217 Episodes

  1. Money March Madness

    Published: 3/26/2025
  2. Accessing Your Home Equity

    Published: 3/19/2025
  3. Mailbag: Could a family loan cause tax trouble?

    Published: 3/12/2025
  4. Market Timing

    Published: 3/5/2025
  5. The "Oracle" Still Loves Equities

    Published: 2/26/2025
  6. Mailbag: Can You Have Too Much in Your 401(k)?

    Published: 2/19/2025
  7. Chris Hill from Money Unplugged

    Published: 2/12/2025
  8. Golden Handcuffs: Restricted Stock Units (RSUs)

    Published: 2/5/2025
  9. What Do Advisors Actually Do?

    Published: 1/29/2025
  10. What's Your Money Personality?

    Published: 1/22/2025
  11. Leasing & More with Jesse Cramer of Best Interest

    Published: 1/15/2025
  12. January Mailbag: Follow Up Q's and Lottery Strategy

    Published: 1/8/2025
  13. Happy New Years! Let's Locate Your Assets!

    Published: 1/1/2025
  14. Would You Buy a Home With Cash Right Now?

    Published: 12/25/2024
  15. The Gift You Don't Want: Timeshares

    Published: 12/18/2024
  16. December Mailbag: Super Catch-Up, Taxes on Gifts, and More!

    Published: 12/11/2024
  17. Capital Gains | Should you be taking gains?

    Published: 12/4/2024
  18. Episode 200: Happy Thanksgiving!

    Published: 11/27/2024
  19. Debate 2024: Ross and Dan Face off

    Published: 11/20/2024
  20. Veterans Day Mailbag: VA Benefits, 529 to a Roth, and more!

    Published: 11/13/2024

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Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.