Check Your Balances Podcast Por Ross Anderson CFP® and Daniel Messeca CFP® arte de portada

Check Your Balances

Check Your Balances

De: Ross Anderson CFP® and Daniel Messeca CFP®
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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.© 2025 Check Your Balances Economía Finanzas Personales
Episodios
  • Does High Watermarking turn progress into disappointment?
    Nov 26 2025

    We celebrate Thanksgiving with some light hearted banter, and exploring the question of whether "High Watermarking" can lead to disappointment (even if it's hypothetical). We hope you're enjoying time with your family and friends this week, but if you want your weekly dose of personal finance content, we're here for you!

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram

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    22 m
  • Does a 50 Year Mortgage Make Sense? - Mailbag Episode
    Nov 19 2025

    Could a half-century loan be the answer to the housing crisis, or is it a financial nightmare waiting to happen? We break down the pros, cons, and the brutal amortization schedules of 50-year mortgages to see who actually benefits. Plus, we’re emptying the mailbag to cover the specific financial hurdles you are facing right now. Tune in to this week's mailbag episode!

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram

    Más Menos
    26 m
  • How Would You Invest $100K Without the Stock Market?
    Nov 12 2025

    This week, Ross and Dan tackle a fun question... If you had to invest $100,000 without using the stock market, what would you do? Would you become a landlord and try to buy real estate? Would you try to start a business or invest in something truly "passive?"

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram

    Más Menos
    31 m
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