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®
Escúchala gratis

OFERTA POR TIEMPO LIMITADO | Obtén 3 meses por US$0.99 al mes

$14.95/mes despues- se aplican términos.

Managing your money doesn't have to be boring. Check Your Balances is your weekly financial co-pilot, hosted by two experienced financial planners. We deliver straight-talk strategies and expert-level advice to help you save, invest, and finally feel 100% in control on your journey to financial independence.

© 2026 Check Your Balances
Desarrollo Personal Economía Finanzas Personales Éxito Personal
Episodios
  • Investing in a K Shaped Economy
    Jan 14 2026

    The K-shaped economy is a jarring reality right now. On the "upward" arm, you have households with significant exposure to assets like stocks and real estate—which have reached record highs—alongside industries like AI and tech that are booming. On the "downward" arm, you have those feeling the squeeze of high interest rates, stagnant wages relative to costs, and the "disappearance" of affordable housing.

    In an environment where the "market" and the "economy" are moving in different directions, how should you be positioning your portfolio?

    Send us a text

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

    Más Menos
    29 m
  • Does a tax free dividend Roth work? - Mailbag Episode
    Jan 7 2026

    Is there a "magic bullet" for generating tax-free income in retirement? This week, Ross and Dan dive back into the mailbag to tackle a question that sounds almost too good to be true: The Tax-Free Dividend Roth Strategy. We’ve all heard that Roth IRAs are powerful, but a listener asks if specifically loading a Roth with high-yield dividend stocks is the ultimate "cheat code" for retirement cash flow. That and more on this week's episode!

    Send us a text

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

    Más Menos
    29 m
  • So Long 2025 from CYB!
    Dec 31 2025

    As we close out 2025, Ross and Dan look back at a year that defied the scripts, from "sure-thing" predictions that fizzled to the market moves that caught even the pros off guard. Join us for a final look at the lessons of 2025 and a clear-eyed strategy for your money as we head into 2026.

    Send us a text

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

    Más Menos
    25 m
Todavía no hay opiniones