Check Your Balances

By: Ross Anderson CFP® and Daniel Messeca CFP®
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  • Summary

  • 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
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Economics Personal Finance
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Episodes
  • January Mailbag: Follow Up Q's and Lottery Strategy

    January Mailbag: Follow Up Q's and Lottery Strategy
    Jan 8 2025

    Have you dreamed about what you'd buy if you won the lottery? You certainly wouldn't be alone there. But how about thinking about how you'd handle and invest all of that money. This week we touch on that and other listener questions for a mailbag episode!

    This show is on YouTube: https://youtu.be/Ba7JmDZrEkI

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram
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    21 mins
  • Happy New Years! Let's Locate Your Assets!

    Happy New Years! Let's Locate Your Assets!
    Jan 1 2025

    We kick off 2025 with an update on a few of the key things you might want to update heading into the new year and then move into a discussion about asset location. Are your growth assets in the right buckets? Are your safe assets in the right buckets? We give our current thoughts on how to think about it.

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram
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    27 mins
  • Would You Buy a Home With Cash Right Now?

    Would You Buy a Home With Cash Right Now?
    Dec 25 2024

    If you had the money to buy a home outright, would you still take a mortgage at our current rates? This week's episode dives into the pros and cons of whether it makes sense to borrow money or invest based on the current landscape.

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram
    Show More Show Less
    31 mins

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