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Check Your Balances

Check Your Balances

By: 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 Economics Personal Finance
Episodes
  • Can you spot the Millionaire Next Door?
    Sep 17 2025

    This week, Ross and Dan read and discuss The Millionaire Next Door. Does a finance book from 1996 still have precious lessons for us to learn about becoming Prodigious Accumulators of Wealth (PAWs) and avoiding the dreaded Under-Accumulator of Wealth (UAW) title? Tune in this week to see if this still deserves a spot on your shelf almost 30 years later.

    Send us a text

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

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    34 mins
  • Can you "Rule Break" into retirement?
    Sep 10 2025

    As a follow up to last week's episode with David Gardner, we dive deeper into whether the Rule Breaker Investing philosophy is suited for an investor that is approaching retirement. Ross and Dan spent 6 years almost exclusively trying to answer that question for many many investors. Here's what they think about that concept today!

    Send us a text

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

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    30 mins
  • Rule Breaker Investing with David Gardner
    Sep 3 2025

    This week we are honored to have the Co-Founder and Chief Rule Breaker of The Motley Fool, David Gardner, join the show. David has an unbelievable investing track record, and his new book Rule Breaker Investing is his formula for success. We know many of our listeners are excited to hear David's thoughts!

    Send us a text

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

    Show More Show Less
    44 mins
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