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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
  • Is the Financial Plan Too Focused on Retirement?
    Nov 5 2025

    Does the average financial plan have "retirement tunnel vision," with a focus on pouring every spare dollar into your retirement accounts. We're all told to save for the future, but what happens when that focus makes us 'house poor' or 'life poor' today? Big goals like buying a home, funding college, or starting a business can't always wait until you're 65. Is it possible to be too focused on saving for your golden years?


    #retirement #financialplanning #balance

    Send us a text

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

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    30 mins
  • How Spooky Is This Market?
    Oct 29 2025

    First up: A listener challenges our take on Dollar Cost Averaging out.

    Then, we confront the fear: How spooky is this market? Ross and Dan bust the financial ghouls and tell you what’s truly frightening for your portfolio (and what’s just noise).

    Send us a text

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

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    26 mins
  • October Mailbag: College Planning, Dollar Cost Averaging Out, Scams!
    Oct 22 2025

    The October Mailbag is here! Ross and Dan open up the mailbag to answer your pressing financial questions, tackling everything from navigating the costs of college to whether you can Dollar Cost Averaging (DCA) out of a position as you approach retirement. Plus, they dive into the latest listener stories and tips on spotting and avoiding financial scams. Tune in for practical advice and a breakdown of the things you need to know right now!

    Send us a text

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

    Show More Show Less
    38 mins
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