217 Episodes

  1. Cranky Advisors: A Rant Episode

    Published: 19/06/2024

  2. June Mailbag: Inherited IRAs, Trusts, and Part-time Planning

    Published: 12/06/2024

  3. Reckless Predictions

    Published: 5/06/2024

  4. Mo' Valuation with Brian Feroldi

    Published: 29/05/2024

  5. May Mailbag: Credit, Share Count, and Rollovers

    Published: 22/05/2024

  6. Paycheck to Paycheck

    Published: 15/05/2024

  7. Public Access to Private Companies

    Published: 8/05/2024

  8. Finance 101

    Published: 1/05/2024

  9. Valuation with Ryan Hutchins

    Published: 24/04/2024

  10. Broker Bonuses

    Published: 17/04/2024

  11. Do you feel rich?

    Published: 10/04/2024

  12. Real Estate Update with Adrienne Messeca

    Published: 3/04/2024

  13. March Mailbag: Covered Calls, Trust v Beneficiary, and Roth Eligibility

    Published: 27/03/2024

  14. Financial Shame

    Published: 20/03/2024

  15. Is that legal?

    Published: 13/03/2024

  16. The Lindy Effect

    Published: 6/03/2024

  17. Just Add Leverage?

    Published: 28/02/2024

  18. February Mailbag: Cash Balance Plans, I-Bonds, and 529 Plans

    Published: 21/02/2024

  19. How Many Bank Accounts?

    Published: 14/02/2024

  20. Magically Change the Tax Code

    Published: 7/02/2024

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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.

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