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Artwork for Check Your Balances
Investment Strategies
Valuation
Paycheck To Paycheck
Price To Earnings Ratio
Personal Finance
Robinhood
401k
Discounted Cash Flow Model
Business Lifecycle
Financial Metrics
Financial Planning
Investing
Spacex
Tesla
David Gardner
Mercado Libre
Financial Shame
Trusts
Investments
Covered Calls

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.

PublishesWeeklyEpisodes258Founded5 years ago
Number of ListenersCategories
BusinessInvestingEducationSelf-Improvement

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Artwork for Check Your Balances

Latest Episodes

Staring at a driveway buried by a snowstorm is a lot like looking at a massive financial goal—overwhelming until you start chipping away. This episode of Check Your Balances explores how small, "baby steps" eventually lead to a critical inflection po... more

Tax season is a different beast under the One Big Beautiful Bill (OBBB), and it’s time to see if your strategy holds up. This week, we’re joined by Ryan Flanigan, CPA, to break down the legislative shifts and what they mean for your bottom line. From... more

YouTube

Finding overstated benefits in real estate and annuities might just be our favorite pastime. This week on Check Your Balances, Ross and Dan are putting on the gloves to take down the myths and math of these two common financial tropes.

The rant gets... more

YouTube

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 t... more

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Recent Guests

Ryan Flanigan
CPA and Tax Manager at Jones Advisory
Jones Advisory
Episode: Are Your Taxes Ready for the OBBB With Ryan Flanigan, CPA
David Gardner
Co-founder of The Motley Fool and author of Rule Breaker Investing
The Motley Fool
Episode: Rule Breaker Investing with David Gardner
Callum Thomas
Founder of Top Down Charts and head of research
Top Down Charts
Episode: Do You Own Enough Emerging Markets? With Callum Thomas
Sara Rathner
Senior writer and spokesperson, credit card guru
NerdWallet
Episode: Is the New Chase Sapphire Reserve Worth It? with Sara Rathner
Chris Hill
Host of the Money Unplugged podcast
Episode: Chris Hill from Money Unplugged
Jesse Cramer
Financial planner and podcast host from Rochester, New York
Best Interest Podcast
Episode: Leasing & More with Jesse Cramer of Best Interest
Drew McKenzie
Real estate agent
Long and Foster
Episode: New Home with Drew McKenzie
Meredith Hill
Principal attorney at the Hill Law Group
Hill Law Group
Episode: Who Needs Estate Plans? with Meredith Hill, Esq.
Jasmine DiLucci, JD, CPA, EA
Tax expert and attorney
Episode: All Thing Tax with Jasmine DiLucci, JD, CPA, EA

Hosts

Ross Anderson
Co-host of Check Your Balances
Dan Masseca
Co-host of Check Your Balances

Reviews

4.8 out of 5 stars from 122 ratings
  • Excellent Financial Advice

    Big fan of the show! I look forward to listening each week. They give high quality financial advice but also keep it entertaining.

    Apple Podcasts
    5
    rohawk10
    United States3 months ago
  • Incredibly informative and accessible!

    It’s evident that these guys not only know what they’re talking about, but are also passionate about educating others on personal finance. This podcast has been an invaluable resource for me as I’ve started my journey of becoming financial literacy and independence. The information is clearly presented and broken down in simplified, accessible terms. For my money, Check Your Balances is right up their in quality and value with more popular shows like Money Guy and Nerdwallet. Thank you Ryan and ... more

    Apple Podcasts
    5
    Customer11@3772883
    United Statesa year ago
  • Great pod

    Ross and Dan do a great job, highly recommend

    Apple Podcasts
    5
    Mungo Bean
    United Statesa year ago
  • Good stuff

    A great podcast covering both detailed and highly specific financial topics all done with humor

    Apple Podcasts
    5
    Bache Elessar
    United Statesa year ago
  • Awesome Pod for Personal Finance

    Ross and Dan are educational and entertaining, keep looking for opportunities to help others find their way to financial independence, thanks!

    Apple Podcasts
    5
    Buzz Doyle
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Frequent comments highlight the hosts' chemistry and ability to relate personal experiences to broader financial principles.
This series is praised for providing high-quality financial advice while managing to be entertaining.
Listeners appreciate the educational value and accessible presentation of complex finance topics.

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Talking Points

Recent interactions between the hosts and their guests.

Are Your Taxes Ready for the OBBB With Ryan Flanigan, CPA
Q: If you had a magic pen and you could change one part of the tax code, what would it be?
The way gambling is taxed is absolutely ridiculous, as it leads to individuals paying taxes on winnings without being able to deduct their losses unless they itemize.
Are Your Taxes Ready for the OBBB With Ryan Flanigan, CPA
Q: Is there any advantage to just speeding through filing taxes?
No, it is better to take your time and ensure all information is accurate rather than rushing to file.
Are Your Taxes Ready for the OBBB With Ryan Flanigan, CPA
Q: What should the average person be thinking about right now to get ready for tax season and filing?
They should be gathering documents and getting their accounting and bookkeeping organized to ensure they are ready to file correctly when the time comes.
Does a tax free dividend Roth work? - Mailbag Episode
Q: What do you think of turning my Roth IRA into a dividend-paying annuity?
Using the Roth for income is not inherently a bad idea, but we should consider the overall asset allocation and potential future tax implications.
Why buy bonds when cash looks better? - Mailbag Episode
Q: How do you feel about the fork being introduced to the PB&J process?
I appreciate that he's putting a lot of emphasis on the craft of the PB&J, indicating that a quality jam is being used.

Audience Metrics

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Frequently Asked Questions About Check Your Balances

What is Check Your Balances about and what kind of topics does it cover?

This weekly series provides valuable insights into managing personal finances, investment strategies, and the journeys toward financial independence. The hosts engage listeners by tackling various financial topics, including the nuances of bond investments, budgeting principles, retirement planning, and unique investment opportunities outside the stock market. Each episode is characterized by a blend of humor and educational content, making complex financial concepts more accessible and relatable. Notably, the hosts emphasize actionable advice based on their expertise, offering a fresh perspective on traditional financial discussions, which is likely to resonate with those seeking a more engaging approach to finance.

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How many listeners does Check Your Balances get?

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What are the audience demographics for Check Your Balances?

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How many subscribers and views does Check Your Balances have?

To see how many followers or subscribers Check Your Balances has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Check Your Balances?

These podcasts share a similar audience with Check Your Balances:

1. Motley Fool Money
2. Rule Breaker Investing
3. Money Unplugged with Chris Hill
4. Investing Insights
5. The Long View

How many episodes of Check Your Balances are there?

Check Your Balances launched 5 years ago and published 258 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Check Your Balances?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Check Your Balances?

Rephonic pulls ratings and reviews for Check Your Balances from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on Check Your Balances?

Recent guests on Check Your Balances include:

1. Ryan Flanigan
2. David Gardner
3. Callum Thomas
4. Sara Rathner
5. Chris Hill
6. Jesse Cramer
7. Drew McKenzie
8. Meredith Hill

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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