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
  • Leasing & More with Jesse Cramer of Best Interest

    Leasing & More with Jesse Cramer of Best Interest
    Jan 15 2025

    This week Jesse Cramer of the Best Interest Blog and Podcast joins the show to talk about how different advisors can approach the same decision of getting to where we need to go. Join us for a fun conversation about Jesse's journey and how we all approach the vehicle decisions.

    This episode is on YouTube: https://youtu.be/pShIUwiYJTM

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram
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    39 mins
  • 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
    Show more Show less
    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
    Show more Show less
    27 mins

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