Check Your Balances

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.

  1. 1 DAY AGO

    How Spooky Is This Market?

    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

    26 min

  2. 22 OCT

    October Mailbag: College Planning, Dollar Cost Averaging Out, Scams!

    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

    38 min

  3. 15 OCT

    Is Burnout Leading to Your FIRE Dreams?

    Is the grueling pace of your job fueling your desire for FIRE (Financial Independence, Retire Early)? This week on Check Your Balances, Ross and Dan tackle the reality that for many, burnout is the primary driver of the movement, not just aspiration. We discuss how to re-evaluate your aggressive savings strategy, explore more balanced options like Coast FIRE, and ensure your pursuit of freedom doesn't cost you your current well-being. Stop letting the corporate grind dictate your financial plan—it's time to find a path to independence that's sustainable. #FIREMovement #Burnout #FinancialIndependence #CheckYourBalances #CoastFIRE Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

    27 min

  4. 8 OCT

    Selling a House: Lessons from Our Best Real Estate Investor

    When it's time to sell your personal home, do you treat it like a purely emotional move or a smart financial transaction? This week, our resident real estate expert, Dan, is under contract on selling his personal home. Join us as Dan breaks down the process, from pre-listing prep and pricing strategy to staging secrets and negotiation tactics. Whether you're moving next month or just planning for the future, this episode is packed with must-hear, actionable lessons on maximizing your home's sale price and minimizing costly mistakes. #RealEstate #personalfinance #Investing #HomeSale #PropertyInvestment #WealthBuilding Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

    27 min

  5. 1 OCT

    Do you have any Super Dollars? (Roth Mailbag)

    Your Catch-Up Contributions Are Changing! This week, Ross and Dan dive into the new guidance from the Treasury Department that will redefine how high earners over age 50 make their 401(k) catch-up contributions. The new rule mandates Roth contributions for certain savers, forcing many to lose a key pre-tax deduction. We break down who is affected, when this starts, and what you need to do to prepare. Plus, we open the mailbag to answer listener questions on all things Roth. Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

    29 min

  6. 24 SEPT

    Is It Re-fi Time?

    30 Year Fixed Mortgage rates decline down to 6.26%, is it too early to consider a re-finance from a high rate loan? This week Ross and Dan unpack some of the trickery that can make you think you're saving more money than you really are when you look at refi numbers and how to make sure you don't get fooled. Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

    30 min

  7. 17 SEPT

    Can you spot the Millionaire Next Door?

    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

    34 min

  8. 10 SEPT

    Can you "Rule Break" into retirement?

    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

    30 min
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About

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.

Information

  • Creator
    Ross Anderson, CFP® and Daniel Messeca, CFP®
  • Years Active
    2021 - 2025
  • Episodes
    244
  • Rating
    Explicit
  • Copyright
    © 2025 Check Your Balances
  • Show Website
    Check Your Balances

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