Check Your Balances

By: Ross Anderson CFP® and Daniel Messeca CFP®
  • 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.
    © 2024 Check Your Balances
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Episodes
  • Rate Cut: What does it mean for you?
    Sep 25 2024

    It finally happened, the Fed has cut rates... so now what? We talk about the impact of the new interest rate environment and what it means for you.

    Send your questions for the show to checkyourbalances@outlook.com!
    This episode is on YouTube: https://youtu.be/vLpQz4b6y0k
    We're @checkyourbalances on Instagram

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    24 mins
  • Is Your 401(k) a Scam?
    Sep 18 2024

    Prominent financial pundits and, like Robert Kiyosaki, will tell you the 401(k) is a 'Horrible' retirement plan. Why is that the case, and are they really right? Tune in this week for our take.

    Send your personal finance questions to checkyourbalances@outlook.com
    This episode is on YouTube: https://youtu.be/J0wkYS_MBsY
    @checkyourbalances on Instagram

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    24 mins
  • Refi Time... Already?
    Sep 11 2024

    Mortgage rates have already have already dropped more than a full percent from their recent highs. Is it too soon to talk about refinancing your mortgage? Why don't financial podcasters talk about the real costs associated with a refinance? Tune in this week to hear our take.

    Send your questions for the show to checkyourbalances@outlook.com!
    We're @checkyourbalanes on Instagram
    This show is on YouTube

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    23 mins

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