Episodi

  • June Mailbag: Inherited IRAs, Trusts, and Part-time Planning
    Jun 12 2024

    This week Ross and Dan tackle listener questions about how Inherited IRAs are taxed, who needs a trust and why, as well as whether financial planning could be a part time venture. All that, and Dan's pool getting opened in this week's mailbag!

    Sned your questions checkyourbalances@outlook.com to be featured on an upcoming episode!

    This episode is on YouTube
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    26 min
  • Reckless Predictions
    Jun 5 2024

    Ranging from where the market goes from here to radical Bitcoinization of the monetary system, this week's show is dedicated to Ross and Dan weighing in on a series of reckless predictions.

    Check this episode out on YouTube
    Follow us on Instagram @checkyourbalances
    Or email us at checkyourbalances@outlook.com to have your questions or topics featured on the show!

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    35 min
  • Mo' Valuation with Brian Feroldi
    May 29 2024

    This week we welcome financial content creator and author, Brian Feroldi, back to the show. Learn why the P/E ratio is a sloppy metric at face value. What metrics should you use depending on what stage of life a business is in? Tune in to find out.

    Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming episodes!

    Find this episode on YouTube
    We're also on Instagram

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    36 min
  • May Mailbag: Credit, Share Count, and Rollovers
    May 22 2024

    Could being an authorized user on a business credit card really affect your credit, even if you're not on the hook for the debt? This week Ross and Dan dive into the mailbag to give genuine reactions and advice to listener questions.

    Send your questions to checkyourbalances@outlook.com to be featured on an upcoming episode!

    Find this episode on YouTube
    We're also on Instagram

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    31 min
  • Paycheck to Paycheck
    May 15 2024

    This week Ross and Dan explore a common term that is being used increasingly liberally. What does "Paycheck to Paycheck" really mean, and are American's really in as much trouble as a Forbe's article suggests?

    Send your questions for the show to checkyourbalances@outlook.com!

    Check this episode out on YouTube
    Find us and send your questions on Instagram

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    28 min
  • Public Access to Private Companies
    May 8 2024

    This week, Ross and Dan discuss a (frothy) way that you can access a private company through a public market investment. Whether you should or not is totally up to you. There is also some additional can kicking on IRS guidance around RMDs.

    Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming shows!

    Check this episode out on YouTube
    Find us at @checkyourbalances on Instagram!


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    27 min
  • Finance 101
    May 1 2024

    Check Your Balances typically tries to be a "200 level class," but we often get asked for how to present these topics to novice investors. We do our best to get the content we love into its simplest form without getting too lost in the weeds.

    Email your questions for the show to checkyourbalances@outloook.com to be featured on an upcoming mailbag episode!

    Find this episode on YouTube
    We're in Instagram!

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    35 min
  • Valuation with Ryan Hutchins
    Apr 24 2024

    This week, Ryan Hutchins, from Peak Business Valuation joins the show to talk about valuing companies of all types, private and public. Join us as we talk about what small business opportunities might present the juiciest opportunities to be an owner.

    Send your questions for the show to checkyourbalances@outlook.com to be featured on an upcoming mailbag episode!

    Find us on Instagram!
    This episode is also on YouTube!

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    42 min