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
    Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2
Episodes
  • The Gift You Don't Want: Timeshares
    Dec 18 2024

    This time of year we think a lot about gift giving. But what about the gifts you truly don't want? We don't mean a bad neck tie or macaroni art, but maybe one that costs you thousands of dollars just to maintain... tune in this week for our discussion about how to avoid inheriting a timeshare.

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram

    Show More Show Less
    24 mins
  • December Mailbag: Super Catch-Up, Taxes on Gifts, and More!
    Dec 11 2024

    This month's mailbag episode is a super-sized catch-up! We're diving deep into your burning questions about personal finance. From the ins and outs of taxes on gifts to strategies for supercharging your retirement savings, we've got you covered. Tune in to hear our expert insights and practical advice.

    This episode is on YouTube: https://youtu.be/Atb7blHB7wY

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram

    Show More Show Less
    30 mins
  • Capital Gains | Should you be taking gains?
    Dec 4 2024

    Confused about capital gains tax and whether you should be selling stocks before the end of the year? In this episode, we break down the basics of capital gains tax and discuss the factors to consider when deciding whether to sell your stocks before year end.

    This episode is on YouTube: https://youtu.be/c5ME5uG-Ny0

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram

    Show More Show Less
    26 mins

What listeners say about Check Your Balances

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.