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.

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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

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

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Send your questions for upcoming show to checkyourbalances@outlook.com
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This week Ross and Dan celebrate their 200th episode of Check Your Balances with a lighthearted reflective episode of the journey up to this point. We appreciate each and every one of you, whether you've listened to a single segment or every single episode of the show up to this point. Happy Thanksgiving!

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Send your questions for upcoming show to checkyourbalances@outlook.com
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When financial decisions matter most, you need strong arguments to consider. This week episode brings you a lighthearted debate on 5 financial topics:

- How relevant is net worth as a metric?
- Should I just invest in the S&P 500 and stop overthinking it?
- Do you really need an emergency fund before investing?
- Is the FIRE movement good for personal finance?
- Should you have a side hustle to accelerate your progress?

Tune in this week to hear us battle it out!

This episode is on YouTube: https://youtu.be/W5_yW6JimE0

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

As we celebrate our Veterans this week, we got a great listener questions about what unique benefits our Veterans have access to. We also answer questions about whether high earners should consider a 529 for themselves to gain access to a Roth IRA.

Our apologies for the late post, we were having technical difficulties!

This episode is on YouTube: https://youtu.be/IP_b-5Ea5VY

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

Elections can be a rollercoaster of emotions, and it's easy to get caught up in the hype and fear-mongering. But as investors, it's crucial to stay calm and focused on our long-term financial goals. In this episode, we'll discuss how to avoid making big mistakes with your investing regardless of the election outcome.

This episode is on YouTube: https://youtu.be/-YTCVeVV_70

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

In this episode, we dissect the iconic personal finance book, "Rich Dad, Poor Dad" at the request of our listeners. We'll delve into the core principles, analyze their effectiveness, and challenge some of the controversial claims. While acknowledging the book's influence on millions, we'll explore its limitations and discuss why a more nuanced approach to wealth building is often necessary. Join us as we separate fact from fiction and provide practical advice to help you achieve your financial goals.

This episode is on YouTube: https://youtu.be/hpc-FNweaJ0

Send us a text

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