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Check Your Balances

Check Your Balances

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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.

Recent Episodes

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  • March Mailbag: Covered Calls, Trust v Beneficiary, and Roth Eligibility

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  • Financial Shame

    4 weeks ago

  • Is that legal?

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  • The Lindy Effect

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  • Just Add Leverage?

    2 months ago

  • February Mailbag: Cash Balance Plans, I-Bonds, and 529 Plans

    2 months ago

  • How Many Bank Accounts?

    2 months ago