Check Your Balances

By: Ross Anderson CFP® and Daniel Messeca CFP®
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  • 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.
    © 2025 Check Your Balances
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Economics Personal Finance
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Episodes
  • Mailbag: Money Markets, CDs, and Estates!

    Mailbag: Money Markets, CDs, and Estates!
    Apr 23 2025

    Have you ever wondered why you'd use a money market or a CD instead of a high yield savings account? Are you concerned about battling it out with a sibling over an inheritance? If so, this week's mailbag episode is for you!

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram
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    31 mins
  • Hedging Your Index Funds

    Hedging Your Index Funds
    Apr 16 2025

    Should you even try to hedge a single position inside an index fund? What happens when you spot a single stock within your broad market index that looks seriously overvalued? We'll weigh the costs, complexities, and potential benefits against simpler, more effective risk management approaches for index fund investors.

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram
    Show more Show less
    21 mins
  • Tariff Tantrum

    Tariff Tantrum
    Apr 9 2025

    The headlines are screaming about tariffs and trade wars, but what does it all mean for your wallet? In this episode of Check Your Balances, we break down the "Tariff Tantrum" and explore how these international trade spats could impact business and ultimately your portfolio.

    Send us a text

    Send your questions for upcoming show to checkyourbalances@outlook.com
    @checkyourbalances on Instagram
    Show more Show less
    30 mins
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