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Check Your Balances

Written 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.
    © 2024 Check Your Balances
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Episodes
  • Valuation with Ryan Hutchins

    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 mins
  • Broker Bonuses

    Broker Bonuses
    Apr 17 2024

    If commissions are all free, why wouldn't you take every bonus offer a broker sends your way? And if trading is free, how are the brokers still making money? All that and more on this week's episode.

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

    Find this episode on YouTube
    Follow us on Instagram
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    24 mins
  • Do you feel rich?

    Do you feel rich?
    Apr 10 2024

    This week Ross and Dan ponder whether clients at any level actually feel rich? With a second helping of our typical tax season complaining about business owner problems.

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

    Show us some love on Instagram @checkyourbalances

    Find this episode on YouTube
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    28 mins
Personal Finance Economics
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