All Episodes
Check Your Balances — 272 episodes
1929: Is This Our Past or Our Future?
Are You Feeding AI Financial Plans Bad Assumptions?
What Companies Do We Hold Grudges Against?
Did Vanguard Come up with a BETR Approach for Roth Conversions?
Is Your Retirement Carve Out Long Enough?
Does Your Money Need Spring Cleaning?
What Might Bust Your Bracket?
The March Mailbag: From Scarcity Mindsets to Roth Nuance
SAASpocalypse, Quantum, and AI investing with Simon Erickson
Capital Gains and Refinances, Our favorite topics?
Celebrating 5 Years with a Live Listener Event
1099 vs W2 Jobs & More: February Mailbag
If you could borrow money for 100 years, should you?
When Does It Make Sense to Pay Retirement Account Penalties?
Are You Underestimating the Impact of Baby Steps?
Are Your Taxes Ready for the OBBB With Ryan Flanigan, CPA
Are Annuities and Real Estate Our Favorite Punching Bags?
Investing in a K Shaped Economy
Does a tax free dividend Roth work? - Mailbag Episode
So Long 2025 from CYB!
Would The Grinch be the worst client?
Is $100 Million Enough for Generational Wealth?
Why buy bonds when cash looks better? - Mailbag Episode
Daily Budgeting: Sanity or Stress?
Does High Watermarking turn progress into disappointment?
Does a 50 Year Mortgage Make Sense? - Mailbag Episode
How Would You Invest $100K Without the Stock Market?
Is the Financial Plan Too Focused on Retirement?
How Spooky Is This Market?
October Mailbag: College Planning, Dollar Cost Averaging Out, Scams!
Is Burnout Leading to Your FIRE Dreams?
Selling a House: Lessons from Our Best Real Estate Investor
Do you have any Super Dollars? (Roth Mailbag)
Is It Re-fi Time?
Can you spot the Millionaire Next Door?
Can you "Rule Break" into retirement?
Rule Breaker Investing with David Gardner
August Mailbag: When does overpaying a mortgage make sense?
Are these the dumbest finance theories?
What Are the Strategies for Managing an Inherited IRA?
Scott Galloway Got Rid of His Insurance... Should you?
Is the OBBB Beautiful... For You?
Do You Own Enough Emerging Markets? With Callum Thomas
Is the New Chase Sapphire Reserve Worth It? with Sara Rathner
Does Chat GPT Know How Taxes Work?
Severance & Independence
Liability Matching
Over Under: Do we know the average American's finances?
World's Worst Real Estate Investor?
Should You Use Your Roth as an Emergency Fund?
SALT Changes, Housing Choices, and a Recession Coming?
Do You Trust Your Financial Plan?
Would You Rather...?
Is That Sloppy Financial Planning?
Save Vs. Splurge: How to Handle "Extra" Cash
Mailbag: Money Markets, CDs, and Estates!
Hedging Your Index Funds
Tariff Tantrum
Money March Madness
Accessing Your Home Equity
Market Timing
The "Oracle" Still Loves Equities
Mailbag: Can You Have Too Much in Your 401(k)?
Golden Handcuffs: Restricted Stock Units (RSUs)
What Do Advisors Actually Do?
What's Your Money Personality?
Leasing & More with Jesse Cramer of Best Interest
Happy New Years! Let's Locate Your Assets!
Would You Buy a Home With Cash Right Now?
The Gift You Don't Want: Timeshares
December Mailbag: Super Catch-Up, Taxes on Gifts, and More!
Capital Gains | Should you be taking gains?
Episode 200: Happy Thanksgiving!
Debate 2024: Ross and Dan Face off
Veterans Day Mailbag: VA Benefits, 529 to a Roth, and more!
Election Episode
Reviewing: Rich Dad Poor Dad
Love is... Blind?
Taxes After Retirement
October Mailbag: Safe Withdrawal Rate, Different Investments at $500K?
New Home with Drew McKenzie
Rate Cut: What does it mean for you?
Is Your 401(k) a Scam?
Refi Time... Already?
September Mailbag: Should you get married for tax benefits?
The Impact of Social Security
August Mailbag: Taxes on IRAs, Long-Term Care Insurance, and More!
Welcome Back Market Volatility
Who Needs Estate Plans? with Meredith Hill, Esq.
The SECURE Act ...again, really.
All Thing Tax with Jasmine DiLucci, JD, CPA, EA
How good is your 401(k)?
July Mailbag | Recasting, RMDs, and More!
Beach Reads: Summer Reading List
Bobby Bonilla Day
Cranky Advisors: A Rant Episode
June Mailbag: Inherited IRAs, Trusts, and Part-time Planning
Reckless Predictions
Mo' Valuation with Brian Feroldi
May Mailbag: Credit, Share Count, and Rollovers
Paycheck to Paycheck
Public Access to Private Companies
Finance 101
Valuation with Ryan Hutchins
Broker Bonuses
Do you feel rich?
Real Estate Update with Adrienne Messeca
March Mailbag: Covered Calls, Trust v Beneficiary, and Roth Eligibility
Financial Shame
Is that legal?
The Lindy Effect
Just Add Leverage?
February Mailbag: Cash Balance Plans, I-Bonds, and 529 Plans
How Many Bank Accounts?
Magically Change the Tax Code
Billionaire Ideas: Should you ever own a bond?
January Mailbag: Backdoor Roth, I-Bonds, and... dogs?
An Interview with Adam Nash: CEO and Co-Founder of Daffy
An Interview with JL Collins
2023 In Review
Moore vs United States with Taxgirl
Shark Tank
December Mailbag: Securities Lending, Non-controlling Interest, and Gold!
Remembering Charlie
Living Abroad with Stewart Patton
Thanksgiving with Chris Hill
The Cockroach Portfolio
November Mailbag: Time Value of Money, Home Gains Exclusion, and More!
Spooky Season: But, Don't Worry!
Billionaire Money Regrets: Magic Johnson
Did Michael Lewis Get Duped?
Can you write off your dog?
October Mailbag: Carve Out Clarification, Great States, and More!
Where to Retire?
Carve Out vs. Dividends: Portfolio Income Showdown
Clickbait We Hate
September Mailbag: Backdoor Roth, Target Date Funds & Spinoffs!
Rent vs. Buy: 2023 Edition
Rob the Roth? & Safe-Harbor for Taxes
Is a Corporate Trustee Right for You?
Logical Extremes
August Mailbag: Roth Never?
Talking Money with Mom and Dad
The History and Future of Index Funds
Would You Rather?
Mortgage Mania
June Mailbag: AI Stock Picking, Social Security Strategy and More!
Tipping with Dr. Michael Lynn
Vacation Homes: How to think about it?
What We're Fearing and What We're Hearing
Car Buyer University with Chris Johnson
Dollar For - Crushing Medical Bills
Financial Anxiety with Adam Koren
May Mailbag: Net Worth Adjusting, Bank Location, and more!
Will Better Credit Hurt Your Mortgage Rate?
Permission to Spend Your Money
Golf and Investing
Tax Time!
April Mailbag: Bank Rants, SIPC Limits, and More!
FREE Student Loan Resources with Betsy Mayotte
Silicon Valley Bust
Insurance Trends: An Conversation with Matt Malkus
10 Takeaways from Warren Buffett's 2023 Letter
Chat GPT for financial advice?
February Mailbag: Rentals, B-Corporations, and More!
Love and Money
Tax Traps to Avoid
Reactions to FinTok Advice
A Brief History of Retirement
January Mailbag: QCDs, Index Fund Components, and Spending Habits
What You Need to Know About 2.0
Bye 2022, Hello 2023!
Episode 100 with Chris Hill
Basketball and Business: A Conversation with Mike Prada
Year End Planning Ideas
December Mailbag
Dealing with Job Loss
Happy Thanksgiving from Check Your Balances!
What in the FTX is going on here?
Side Hustles
Mailbag: Wash Sales, Long-Term Care and More!
The Role of Bonds
Cost of Living Adjustments
Assumable Loans, Social Security and Insurance Options
Can Saving for Retirement Wait?
September Mailbag: Tax Withholding Strategies & Access to Roth Options
Doom and Gloom
Private Companies We Wish We Could Buy
Interview with David Blanchett
Summer Hodgepodge: Student Loan Relief & More
The Integrated Life with Sharon Schneider
Investing in Real Estate
Getting a Late Start to Saving
The Most Important Number
Point-Counterpoint
Travel Talk with Andrea Sachs
The Biggest Loser: Thinking About Stocks with Big Losses
5 Levels of Financial Independence
The Scout Mindset
SECURE 2.0 - What's coming?
FPA Takeaways: Upstream Gifting, QSBS Exclusions
Is a recession coming?
Leaving and Receiving Gifts
Nowhere to hide?
Robert Brokamp - Rule Your Retirement
Nick Maggiulli - Just Keep Buying
Wrong Decisions, Right Outcomes
Positive Actions in Negative Markets
Student Loans with Anna Helhoski
Does the traditional 401(k) suck?
FIRE with Sean Gates, CFP
Cryptocurrency with Dr. Lawrence White
Regret as a Tool
Couples and Money
iBuying (or iSelling) - Ross Sold His House
Janice Gets a Job Offer
Donor Advised Funds
Estate Planning and Uncertainty
Morningstar's New Safe Withdrawal Rate; ETFs Vs Index Funds
Business Lessons From Our Favorite Shows
Celebrating Our First Year with a Market Correction
An Interview with Brian Feroldi
We Make an NFT
January Mailbag Episode
2021: A Market Review
Holiday Gift Guide
The name's Bond...I Bond.
Talking with Andrew Schear of Practical Personal Finance
Talking Taxes with the Tax Girl
Funemployment and Thanksgiving!
Rent, Buy, and PMI
Small-Cap and International Investing: A Discussion with Bill Mann
Balancing Short- and Long-Term Goals
Happy Halloween: Financial Planning Horror Stories
Self-Directed IRAs: An Interview with Mat Sorensen
Coast FI(RE) and Lifestyle Drift
Richer, Wiser, Happier: A Chat with William Green
When to Sell
Personal Finance Lessons from the Movies
Episode 33: Understand your "Options"
Episode 32: Back to School - Our Financial Literacy Curriculum
Episode 31: The Advisory Business, Interview with Alan Moore
Episode 30: Talking Banking with Dr. Terri Friedline
Episode 29: Advice To Our Younger Selves
Episode 28: Should you rollover your 401(k)?
Episode 27: What can we learn about planning from the lottery?
Episode 26: Revisiting the SECURE Act
Episode 25: Cash Allocations and Beyond
Episode 24: Talking Budgets with Kimberly Palmer
Episode 23: All Things Insurance
Episode 22: Relocation and Inflation
Episode 21: 10 Concepts to Make You a Better Investor
Episode 20: Health and Wealth with Dr. Michelle Fritsch
Episode 19: Active vs Passive Investing
Episode 18: Could annuities improve your investing?
Episode 17: Scams
Episode 16: What are you excited for in retirement?
Episode 15: Jordan Josephs, Celebrity Business Manager
Episode 14: Scott Lloyd Talks Taylor Swift
Episode 13: The Side Hustle
Episode 12: Target Date Funds & $100(ish) Million Deli
Episode 11: Talking Credit Cards with Sara Rathner from Nerd Wallet
Episode 10: Together We Bake & Helpful Tips
Episode 9: Crooked Crab Brewing
Episode 8: Decoding Acronyms
Episode 7: Managing the Downside
Episode 6: Roth, Social Security, and Tax Smoothing
Episode 5: 10 Takeaways from Warren Buffet's 2021 Letter to Shareholders
Episode 4: An Interview with Chef Jonathan Krinn
Episode 3: Kids and Investing
Episode 2: Myths About Retirement Finances
Episode 1: An Interview with Morgan Housel