Check Your Balances

By: Ross Anderson CFP® and Daniel Messeca CFP®
  • 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
  • Taxes After Retirement
    Oct 16 2024

    Ever wondered how your taxes change after you retire? In this episode, we'll break down the key tax implications of retirement, and what sources you can still have withholding versus the ones where you'll have to take care of it yourself.

    Find this episode on YouTube: https://youtu.be/WFBaNImVUpM

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

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    26 mins
  • October Mailbag: Safe Withdrawal Rate, Different Investments at $500K?
    Oct 9 2024

    Join us for the October edition of our personal finance mailbag podcast. In this episode, we dive deep into listener questions and provide insights on:

    • Safe Withdrawal Rate: How much can you safely withdraw from your retirement savings without depleting your funds? Can you safely adjust up after a good year?
    • Investing $500K: Do your portfolio options need to change as your capital grows?

    Find this episode on YouTube: https://youtu.be/SqAtc11kLswWe're

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

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    28 mins
  • New Home with Drew McKenzie
    Oct 2 2024

    The final chapter (we hope) in the Ross' house saga. Drew McKenzie from Long and Foster joins the show to talk about what it's like trying to give advice to a guy that gives advice for a living.

    Find this episode on YouTube (to see the inside of the actual home): https://youtu.be/GpjBZlu_r68
    We're @checkyourbalances on Instagram
    Send us questions you want answered about your finances to checkyourbalances@outlook.com

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    28 mins

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