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.
    © 2025 Check Your Balances
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Episodes
  • Golden Handcuffs: Restricted Stock Units (RSUs)
    Feb 5 2025

    Are your RSUs a golden ticket to financial freedom or just a confusing piece of your compensation package? This week, we demystify Restricted Stock Units and show you how to turn them into a powerful wealth-building tool. Learn how to navigate vesting schedules, understand the tax implications, and develop a smart strategy for managing your RSUs. Don't leave money on the table – tune in and unlock the potential of your equity compensation.


    This episode is on YouTube: https://youtu.be/KfX1rEcPwGs

    Send us a text

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

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    28 mins
  • What Do Advisors Actually Do?
    Jan 29 2025

    In a world where everyone from the car finance office to an insurance salesperson calls themselves a "Financial Advisor" what can advisors actually provide? Do you have to have your money managed, or can they simply act as a consultant? Tune int his week for Ross and Dan's take on a listener question about what advisors can actually offer.

    Send us a text

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

    Show more Show less
    29 mins
  • What's Your Money Personality?
    Jan 22 2025

    Your money personality plays a bigger role in your financial success than you might think. In this episode, Ross and Dan introduce a framework of four distinct money personalities. Learn how to identify your own archetype and understand how it impacts your saving, investing, and overall financial well-being. We'll also discuss strategies for leveraging your strengths and mitigating your weaknesses to achieve your financial goals.

    This episode is on YouTube: https://youtu.be/94wRwj_f1RM


    Send us a text

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

    Show more Show less
    24 mins

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