Podcast

Check Your Balances

Managing your money doesn't have to be boring. Check Your Balances is your weekly financial co-pilot, hosted by two experienced financial planners. We deliver straight-talk strategies and…

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Latest episodes

  1. Back to School: Personal Finance 20226 Aug 2026
  2. Back to School: Personal Finance 10119 Aug 2026
  3. What can you do TODAY to improve your finances?12 Aug 2026
  4. Do you really know your goals?5 Aug 2026
  5. The Discipline Myth: How to Engineer Better Financial Choices29 Jul 2026
  6. Would You Rather? From Practical to Absurd22 Jul 2026
  7. Are You Making These 401(k) Errors? From NUA to Default Funds15 Jul 2026
  8. The Illusion of Diversification & Your Summer Mailbag Questions1 Jul 2026
  9. Should You Consider a Franchise? with Jon Ostenson24 Jun 2026
  10. Birthdays, Babies, and Big Moves: Dan’s Year in Review17 Jun 2026