As we celebrate our Veterans this week, we got a great listener questions about what unique benefits our Veterans have access to. We also answer questions about whether high earners should consider a 529 for themselves to gain access to a Roth IRA.

Our apologies for the late post, we were having technical difficulties!

This episode is on YouTube: https://youtu.be/IP_b-5Ea5VY

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

Elections can be a rollercoaster of emotions, and it's easy to get caught up in the hype and fear-mongering. But as investors, it's crucial to stay calm and focused on our long-term financial goals. In this episode, we'll discuss how to avoid making big mistakes with your investing regardless of the election outcome.

This episode is on YouTube: https://youtu.be/-YTCVeVV_70

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

In this episode, we dissect the iconic personal finance book, "Rich Dad, Poor Dad" at the request of our listeners. We'll delve into the core principles, analyze their effectiveness, and challenge some of the controversial claims. While acknowledging the book's influence on millions, we'll explore its limitations and discuss why a more nuanced approach to wealth building is often necessary. Join us as we separate fact from fiction and provide practical advice to help you achieve your financial goals.

This episode is on YouTube: https://youtu.be/hpc-FNweaJ0

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

Ever wondered how the couples on Love is Blind discuss their finances? Join us for a look into the financial decisions made by the contestants, and how we might treat the same questions. We'll analyze their choices through a financial lens and discuss how their financial literacy (or lack thereof) could impact their relationships and future. Will their love stand the test of money?

This episode is on YouTube: https://youtu.be/xeYk37KxFYc

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

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

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

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

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

It finally happened, the Fed has cut rates... so now what? We talk about the impact of the new interest rate environment and what it means for you.

Send your questions for the show to checkyourbalances@outlook.com!
This episode is on YouTube: https://youtu.be/vLpQz4b6y0k
We're @checkyourbalances on Instagram

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