Is the grueling pace of your job fueling your desire for FIRE (Financial Independence, Retire Early)? This week on Check Your Balances, Ross and Dan tackle the reality that for many, burnout is the primary driver of the movement, not just aspiration. We discuss how to re-evaluate your aggressive savings strategy, explore more balanced options like Coast FIRE, and ensure your pursuit of freedom doesn't cost you your current well-being. Stop letting the corporate grind dictate your financial plan—it's time to find a path to independence that's sustainable.

#FIREMovement #Burnout #FinancialIndependence #CheckYourBalances #CoastFIRE

Send us a text

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

When it's time to sell your personal home, do you treat it like a purely emotional move or a smart financial transaction? This week, our resident real estate expert, Dan, is under contract on selling his personal home.

Join us as Dan breaks down the process, from pre-listing prep and pricing strategy to staging secrets and negotiation tactics. Whether you're moving next month or just planning for the future, this episode is packed with must-hear, actionable lessons on maximizing your home's sale price and minimizing costly mistakes.

#RealEstate #personalfinance #Investing #HomeSale #PropertyInvestment #WealthBuilding

Send us a text

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

Your Catch-Up Contributions Are Changing! This week, Ross and Dan dive into the new guidance from the Treasury Department that will redefine how high earners over age 50 make their 401(k) catch-up contributions. The new rule mandates Roth contributions for certain savers, forcing many to lose a key pre-tax deduction. We break down who is affected, when this starts, and what you need to do to prepare. Plus, we open the mailbag to answer listener questions on all things Roth.

Send us a text

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

30 Year Fixed Mortgage rates decline down to 6.26%, is it too early to consider a re-finance from a high rate loan? This week Ross and Dan unpack some of the trickery that can make you think you're saving more money than you really are when you look at refi numbers and how to make sure you don't get fooled.

Send us a text

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

This week, Ross and Dan read and discuss The Millionaire Next Door. Does a finance book from 1996 still have precious lessons for us to learn about becoming Prodigious Accumulators of Wealth (PAWs) and avoiding the dreaded Under-Accumulator of Wealth (UAW) title? Tune in this week to see if this still deserves a spot on your shelf almost 30 years later.

Send us a text

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

As a follow up to last week's episode with David Gardner, we dive deeper into whether the Rule Breaker Investing philosophy is suited for an investor that is approaching retirement. Ross and Dan spent 6 years almost exclusively trying to answer that question for many many investors. Here's what they think about that concept today!

Send us a text

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

This week we are honored to have the Co-Founder and Chief Rule Breaker of The Motley Fool, David Gardner, join the show. David has an unbelievable investing track record, and his new book Rule Breaker Investing is his formula for success. We know many of our listeners are excited to hear David's thoughts!

Send us a text

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

Got extra cash and wondering if you should throw it at your mortgage? 🤔 This week, we dive into the age-old debate: when does it actually make sense to overpay your mortgage? What are you using if you still mourn the loss of Mint.com? That and more in this week's mailbag episode.

Send us a text

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