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.

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This episode is on YouTube: https://youtu.be/vLpQz4b6y0k
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Prominent financial pundits and, like Robert Kiyosaki, will tell you the 401(k) is a 'Horrible' retirement plan. Why is that the case, and are they really right? Tune in this week for our take.

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This episode is on YouTube: https://youtu.be/J0wkYS_MBsY
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Mortgage rates have already have already dropped more than a full percent from their recent highs. Is it too soon to talk about refinancing your mortgage? Why don't financial podcasters talk about the real costs associated with a refinance? Tune in this week to hear our take.

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Perhaps not the most romantic reason, but does it make sense to get married for the tax benfits? Also how do you invest if you've got a windfall of cash to deal with? That and more in this week's mailbag episode.

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This episode is on YouTube: https://youtu.be/-Iy271i2XY8

We commonly talk with people that underestimate the impact of Social Security (and pensions) and how big of a deal it can for building their retirement plan. This week we have a philosophical question about how to think about it and how it relates to your own plans.

Find this episode on YouTube: https://youtu.be/5NcTxmt0Xf4
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How do the taxes actually work on a non-Roth IRA? Should you prioritize Long-Term Care Insurance or Disability Insurance? If you're like our listeners, these questions may be on your mind too.

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This episode is on YouTube: https://youtu.be/vXb4sU4R1lM

The past couple of weeks have shown an interruption in what has otherwise been a very comfy ride in the markets so far in 2024. With some major investors unloading big chunks of stock we look at the recent volatility and talk about whether it should affect positioning moving forward.

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This week we are joined by Meredith Hill, the founder and principal attorney, of the Hill Law Group. Meredith joins the show to discuss who needs estate plans and the pitfalls that families can fall into without having the proper documents in place.

Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming mailbag episodes!

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