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Check Your Balances
Ross Anderson, CFP® and Daniel Messeca, CFP®
245 episodes
9 hours ago
Does the average financial plan have "retirement tunnel vision," with a focus on pouring every spare dollar into your retirement accounts. We're all told to save for the future, but what happens when that focus makes us 'house poor' or 'life poor' today? Big goals like buying a home, funding college, or starting a business can't always wait until you're 65. Is it possible to be too focused on saving for your golden years? #retirement #financialplanning #balance Send us a text Send your ques...
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All content for Check Your Balances is the property of Ross Anderson, CFP® and Daniel Messeca, CFP® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Does the average financial plan have "retirement tunnel vision," with a focus on pouring every spare dollar into your retirement accounts. We're all told to save for the future, but what happens when that focus makes us 'house poor' or 'life poor' today? Big goals like buying a home, funding college, or starting a business can't always wait until you're 65. Is it possible to be too focused on saving for your golden years? #retirement #financialplanning #balance Send us a text Send your ques...
Show more...
Investing
Business
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Is the New Chase Sapphire Reserve Worth It? with Sara Rathner
Check Your Balances
30 minutes
3 months ago
Is the New Chase Sapphire Reserve Worth It? with Sara Rathner
This week, NerdWallet's Sara Rathner makes a second appearance on the show to talk about the changes to the Chase Sapphire Reserve card. As one of the most prominent travel cards and the market, and one that Ross happens to personally use... this was of particular interest. Sara Rathner is a NerdWallet travel and credit cards expert. She has appeared on the “Today” show and CNBC’s “Nightly Business Report,” and has been quoted in The New York Times, The Washington Post, The Wall Street ...
Check Your Balances
Does the average financial plan have "retirement tunnel vision," with a focus on pouring every spare dollar into your retirement accounts. We're all told to save for the future, but what happens when that focus makes us 'house poor' or 'life poor' today? Big goals like buying a home, funding college, or starting a business can't always wait until you're 65. Is it possible to be too focused on saving for your golden years? #retirement #financialplanning #balance Send us a text Send your ques...