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Check Your Balances
Ross Anderson, CFP® and Daniel Messeca, CFP®
244 episodes
6 days ago
First up: A listener challenges our take on Dollar Cost Averaging out. Then, we confront the fear: How spooky is this market? Ross and Dan bust the financial ghouls and tell you what’s truly frightening for your portfolio (and what’s just noise). Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
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Investing
Business
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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.
First up: A listener challenges our take on Dollar Cost Averaging out. Then, we confront the fear: How spooky is this market? Ross and Dan bust the financial ghouls and tell you what’s truly frightening for your portfolio (and what’s just noise). Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
Show more...
Investing
Business
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Liability Matching
Check Your Balances
31 minutes
4 months ago
Liability Matching
How do you you get your money to line up with being available when you actually need it? Designing a portfolio with this strategy in mind is called "Liability Matching" and it's a concept that Ross and Dan believe in and teach regularly. While rules of thumb like "The 4% Rule" get all the buzz, this is how to think about actually connecting your money with its purpose. Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
Check Your Balances
First up: A listener challenges our take on Dollar Cost Averaging out. Then, we confront the fear: How spooky is this market? Ross and Dan bust the financial ghouls and tell you what’s truly frightening for your portfolio (and what’s just noise). Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram