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Check Your Balances
Ross Anderson, CFP® and Daniel Messeca, CFP®
245 episodes
21 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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Investing
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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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Severance & Independence
Check Your Balances
15 minutes
4 months ago
Severance & Independence
What can the hit Apple TV show Severance teach the fellas about saving for financial independence? Join us this week as Ross and Dan explore the idea that you might be "severed" from the version of yourself that you're supposed to be saving money for. Wishing everyone a safe and happy 4th of July! Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
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...