Check Your Balances
Hosted by Dan and Ross · Ross Anderson, CFP® and Daniel Messeca, CFP®
4.8from 138 ratings
- 297
- Episodes
- 31
- Transcribed
- 138
- Ratings
- Daily
- Cadence
- 2021
- First episode
- 26K
- YouTube views
About Check Your Balances
Managing your money doesn't have to be boring. Check Your Balances is your weekly financial co-pilot, hosted by two experienced financial planners. We deliver straight-talk strategies and expert-level advice to help you save, invest, and finally feel 100% in control on your journey to financial independence.
- Publisher
- Ross Anderson, CFP® and Daniel Messeca, CFP®
- Category
- business · education
- Language
- en
- Explicit
- No
- First episode
- 3 Feb 2021
- Latest episode
- 14 Oct 2026
Latest episodes
31 of 297 episodes have a transcript.
14 Oct 2026TRANSCRIPT
Squeezing Into 0% Capital Gains & The Non-Deductible IRA Trap
7 Oct 2026
The High-Rate Reality Check
30 Sept 2026
Priced Out: Who Is Long-Term Care Insurance Even For?
Inside a recent episode
Squeezing Into 0% Capital Gains & The Non-Deductible IRA Trap
Published 14 Oct 2026 · Transcript excerpt
[…] I think we're on board there in general. Okay. So he then says, if an employee has a workplace retirement plan and makes over $91,000 AGI, then contributions to a traditional IRA are not deductible at all. So if you are covered by a work retirement plan, and that is true, that there is a threshold at which you can no longer make deductions. Now, that threshold, he said $91,000, that is the full deduction. That's where it phases out completely. That's if you're filing single or head of household. If you're married filing jointly, there's a phase out between $129,000 and $149,000. So I'll just clarify that, but that's where the two thresholds are, where if you have a workplace plan, they say, if you make more than that, you can't deduct this anymore because you've already got access to a thing that you can deduct. […]
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See plansReach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 25,702
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 5.0 / 5
- 70 ratings
- Spotify
- 4.6 / 5
- 68 ratings
Podcast Authority Score: 73 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 62
- Social presence
- 91
- YouTube
- 76
- Engagement
- 90
Contact Check Your Balances
- Guest appearances
- Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Check Your Balances
Who hosts Check Your Balances?
Dan and Ross host the show. Published by Ross Anderson, CFP® and Daniel Messeca, CFP®.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does Check Your Balances take guests?
The show does not typically feature guests, based on episode analyses.
Where can I read transcripts?
31 of 297 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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