What do you do when the numbers tell a different story than your gut? This episode tackles a common planner's dilemma: how to help clients truly believe their financial plan when the data clearly shows they'll be okay. We'll explore if it's about our planning approach, or the deeper issue of trusting the data itself.

Send us a text

Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram

Want a fun and engaging way to talk about money with your partner? This episode of Check Your Balances explores how "Would You Rather...?" style finance questions can be a fantastic tool for uncovering each other's financial values and perspectives. We'll show you how these playful scenarios can lead to richer, more meaningful conversations and ultimately strengthen your financial understanding as a couple.

Send us a text

Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram

On this episode of Check Your Balances, we're putting replacement ratios in the hot seat! Is this financial fortune-telling or just lazy math? We'll ask the tough questions: Are they the ultimate shortcut to a comfy retirement, or a recipe for financial disaster served up with a side of wishful thinking? Get ready for a lively debate as we uncover the truth behind these so-called rules of thumb and explore whether they're genius or just plain... well, sloppy. Tune in for a dose of financial reality with a twist of fun – because planning your future shouldn't be a snooze fest!

Send us a text

Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram