Happy Birthday, Dan! In this special episode, we’re celebrating another trip around the sun by taking a deep dive into Dan’s personal finances over the last 12 months. It’s been a whirlwind of a year defined by two of life’s biggest milestones: packing up and moving to a new home, and welcoming a beautiful new baby to the family.

Join us as Dan opens up his own playbook to share the real-life financial strategies, unexpected expenses, and budget adjustments that come with major life transitions. From navigating the housing market to prepping the nursery (and the bank account) for a newborn, we break down how to keep your financial plan on track when everything is changing. Whether you're expecting a major life shift of your own or just want a look at how financial advisors manage their own money through major milestones, you'll want to tune in!

Send us Fan Mail

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

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör Ross Anderson, CFP® and Daniel Messeca, CFP®. Innehållet i podden är skapat av Ross Anderson, CFP® and Daniel Messeca, CFP® och inte av, eller tillsammans med, Poddtoppen.