This week we're diving into the big questions we think you should be asking. We break down the latest rumblings around SALT deduction changes and what they could mean for your tax bill. Then, we pivot to the ever-shifting housing market, and whether you should bite off a bigger purchase for better schools. And finally, is a recession really on the horizon? We analyze the economic tea leaves and offer insights to help you prepare.

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

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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.

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