In this episode of Check Your Balances, we're joined by Callum Thomas to tackle a crucial question for your portfolio: Do you own enough emerging markets? Callum shares his expert insights on the current landscape, potential, and risks of investing in these dynamic economies. Tune in to understand if your asset allocation is truly optimized for global growth.

Learn more about Callum at Top Down Charts and The Weekly ChartStorm

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This week, NerdWallet's Sara Rathner makes a second appearance on the show to talk about the changes to the Chase Sapphire Reserve card. As one of the most prominent travel cards and the market, and one that Ross happens to personally use... this was of particular interest.

Sara Rathner is a NerdWallet travel and credit cards expert. She has appeared on the “Today” show and CNBC’s “Nightly Business Report,” and has been quoted in The New York Times, The Washington Post, The Wall Street Journal, Yahoo Finance, Time, Reuters, NBC News, Business Insider and MarketWatch.

Learn more about her work here: https://www.nerdwallet.com/author/sara-rathner

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On this week's episode of Check Your Balances, a mailbag episode! Does Chat GPT know how each of your retirement account taxes actually works? How do the fees in mutual funds and ETFs actually get deducted? These questions and more as we dive into what our listeners want to hear us talk about.

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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!

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How do you you get your money to line up with being available when you actually need it? Designing a portfolio with this strategy in mind is called "Liability Matching" and it's a concept that Ross and Dan believe in and teach regularly. While rules of thumb like "The 4% Rule" get all the buzz, this is how to think about actually connecting your money with its purpose.

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Think you know the average American? Ross and Dan are about to find out if they do! Welcome to "Over Under," the brand new game on Check Your Balances where our hosts put their statistical savvy to the test. They'll compete in a lighthearted game to see how well they know the wealth and financial habits of the typical American.

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A surge in homes for sale relative to the number of buyers leads Ross to question whether his purchase of a home 6 months ago might have been poorly timed. Is he the worlds worst real estate investor? Only time will tell, but you can hear the boys discuss it on this weeks episode of Check Your Balances.

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This week on Check Your Balances, we tackle a listener question: Should your Roth IRA double as an emergency fund? We'll explore the pros and cons. We'll also demystify the critical difference between correlation and causation in personal finance. Understanding this distinction is key to making sound financial decisions, ensuring you build a robust financial plan based on true cause-and-effect, not just coincidental relationships.

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