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Showing episodes and shows of
Ross Anderson - Constellation
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The Global Fine Wine Podcast
South African Bordeaux Blends Part 1/9 - Bacco Estate Red Blend 2020, Trophy Winner GFWC23
SummaryIn this episode, Ross Anderson introduces the 2023 Global Fine Wine Challenge and highlights some exceptional wines from around the world. The focus is on Bordeaux blends, starting with the Bacco Estate Red Blend 2020 from South Africa. Ross provides information about the wine's origin, composition, and the founding of Bacco Estate. He shares the feedback from the judges, who praise the wine's bold flavors, elegance, and balance. Ross also mentions additional reviews and where to find the wine. Stay tuned for more.This is part 1 of 9 short podcasts highlighting South Africa's...
2024-02-21
06 min
Check Your Balances
2023 In Review
Ross and Dan Reveal Their Most Ridiculous (and Relatable) 2023 Purchases and how the markets did. We've all been there: splurging on something we definitely didn't need. Ross and Dan take you on a lighthearted journey through their own hilariously questionable spending habits of 2023. You'll laugh, you'll cringe, you'll realize you're not alone in your financial oddities.Email your questions for the show to checkyourbalances@outlook.com to have them featured on an upcoming mailbag.This episode is on YouTubeFind us on InstagramSend us a textSend your questions...
2024-01-03
29 min
Constellation Trance Podcast - Ross Anderson
Ross Anderson - Classic Trance Vinyl Mix #1
After 20 years i have got some turntables and vinyls again...after a couple of weeks practice this is my first recorded vinyl mix in nearly 20 years! No editing, exactly as it was recorded on 29th December 2023 at approximately 18:30.... Tracksuit will follow on....please be kind in the comments :-)
2023-12-29
1h 02
The Global Fine Wine Podcast
Mission Hill Family Estate with Corrie Krehbiel (Okanagan Valley, Canada)
3 time is a trick!! We're back in Canada, and to one of my absolute favourite wine producers... period! Mission Hill Family Estate is located in the beautiful Okanagan Valley, a region producing outstanding wines across the board. I was hooked at first taste back in 2016 when Canada and Mission Hill submitted their first entries into the Global Fine Wine Challenge, and each subsequent year has re-affirmed my love of these incredible wines.In this episode, Ross Anderson chats with Mission Hill's Chief Winemaker, the delightful Corrie Krehbiel. Mission Hill, under Corrie's guidance has the Midas touch...
2023-07-16
49 min
Constellation Trance Podcast - Ross Anderson
Trance Nation - Ferry Corsten - Ross Anderson CD1 Full Mix Version
The latest in my 'Full Version' mixes - this time the seminal Trance Nation, CD1. This album got played so many times by me, so I hope I have done the mix justice. A couple of substitute versions snuck in but it still works :-) 1. Robert Miles - Children (Dream Version 2. System F - Out of the Blue (Original Mix) 3. DJ Sakin & Friends - Protect Your Mind (For the Love of a Princess) (Lange Mix 4. Storm - Storm 5. Underworld - Dark & Long (Dark Train) 6.Age of Love - Age of Love (Watch Out for the Stella Club Mix) 7. Lucid...
2023-07-10
1h 43
The Global Fine Wine Podcast
Elgin Vintners with Gus Dale (Elgin, South Africa)
In this episode, Ross Anderson is off to a South African wine region home to some iconic producers, that specialises in cool-climate viticulture…. But is more commonly known for its apple orchards and the sparkling soft drink Appletizer. Ross is joined by Augustus Dale, a man who has done a number of things in the wine world thus far including winemaking, viticulture, marketing, sales and bespoke wine tours and shows no signs of slowing down. Gus recently joined Elgin Vintners as the winemaker and business director. Check out Elgin Vintners online at www.elginvintners.co.za
2023-06-20
1h 02
Culture-Wise
Challenges in Connecting Relationally with LDS
Good relational connections with Latter-day Saints may not come naturally to everyone. What might be some challenges and barriers that keep us from connecting well? What practical steps can we take to overcome these challenges? Listen in to hear insights from Ross Anderson about how to do this.
2023-06-19
43 min
The Global Fine Wine Podcast
Hester Creek Estate Winery with Mark Hopley (Okanagan Valley, Canada)
In this episode, Ross Anderson is joined by Canadian winemaker – Mark Hopley from Hester Creek Estate Winery in the beautiful Okanagan Valley of British Columbia. Mark has been the winemaker at Hester Creek since 2013 but has been making wine since graduating in 1997. Hester Creek have been a regular participant in the Global Fine Wine Challenge since Canada joined in 2016, representing the top 120 wines produced in Canada and going up against the finest from the other New World Participating Nations. Hester Creek specialise in Pinot Blanc, Trebbiano and Cabernet Franc, amongst other varieties.Be sure to vis...
2023-06-17
55 min
The Global Fine Wine Podcast
Chandon Australia with Dan Buckle (Yarra Valley, Australia)
In this episode, Ross Anderson is joined by one of Australia’s leading winemakers, who has had a hand in crafting several very well-known premium Australian wines. For the past 10 years, Dan Buckle has applied his skills at Domaine Chandon in the beautiful Yarra Valley, crafting a range of one of Australia's most recognised Sparkling wines.Domaine Chandon has been a regular participant in the Global Fine Wine Challenge and the Six Nations Wine Challenge prior to that, representing the top 120 wines produced in Australia and going up against the finest bubbles from the other New World Pa...
2023-06-17
49 min
The Global Fine Wine Podcast
Terravista Vineyards with Nadine Kinvig (Okanagan Valley, Canada)
We're off to a country making some incredible wines - Canada! I'm constantly surprised by the depth and calibre of wines being made in Canada. Quality is second to nobody, the range of varietals being planted, nurtured and made into premium wines is similar to any leading region in the wine world and the skill of the winemakers is world class. What i'm no longer surprised to hear is "What! Canada makes wines!" Yes... they do, and oh boy... you need to get amongst it!In this episode, Ross Anderson chats with Nadine Kinvig from Terravista Vineyards...
2023-05-31
32 min
The Global Fine Wine Podcast
Groot Constantia with Flo Beukes (Constantia, South Africa)
In this episode, were off to a historic wine estate, nestled in a beautiful part of the world. Groot Constantia is an important part of World Wine Heritage and a world-class international tourism destination, capturing the rich and diverse heritage of South Africa, to deliver a unique cultural, social and historical experience, to locals and tourists alike. The estate is South Africa’s oldest wine producing farm dating back to 1685 and is an iconic example of the preservation of South African culture and heritage in the wine industry.Ross Anderson is joined by Floricius (Flo) Beukes, a ma...
2023-05-25
49 min
The Global Fine Wine Podcast
House of Arras with Ed Carr (Tasmania, Australia)
In this episode, Ross Anderson is joined by Australia’s finest Sparkling winemaker – Group Sparkling Winemaker for Accolade wines, and the man behind the House of Arras, Mr Ed Carr. Ed has been making wines for more than 35 years and his patience and determination have helped turn Australia into a serious sparkling producer, as well as putting Tasmania on the wine map.In 2018 Ed received a lifetime achievement award from the Champagne and Sparkling Wine World Championships in London – the only winemaker outside of Champagne to win this award. Ed has been voted winemaker of the year – twice, a...
2023-05-23
58 min
Constellation Trance Podcast - Ross Anderson
Ross Anderson - Techno & Trance - Supporting Andy Whitby - DeJaVu Blyth 4th Feb 2022
Hi all this is my warm up set from the superb Andy Whitby event @ DeJaVu Blyth on 4th Feb. A superb crowd that were well up for what I threw at them early doors ready for the main acts!! Tracklist: 1. Bicep - Glue (Karney Belfast Bootleg) 2. Solar Factor - Urban Shakedown (Bryan Kearney Remix) 3. Mark Dekoda - Rave Harder Techno Bass 4. Deborah de Luca - Hey Britney 5. Kai Tracid & Genlog - Mockmoon (Peace, Love, XTC) 6. Tony de Vit - Are You All Ready? (Spektre Remix) 7. Eliza Rose - B.O.T.A (Justus Edit) 8. Jam & Spoon - Right In The...
2023-02-10
1h 33
Check Your Balances
Tax Traps to Avoid
This week Ross and Dan unpack five "tax traps" that can sneak up on you if you're not paying attention to them. Tune in for what to look for and possibly how to mitigate the impact.As always, know that Ross & Dan are not CPAs or Tax Preparers. Any tax discussion is strategic in nature, and should always be discussed with your personal tax advisor prior to implementing!Send your questions for the show to checkyourbalances@outlook.com to be featured!Send us a textSend your questions for upcoming show...
2023-02-08
28 min
Constellation Trance Podcast - Ross Anderson
Ross Anderson - Promo Mix - Andy Whitby @ DeJaVu 04/02/23
A quick promo mix to give some flavour as to what to expect at the Andy Whitby @ DeJaVu Blyth event on 4th February 2023 A mix of harder, bouncy then some hardstyle at the end. Lots of trance influences in here plus a cheeky hard house classic for good measure Track list to follow….
2023-01-29
1h 17
Check Your Balances
The Role of Bonds
At the risk of putting you to sleep, Ross and Dan try to take on bonds. As an incredibly large, meaningful, and often misunderstood asset class, the primer on how and why bonds might belong in your portfolio is hopefully helpful.Ross talks briefly about this chart showing the 10 year treasury yield relative to the real yield, and we know you love a good chart.Send your questions for the show to checkyourbalances@outlook.com to have questions or topics featured!Send us a textSend your questions for upcoming show...
2022-10-26
25 min
Check Your Balances
Summer Hodgepodge: Student Loan Relief & More
A sad tale of the sandwich that never got eaten, Ross and Dan follow up on the $100 Million deli. They also discuss the student loan relief package and the food budget of a 20-something high-earner in DC. E-mail us with questions at checkyourbalances@outlook.com with show topics, questions, or feedback!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-08-31
22 min
Check Your Balances
The Integrated Life with Sharon Schneider
This week we are joined by Sharon Schneider, author of Handbook for an Integrated Life: A Practical Guide to Aligning Your Everyday Choices with Your Internal Compass. Sharon has overseen the deployment of over $1.5 Billion in philanthropic capital for some of America's most prominent families, and has now written a guide on how to be more purposeful with the dollars flowing through your household budget.Visit Sharon's website: https://www.theintegratedlife.com/Click here to get your copy of Handbook for an Integrated LifeHave questions for Ross and Dan? Email us at checkyourbalances@ou...
2022-08-24
32 min
Constellation Trance Podcast - Ross Anderson
Clubbers Guide To Ibiza 1999 (CD2 Judge Jules) - Ross Anderson Full Mix Version
Another full mix version of a favourite CD - this time the classic 'Clubbers Guide to Ibiza, Summer 1999' I had to replace a couple of tracks as I didn't have them, but they were still from 1999 so they work :-) 1. Friends Of Matthew - Out There (Lange Remix) 2. The Olmec Heads - Spiritualised (Original Mix) 3. Blockster - Grooveline (Matt Darey Remix) 4. DJ Tiësto - Theme From Norefjell (Magikal Remake) 5. Lovechild - Liberta (Moonman Remix) 6. The Morrighan Remember (To The Millennium) (Lange remix) 7. Aurora - Hear You Calling (Original Mother Earth Mix) 8. Chicane - Saltwater (Disco Citizens Vs. Tomski R...
2022-08-21
1h 49
Check Your Balances
Investing in Real Estate
Ross and Dan clarify their position that they aren't (complete) bears when it comes to real estate investing, but they want to consider the range of options available. Check out this week's show to hear some of their favorite ways to access a lucrative asset class.Send your stories or questions for the show to checkyourbalances@outlook.com to be featured!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-08-17
28 min
Check Your Balances
Getting a Late Start to Saving
Are you one of the many people who feel they got a late start saving for their future? In this episode, we discuss how to approach your finances if you fall into that camp. Ross also gets a rare message of support for one of his unpopular opinions. Send your questions to checkyourbalances@outlook.com.Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-08-10
28 min
Check Your Balances
The Most Important Number
Is it possible to boil your financial planning down to a single critical number? In this week's episode, Ross and Dan try to get to the bottom of that question. Send your questions and thoughts on rice cakes to checkyourbalances@outlook.com.Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-08-03
27 min
Check Your Balances
Point-Counterpoint
Ready for a financial planning throwdown? Ross and Dan go head to head as they debate heated topics in financial planning. Friend of the show Matt Trogdon joins as moderator. In the episode Dan made reference to a book, but forgot the name. It was The Outsiders by William N. Thorndike, Jr., which tells the story of 8 unconventional CEOs and how their approach to capital allocation led to their success.Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-07-27
33 min
Constellation Trance Podcast - Ross Anderson
Classic Trance Mix - Ross's 40th - (Part 2)
Part 2 of my 40th Birthday mix series - here we have more of the same classic trance anthems, just in a slightly different order lol - enjoy! 1. Novy vs Eniac - Pumpin (Flickman Remix) 2. Sander van Doorn - Riff (Original Mix) 3. Gitta - No More Turning Back (Yomanda Remix) 4. Storm - Storm Animal (Club Mix) 5. R.B.A. - No Alternative (Original Mix) 6. Lost Tribe - Gamemaster (Signum Remix) 7 . Jan Johnston - Calling Your Name (Thrillseekers Remix) 8. Fragma - Toca Me (In Petto 'Darren Simpson Miracle' Edit) 9. Kuffdam & Plant - Summer Dream (Stoneface & Terminal Remix) 10. Tiesto Feat. BT - Love...
2022-07-26
1h 31
Check Your Balances
The Biggest Loser: Thinking About Stocks with Big Losses
On this week's episode we discuss our feelings for Jimmy Buffet's music and review our thoughts on App Economy Insight's article, How To Handle Big Losers.Submit questions for the show to checkyourbalances@outlook.com to have Ross and Dan weigh in!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-07-13
27 min
The Global Fine Wine Podcast
Yalumba Wines with Louisa Rose (Barossa Valley, South Australia)
In this episode Ross Anderson interviews the amazing Louisa Rose, Chief Winemaker for Yalumba based in South Australia's Barossa Valley. From the Hill-Smith family, who have owned and operated the winery for over 170 years, to their community of growers, the whole Yalumba family is dedicated to the same thing: making exceptional wine.Lou is passionate about creating great Australian wine. During her 20-year + career at Yalumba, she has become one of the world’s most respected winemakers. She has, almost single handily forged an identity for Australian Viognier, winning multiple awards in the process, all while leading he...
2022-07-07
50 min
Check Your Balances
5 Levels of Financial Independence
We celebrate Independence Day with a breakdown of how we define 5 (or is it 6?) levels of financial freedom. Our simple to understand framework should apply to wherever you are in your financial life today and give you a target for how to get to the next step.Submit questions for the show to checkyourbalances@outlook.com to have Ross and Dan weigh in!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-07-06
26 min
Check Your Balances
The Scout Mindset
How can approaching things with a "scout mindset" make us better investors? Ross and Dan discuss their takeaways from Julia Galef's book The Scout Mindset: Why Some People See Things Clearly and Others Don't.Shoot a note to checkyourbalances@outlook.com with any questions, comments, or jokes for the team!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-06-29
22 min
Check Your Balances
SECURE 2.0 - What's coming?
It feels like just yesterday we were talking about what was in the first SECURE act, and now we get to talk about the sequel. Ross and Dan talk about what is expected (and stupid) in the current proposals. Send your questions to checkyourbalances@outlook.com to have them answered on our air! Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-06-22
24 min
Constellation Trance Podcast - Ross Anderson
Classic Trance Mix - Ross's 40th Mix (Part 1)
As part of my 40th Birthday I thought Id put together a mini series of mixes across a few genres - first up classic trance! Enjoy and thanks for the support! 1. Adam White & Andy Moor presents Whiteroom - The White Room 2. Zirenz - Edge of Space (Whiteroom Remix) 3. Perpetuous Dreamer - The Sound Of Goodbye (Armin’s Tribal Feel) 4. Three Drives On A Vinyl - Greece 2000 5. Solarstone- Seven Cities (V-One's Living Cities Mix) 6. The Quest - C-Sharp 7, DB Boulevard - Point Of View (Lange Remix) 8. The Thrillseekers - Synaesthesia (En-Motion 2004 Re-Edit) 9. Above & Beyond - Alone Tonight (Above & Beyond's Club Mix) 10. So...
2022-06-21
2h 02
The Global Fine Wine Podcast
Kumusha Wines with Andrew Caillard MW, Tinashe Nyamudoka (Blind Ambition/Kumusha) & Attie Louw (Opstal Wines, Wellington, South Africa)
In this episode Ross Anderson & Andrew Caillard MW interview Tinashe Nyamudoka, owner of the wine brand Kumusha and super star of the movie Blind Ambition together with his partner in the Kumusha brand, winemaker Attie Louw from Opstal winery in Wellington, South Africa.This is the biggest interview done to date, both in terms of the number of people involved and due to the sheer level of interest in the movie Blind Ambition. The movie is a true story of four Zimbabwean refugees who were forced to flee their home country in search of a better life...
2022-06-15
57 min
The Global Fine Wine Podcast
Artwine with Judy Kelly (Adelaide Hills, South Australia)
In this episode Ross Anderson interviews the delightful Judy Kelly, Owner & General Manager of Artwine in the stunning Adelaide Hills of South Australia. If Artwines philosophy could be summarised in a sentence, it would be, "A tale of good taste and the search for emerging varieties." Driven by a deep love for Art, and a dedicated focus on Mediterranean style wines, Artwine was born of Glen and Judy’s passion for both of them. There is unwavering belief at Artwine that ‘old world’ wine varieties including Arneis, Albarino, Fiano, Montepulciano, Gruner Veltliner, Graciano and Gamay are the ‘emerging’ future of...
2022-06-15
32 min
Check Your Balances
FPA Takeaways: Upstream Gifting, QSBS Exclusions
Ross and Dan recap their takeaways from last week's Financial Planning Association conference. In particular they cover two strategies that can help avoid capital gains tax: upstream gifting, and the qualified small business stock exclusion.E-mail your questions or thoughts for Ross and Dan to checkyourbalances@outlook.com!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-06-15
19 min
Check Your Balances
Is a recession coming?
Do you share the same financial concerns as Cardi B? We think you might. This week's show addresses a 20:1 stock split and how negative the overall sentiment seems right now. The chart Ross references in the show can be seen here.E-mail your questions for Ross and Dan to checkyourbalances@outlook.com to have them weigh in!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-06-08
22 min
Constellation Trance Podcast - Ross Anderson
Clubbers Guide to 2000 (CD2) Ross Anderson Full Mix Version
Another 'full' mix version of a very influential CD in my musical past - CD 2 Clubbers Guide to 2000. Epic. All full versions with just one subtitute as had no digital version anywhere, but I think it works. Enjoy 1 Dial M for Moguai - King of rock (Tomcraft mix) 2 DJ Dero - Revolution 07 (Robbie Rivera Remix) 3 Space Brothers - Shine 2000 (Commie mix) 4 Ralph Fridge - Angel 5 Paul Van Dyk - Another way 6 The Clergy - Saints & sinners (Saints mix) 7 Hi-gate - Pitchin' (Celine Diablo remix) 8 Starfighter - Apache (Hi-Gate remix) 9 Spoiled & Zigo - More & more (Instrumental) 10 G.D - Choral reef 11 ...
2022-06-01
1h 47
Check Your Balances
Leaving and Receiving Gifts
Ross and Dan dive into the mailbag for this episode. They tackle a listener question on how to think about inherited assets as well as the strategies for saving money on behalf of your kids. E-mail your questions for the show to checkyourbalances@outlook.com.We're YouTubers! Smash that subscribe button to check out our video content.Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-06-01
23 min
Check Your Balances
Nowhere to hide?
This week Dan and Ross consider whether life insurance could act as a safe haven in what we're calling the "Nowhere to hide" market. And we also answer a listener question about where to focus savings.E-mail your questions for the show to checkyourbalances@outlook.com.YouTube Channel coming soon... Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-05-25
21 min
Check Your Balances
Wrong Decisions, Right Outcomes
Inspired by the story of Fred Smith gambling to save FedEx early on, Ross and Dan explore scenarios where wrong financial decisions may have positive outcomes.Send questions for the show to checkyourbalances@outlook.com to be featured on the show.Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-05-04
20 min
Check Your Balances
Positive Actions in Negative Markets
Market got you down? Ross and Dan kick around positive actions that you can (potentially) take in a negative market.Send questions for the show to checkyourbalances@outlook.com to be featured on the show (and get a CYB mug!).Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-04-27
22 min
Check Your Balances
Student Loans with Anna Helhoski
On this episode, Ross and Dan are joined by Anna Helhoski - Nerdwallet's authority on Student Loans. Read more from Anna by visiting her Nerdwallet profile here:https://www.nerdwallet.com/blog/author/anna/Email us at checkyourbalances@outlook.com if you have any questions or comments for the show!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-04-20
27 min
Check Your Balances
Does the traditional 401(k) suck?
This week we're calling it a rant episode. Ross and Dan take on some very broad tax advice being given out on social media, and debate whether you should get excited about stock splits. Submit your financial planning questions to checkyourbalances@outlook.com to be featured on the show!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-04-13
24 min
The Global Fine Wine Podcast
Hoosegg Wines with Philip Shaw (Orange, NSW - Australia)
In this episode Ross Anderson interviews Philip Shaw, an icon of the Australian wine industry, on his new project, Hoosegg Wines based out in the Orange Wine Region of New South Wales, Australia. Philip was a key part of the global rise of the Rosemount Brand, something he is very proud of, and quite rightly so.Amongst other topics, our chat with Philip includes discussing Hoosegg Jade Moon Cabernet Franc's success at the 2021 Global Fine Wine Challenge where the wine represented Australia's top 120 wines and competed against the best wines of the New World.Philip...
2022-04-06
25 min
The Global Fine Wine Podcast
Te Whare Ra Wines with Anna Flowerday (Marlborough - New Zealand)
In this episode Ross Anderson interviews Anna Flowerday, a native Australian making her mark in Marlborough, New Zealand alongside husband Jason at Te Whare Ra wines. Amongst other topics, our chat with Anna touches on her ongoing allegiance to the Wallabies Rugby Team, how they discovered Te Whare Ra and acquired the property in 2003, their winemaking principles and a discussion on Te Whare Ra Single Vineyard Gewurztraminer 2020's medal success at the 2021 Global Fine Wine Challenge where the wine represented New Zealand's top 120 wines and competed against the best wines of the New World.Thanks f...
2022-04-06
32 min
The Global Fine Wine Podcast
PAULMARA Estate with Mara & Paul Georgiadis & Jason Barrette (Barossa Valley, Australia)
In this episode Ross Anderson interviews Mara & Paul Georgiadis & winemaker Jason Barrette, to discuss their PAULMARA project based in the heart of the Barossa Valley. With a long association for all three to the iconic Penfolds Brand, it is clear that this has paved the way for PAULMARA's success. Both Paul and Jason we heavily involved in the Penfolds fabric, with Jason making some of the iconic Penfolds Private Bin wines. Amongst other topics, our chat with the team includes a discussion on Mara's Napa Valley heritage, Greece, their love of the Barossa, alternate varieties as well as...
2022-04-06
36 min
The Global Fine Wine Podcast
L'Ecole No.41 Winery with Marty Clubb (Walla Walla, Washington State USA)
In this episode Ross Anderson interviews Marty Clubb, owner and winemaker for L'Ecole No.41 Winery based in Walla Walla, Washington State. L'Ecole have been a force to be reckoned with since America joined the Global Fine Wine Challenge back in 2013, and constantly perform at the highest level, taking out trophy honours in 2016 in the Bordeaux Blends class.Amongst other topics, the chat with Marty includes a reflection of 30+ vintages at L'Ecole, Walla Walla and Washington States perfect climate for growing premium grapes, a laser like focus on producing world class Bordeaux Blends and his love of Peter...
2022-04-06
40 min
The Global Fine Wine Podcast
Coxs' Vineyard with Simon Cox (Gibbston, New Zealand)
In this episode Ross Anderson interviews Simon Cox, owner of Coxs' vineyard in Gibbston, New Zealand. A relatively unknown quantity and first time representative for the New Zealand entries at the 2021 Global Fine Wine Challenge, its fair to say that Coxs' vineyard Pinot Noir has left a mark on all that tasted this phenomenal wine.Amongst other topics, the chat with Simon touches on his accidental entry into the wine game, excitement around the 1st Chardonnay being made, crowdsourcing viticultural decisions on the property, the building of a 7 tiered amphitheatre on site and his musical aspirations. We...
2022-04-06
36 min
Check Your Balances
Regret as a Tool
Inspired by Dan Pink's new book The Power of Regret, Ross and Dan reflect on how regret has played a part in their financial planning practice. Also, Dan shaved his beard and head to support St. Baldrick's Foundation.Send us your questions and thoughts to checkyourbalances@outlook.com!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-03-23
21 min
Check Your Balances
iBuying (or iSelling) - Ross Sold His House
Ross sold his home recently and details what an exploration of the iBuying process was like. A farewell episode to "Dirty Mike and the Boys."Send your questions for the show to checkyourbalances@outlook.com. Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-03-09
26 min
Check Your Balances
Janice Gets a Job Offer
Of course more money is better than less money (unless you ask Biggie, in which case mo money is mo problems), but how much can a shift in salary impact your retirement trajectory? Ross and Dan create a scenario for their made up client, Janice McExample, to see how it plays out.Email us at checkyourbalances@outlook.com if you have any questions for the show!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-03-02
21 min
Check Your Balances
Donor Advised Funds
Elon Musk has been in the news for giving away Tesla stock, and the news presented an interesting slant on Donor Advised Funds (DAF). Ross and Dan weigh in with their take on why DAF accounts can be a powerful planning tool and how you might consider using them.Submit questions to the show to checkyourbalances@outlook.com!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-02-23
23 min
Check Your Balances
Estate Planning and Uncertainty
Ross and Dan explore the basics of estate planning that everyone needs, and how to plan effectively in an area with so many variables. You'll also get to hear about Dan's second career path that could have been at the end.Submit questions to checkyourbalances@outlook.com to have them featured on the show!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-02-16
26 min
Check Your Balances
Morningstar's New Safe Withdrawal Rate; ETFs Vs Index Funds
This week we unpack Morningstar's report entitled: The State of Retirement Income: Safe Withdrawal Rates. Do we need to replace the old 4% rule with the 3.3% rule? We also address the differences between ETFs and Mutual Funds when it comes to index investing.You can download Morningstar's report using this link.Do you have a question or comment you'd like covered on the show? Email us at checkyourbalances@outlook.com and maybe the spirit will inspire Ross to mail Check Your Balances mugs once again.Send us a textSend your questions for u...
2022-02-09
31 min
Check Your Balances
Business Lessons From Our Favorite Shows
What real life lessons about business and investing can we learn from scripted television? This week, Ross and Dan pull back the curtain on their TV habits and share some moments from The Office and Silicon Valley that ring true in real life.Have you had any "a-ha" moments watching your favorite TV show? We'd love to hear about it! Email us at checkyourbalances@outlook.com to share your takeaways with us.Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-02-02
22 min
Check Your Balances
Celebrating Our First Year with a Market Correction
A roundtable discussion of how to keep the recent market movement in context and focus on the big picture of your personal financial plan. Ross and Dan are joined by Matt Trogdon to discuss how the market has started 2022, and some strategies that we are using to relax along the way.Send your financial planning questions to us at checkyourbalances@outlook.com!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-01-26
27 min
Check Your Balances
An Interview with Brian Feroldi
YouTuber, investor, speaker, and author Brian Feroldi joins the show to talk about the inspiration for his series of personal finance graphics and the book he has coming out this spring.Pre-order Brian's Book: Why Does the Stock Market Go UpFollow Brian on: YouTube, Instagram, TwitterSend your questions for Ross and Dan to us at checkyourbalances@outlook.com.Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-01-19
24 min
Check Your Balances
We Make an NFT
Ross and Dan were on a mission to bring to life Bill Mann's vision of a Monkey Butt on the blockchain. They did so by creating the Monkey Butt NFT! This week, we discuss what the process was like to create an NFT, and we also address a listener question about financial aid for college.To view the Monkey Butt NFT on Rarible click here. Worth a chuckle, but not your hard earned dollars. We don't recommend purchasing it.If you have personal experience with NFTs or any questions about personal finance, send your notes to c...
2022-01-12
23 min
Check Your Balances
2021: A Market Review
As the year comes to a close, Ross and Dan review the performance of several major stock indexes and discuss their takeaways from 2021. They also address Vanguard's Market Perspectives report which offers their 10 year asset class forecasts. Have you dozed off yet? E-mail us at checkyourbalances@outlook.com with your biggest investing takeaways from the year!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2021-12-29
31 min
Check Your Balances
The name's Bond...I Bond.
Many of us have experienced inflation to this point in 2021 through rising costs, however there is a flip side to that coin! Series I Savings Bonds, which pay an interest rate tied to inflation, are paying attractive rates. In this episode we discuss I Bonds, and Ross takes us through what it was like to purchase one through TreasuryDirect.gov.Have you reached any personal financial milestones in 2021? Let us celebrate your success! Email us at checkyourbalances@outlook.com to potentially be featured!Send us a textSend your questions for upcoming show to c...
2021-12-15
26 min
Check Your Balances
Rent, Buy, and PMI
Ross and Dan have real estate on the brain again. This week they discuss the tough rental market, along with some potential money saving tips whether you already own a home or are in the market for one. Send your questions for the show to checkyourbalances@outlook.com and receive a CYB mug while supplies last!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2021-11-17
22 min
Check Your Balances
Balancing Short- and Long-Term Goals
On this week's episode the team tackles a listener question which spurs a conversation on balancing short- and long-term goals. Ross lets us in on a wedding planning hack. And where in the world is Tyler?Submit any comments or questions you may have for the show to checkyourbalances@outlook.com and receive a free mug while supplies last!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2021-11-03
25 min
Check Your Balances
Happy Halloween: Financial Planning Horror Stories
Ross and Dan welcome Matt Trogdon, CFP to the show for the first time to share financial planning horror stories from celebrity life and beyond! Make sure you don't miss this special Halloween episode of Check Your Balances.Submit horror stories or any questions you may have for the show to checkyourbalances@outlook.com to receive a free mug while supplies last!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2021-10-27
25 min
Check Your Balances
When to Sell
People often grow comfortable with buying stocks, but how should you think about selling them? Ross and Dan talk about a few of the situations where you should say goodbye to shares within your portfolio. E-mail us at checkyourbalances@outlook.com to submit questions for the show!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2021-09-29
21 min
Check Your Balances
Personal Finance Lessons from the Movies
What personal finance lessons can we take away from a Will Ferrel movie? Check out this week's show to find out as Ross and Dan break down personal finance lessons from some popular movies.E-mail us at checkyourbalances@outlook.com to submit questions for the show!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2021-09-22
24 min
Check Your Balances
Episode 32: Back to School - Our Financial Literacy Curriculum
As kids head back to school for the fall, Ross and Dan breakdown what would be in their financial literacy course if they got to design it for high school students.Email your questions for the show to checkyourbalances@outlook.com to potentially have your question featured!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2021-09-08
25 min
Check Your Balances
Episode 31: The Advisory Business, Interview with Alan Moore
This week Ross and Dan are joined by Alan Moore. He is the CEO and co-founder of XY Planning Network, which has created a community of over 1,000 fee-only advisors focused on serving Gen X and Gen Y clients. To submit questions or topics for the show, email us at checkyourbalances@outlook.com!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2021-09-01
38 min
Check Your Balances
Episode 30: Talking Banking with Dr. Terri Friedline
Dr. Terri Friedline is the author of Banking on a Revolution and a professor at University of Michigan. She joins Ross and Dan to talk about underbanked and unbanked communities and structural reform that is needed in the banking system.To submit questions or topics for the show, email us at checkyourbalances@outlook.com!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2021-08-25
36 min
Check Your Balances
Episode 29: Advice To Our Younger Selves
The blog post Go Big, Then Stop by Nick Maggiulli inspired Ross and Dan to think about advice they would give to their younger selves. They reflect on the early days of their careers, the power of compounding, and the risks of faking it until you make it.Submit questions or feedback to the show using checkyourbalances@outlook.com!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2021-08-18
23 min
Check Your Balances
Episode 28: Should you rollover your 401(k)?
A mailbag episode, Ross and Dan read listener responses to how they'd spend lottery winnings and answer questions on net worth and 401(k) rollovers. There's a lot to unpack this week!Submit questions or feedback to the show using checkyourbalances@outlook.com!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2021-08-11
29 min
Check Your Balances
Episode 26: Revisiting the SECURE Act
At the end of 2019 a major piece of tax legislation was signed into law. The SECURE Act may have flown under the radar of many Americans as our focus quickly shifted towards a global pandemic. On this episode Ross and Dan review some major provisions of the SECURE Act and what they might mean for you.E-mail us at checkyourbalances@outlook.com with your questions or feedback for the show!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2021-07-28
23 min
Check Your Balances
Episode 25: Cash Allocations and Beyond
How much cash is too much in your portfolio? Ross and Dan launch from a listener question into their theory about allocation bands and how you choose to treat risk in your portfolio. They also react to Malcom Gladwell's enthusiasm for self-driving cars.E-mail us at checkyourbalances@outlook.com with your questions or feedback for the show!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2021-07-21
28 min
Check Your Balances
Episode 24: Talking Budgets with Kimberly Palmer
Kimberly Palmer, author of "Smart Mom, Rich Mom" and personal finance expert at NerdWallet, joins the show to talk about budgeting. Ross and Dan have historically considered themselves "anti-budgeters", but Kimberly flips them by offering a simple and practical framework for regaining control of your spending.E-mail us your personal finance questions or topics at checkyourbalances@outlook.com.Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2021-07-14
22 min
Check Your Balances
Episode 23: All Things Insurance
Ross and Dan ambitiously try to tackle life insurance, disability insurance, and long-term care insurance in a single episode. How to think about what you really need, and what products get sold in all the wrong ways.E-mail checkyourbalances@outlook.com to submit questions or feedback to the show!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2021-07-07
38 min
Check Your Balances
Episode 22: Relocation and Inflation
Ross and Dan answer a listener question on relocation, provide a helpful (free) resource for estimating your costs, and unpack what the bond market is currently telling us to expect in terms of inflation.Shoot us an email at checkyourbalances@outlook.com to let us know where you're thinking of relocating to in retirement or with other questions for the show!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2021-06-30
24 min
Check Your Balances
Episode 21: 10 Concepts to Make You a Better Investor
Ross and Dan compile a list of 10 of the most powerful concepts, mantras, and lessons they have learned about investing. Whether they help with your mindset, developing good habits, or combating a dangerous bias, we hope you take something positive from this week's show.Shoot an email to checkyourblaances@outlook.com to share your favorite investing lesson or a question you'd like Ross and Dan to weigh in on!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2021-06-23
29 min