WELL BALANCED PODCAST

It’s not just about today’s data—it’s about what investors expect tomorrow. Nvidia’s stock swings, the Federal Reserve’s rate decisions, and even TikTok-fueled tourism all have one thing in common: expectations shape economic reality. (podcast)

We discuss the importance of regular maintenance in both skiing and financial planning, emphasizing how proactive measures can prevent larger issues down the trail. Vector’s Charlie Gruys shares insights from his experience as a youth ski coach and wealth advisor. (Podcast)

Recording of our recent live stream with Jason Ranallo and Kara Murphy. They look back on 2024 then discuss the economic and market outlook for the upcoming year. And Barbie.

As you approach retirement and begin drawing from your portfolio, the sequence of returns—the order in which market gains or losses occur—takes on much greater importance. Poor returns experienced early in retirement can significantly impact the longevity of your savings. (podcast)

Vector Advisor Chris Wagner discusses key financial planning topics for the new year, including Required Minimum Distributions (RMDs), tax-smart giving strategies like Qualified Charitable Distributions (QCDs) and donor-advised funds. The new year marks a great reminder to review account beneficiaries and ensure your financial plan is on track. (podcast)

Kara shares her insights on consumer behavior, the labor market, and what’s driving today’s market trends.  Kara is CIO of Kestra Investment Management, and this episode offers valuable takeaways for navigating the holiday season’s economic and financial dynamics. (podcast)

In this podcast, M&A attorney Matthew Hartranft shares practical strategies to prepare your business for a successful exit. From understanding your business’s true value to leveraging negotiations, discover actionable insights that maximize outcomes in today’s dynamic market.

Senior living is more than just a place—it’s a journey, and this episode explores how to navigate it with intention and empathy. In this podcast, creator, and executive producer of the groundbreaking PBS docuseries Inside Senior Living, Melissa Fritz, explores the important and often complex topic of senior living.

In this podcast, we dive into the numbers, address recent market movements, and explain why a long-term perspective remains essential. Multiple market all-time highs year to date. What now?

Mortgages are a critical piece of an individual’s overall financial strategy. In this podcast, Mike Nesheim hosts mortgage consultant Tyler Wiltse to discuss interest rate trends, refinancing, and more.

From time in the market to managing risk beyond market volatility, this discussion will help you understand a case for long-term investing. Listen to our podcast with Vector’s Charlie Gruys.

This episode is packed with valuable insights for investors. Vector’s Director of Portfolio Management provides an in-depth review of recent market performance and key economic trends.

Whether you're navigating a divorce or simply want to be financially prepared, this podcast episode is packed with actionable advice. From understanding the difference between marital and separate property to safeguarding your credit and updating your financial documents.

Learn how rebalancing during up and down markets can align your portfolio with long-term goals. (Podcast)

The Federal Reserve’s recent half-point rate cut aims to ease borrowing costs and stimulate the economy. We discuss the rate cut’s impacts on savers, borrowers, and investors in this Market Perspective podcast.

Scott Rose and Sharon Calhoun dive into divorce's emotional and financial challenges, offering insights on navigating this major life transition. From asset division to mediation strategies, listeners will learn about practical next steps to help plan for an independent financial future.

Listen in on this conversation to discover practical tips on planning for travel, the joys of slow travel, and the lasting impact of shared experiences. Vector client George talks with Jason and shares how his lifelong love of travel is shaping his retirement years.

Learn why owning assets that outpace inflation is a key tenet to navigating today's economic landscape. We explore recent trends in inflation, mortgage rates, and the stock market, offering insights on how to preserve your purchasing power.

Mike Nesheim explores current gift tax limits and related financial planning topics. Discover ways to maximize your wealth transfer potential while optimizing for tax liabilities.

Vector’s Chris Wagner discusses intra-generational wealth transfer, offering practical insights to help ensure a seamless transition of assets. Topics range from the importance of beneficiary designations to the nuanced roles of wills and trusts.

Learn about passing on your wealth while ensuring your financial stability. From lump sum inheritance planning to lifetime gifts, Joe's thoughtful guidance in this podcast will help you explore your options and make decisions that honor your family's values.

This episode is packed with valuable insights for investors. Vector’s Director of Portfolio Management provides an in-depth review of recent market performance and key economic trends.

What does yoga have to do with retirement and financial planning? In this podcast, hosted by Sharon Calhoun, you will learn how to improve decision-making and manage stress with insights from our guest yogi Tory Schaefer.

Nvidia, Microsoft, and Apple have achieved a market capitalization of over $3 trillion, highlighting the impact of AI in their growth. As the market wonders if these "AI darlings" are peaking, we discuss changes in market leadership and breadth.

Five financial planning topics for new grads: create a budget, manage student loans, build an emergency fund, save for retirement, and maintain good credit. Share these essentials with the student in your life to help set the stage for their financial stability.

Wealth Advisor Chris Wagner, CFP®, shares valuable insights on college savings strategies, covering everything from 529 plans to the flexibility of UTMA accounts. Learn how to maximize your education savings and make informed financial decisions for your family's future.

If you’re considering buying a new car within the next few years, this podcast is for you. For many clients, a new car purchase is a significant financial decision. Senior wealth advisor Mike Nesheim, CFP®, talks through several aspects of car buying.

We explore the latest trends in financial markets, highlighting the stock market advancing to all-time highs alongside corporate earnings that have been better than expected. We also discuss the "Goldilocks" jobs market, small business sentiment, and inflationary pressures indicated by the rising Producer Price Index (PPI).

We discuss the essential components of a fulfilling retirement. PUSH stands for Purpose, Use of Time, Social Connection, and Health. These four ideas intertwine to create a rich and rewarding post-career life. Our podcast explores practical examples from our clients at Vector Wealth Management, who find joy and satisfaction in balancing leisure with meaningful activities. (podcast)

Sharon and Suzy explore how scammers exploit emotions like urgency, trust, and fear to manipulate individuals into revealing sensitive information. Discover key insights on how to recognize and protect yourself from these deceptive tactics. (podcast)