WELL BALANCED 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.