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)

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.

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.

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)

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.