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.

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)

Interview with Today’s Business Radio. Focused on inflation. The way you and I spend is likely different, and one’s investment portfolio and future planning should take the differences into consideration. (audio)

To help us understand gains, losses, and tax impacts, we are joined by senior wealth advisor Joe Grochowski. He discusses the relationship between tax returns and portfolio results and how healthy rebalancing can lead to taxable events.