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Fed Rate Cut. What It Means for You.
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.
Travel and Adventure in Retirement
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.
Own Assets that Outpace Inflation
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.
Estate Planning Essentials: Gift and Estate Taxes
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.
Trusts, Beneficiaries, and Financial Planning
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.
Intra-Generational Wealth Transfer
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.
Market Update July 2024
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.