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.

Stock quote: “Happy is the man who can make others better, not merely when he is in their company, but even when he is in their thoughts!” Well Balanced Vol. 34 is a round-up of topics to help you get today right.  

Charitable gifting through foundations, DAFs, and endowments isn’t just about writing a check—it’s about creating something lasting.

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.

Make the Most of the Year-End. The end of the year is a busy time, but it’s also an opportunity to set the stage for a financially secure future.