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PODCAST

Well Balanced

Vector Wealth Management

Well Balanced | Financial Planning, Goals Based Investing, Market Perspective, Wealth Management.A passionate and entertaining look at money and investing in and for retirement. For those that enjoy podcasts like Smart Money, On Investing, and BiggerPockets, Well Balanced is worth adding to your feed.Disclosures about our firm and this podcast.Vector Wealth Management is registered as an investment adviser with the Securities Exchange Commission (SEC). Registration as an investment adviser does not

business investing

All Episodes

04:13

MP021: The Latest GDP Report, Imports, and Context...

Well Balanced ·

2025/05/03

Every quarter, a new set of GDP reports make headlines. In our latest podcast we dig into Gross Domestic Product, market reaction, and dig into the details behind the numbers. Here’s the backdrop: The first estimate of Q1 GDP report showed the U.S. economy contracted in the first quarter of the year—which rattled markets Wednesday morning. That said, if you checked markets after lunch the same day, you might have missed the whole reaction. As with most things, there is a nuanced story beneath

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04:54

MP020: A Steady Framework to Navigate a Turbulent...

Well Balanced ·

2025/04/17

This week, we’re applying our facts-frame-approach concept (introduced in last week’s podcast) to a couple of themes making headlines: tariffs and market volatility.News Theme One: Tariffs and Historic Market Reaction On April 2, the administration announced sweeping tariffs on a range of imported goods. After an initial market decline of nearly 20%, a 90-day tariff pause was issued, and markets quickly rebounded — posting a 9.5% single-day gain, one of the highest on record. This highlights

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04:40

MP019: Facts, Framework & Approach with Jason Ranallo

Well Balanced ·

2025/04/10

In times of market swings, it’s easy to feel like you’re being swept along by a wave of headlines and data points. At Vector Wealth, we believe that while facts, like market prices, are important, they only tell part of the story. Sound investment decisions come not just from knowing the facts, but from having a framework that gives those facts meaning and direction.In our latest podcast episode, Facts, Framework & Approach, Jason Ranallo walks through the current state of the market and

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03:57

MP018: Consumer Sentiment and the Stock Market with...

Well Balanced ·

2025/03/28

When people feel the worst about the economy, that’s often when markets perform their best. Strange, right? But this is one of the fascinating dynamics we see when we dig into consumer sentiment—a gauge of how people feel about the economy.The March preliminary Consumer Sentiment Index slumped 7 points to a lower-than-expected reading of 57.9. This was the third consecutive decline, bringing sentiment to its lowest level since 2022. The sharp deterioration is historically consistent with a slowdown

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03:32

MP017: Moderate Corrections are Part of the Investing...

Well Balanced ·

2025/03/14

Stock market volatility has returned, driven in part by increased uncertainty. As of March 11th, the S&P 500 was down about 9.3% from its all-time high made in February. The largest tech-oriented companies, like those comprising the Magnificent 7, experienced an even steeper decline. While this can feel unnerving, it’s important to remember that five to 10 percent market declines are not unusual.Over the past 100 years or so: - A 5% market decline has occurred about 3.4 times per year (mild

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14:18

FYR022: Protect Your Partner’s Financial Future. Why...

Well Balanced ·

2025/03/07

In this podcast episode, senior wealth advisor Mike Nesheim discusses the importance of financial planning for surviving spouses. We explore the role of financial advisors in guiding families through the complexities of asset management, distribution strategies, and legacy planning.The conversation emphasizes the need for open communication between spouses about financial goals and the necessity of involving family members in the planning process. We also highlight the significance of proper

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02:57

MP016: Tariffs, Economic Activity & The Super Bowl...

Well Balanced ·

2025/02/07

You might wonder—do tariffs or the Super Bowl cause inflation? Locally, and in the short term, yes. This week, two seemingly unrelated events—proposed tariffs and the Super Bowl—offer us a chance to dig into consumer behavior in the face of potentially rapidly changing pricing.Tariffs can drive up prices on goods which increases costs for consumers and businesses. Tariffs, broadly, act like a tax—they create friction in trade, making it harder for businesses to operate efficiently. Think supply

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02:51

MP015: Why Markets Move: The Power of Shifting...

Well Balanced ·

2025/01/31

This week’s Market Perspective explores the significant influence of future expectations on economic activity. We illustrate the point through a few examples: Nvidia's stock volatility, the Federal Reserve's interest rate decisions, and the impact of social media on tourism. The discussion emphasizes how new information can shift economic value and consumer behavior, highlighting the dynamic and interconnected nature of markets.Key Insights Stock prices (like Nvidia's) reflect a volatility driven

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20:40

FYR021: Sharp Edges and Smooth Runs with Charlie Gruys

Well Balanced ·

2025/01/25

In this episode we discuss the importance of regular maintenance in both skiing and financial planning, emphasizing how proactive measures can prevent larger issues down the trail. Vector advisor Charlie Gruys shares insights from his experience as a youth ski coach, detailing the process of tuning skis and dialing DINs. The conversation also covers common financial to-dos, the significance of regular budget reviews, and the need for portfolio rebalancing. Ultimately, we cover the importance of

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36:45

MP014: 2025 Market and Economic Outlook with Kara Murphy

Well Balanced ·

2025/01/16

Jason Ranallo and Kara Murphy discuss the economic and market outlook for the upcoming year. They explore various themes including market trends, the impact of U.S. debt, the performance of the Magnificent Seven stocks, and the influence of AI on productivity. The conversation also covers mergers and acquisitions, real estate investment considerations, and the effects of political administration on market dynamics. The session concludes with insights on planning for future investments and the

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03:15

FYR020: A Bucket-Based Approach to Navigating Market...

Well Balanced ·

2025/01/11

When it comes to withdrawing from your portfolio, timing is everything. During your working and saving years, the average annual return over time is what matters most since you’re not actively withdrawing funds. However, as you approach retirement and begin drawing from your portfolio, the sequence of returns—the order in which market gains or losses occur—takes on much greater importance. Poor returns experienced early in retirement can significantly impact the longevity of your savings.At Vector

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06:12

FYR019: Financial Planning Tips for a New Year with...

Well Balanced ·

2024/12/27

As we approach 2025, it’s great time to plan for a financially strong year ahead. In this podcast, Vector Advisor, Chris Wagner discusses Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), and explores Roth conversions.Chris also reminds us to review beneficiary designations to ensure they align with your wishes. Did you know: The gift tax exclusion increases to $19,000 in 2025. For charitably inclined individuals, a donor-advised fund may offer tax benefits and

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11:51

MP013: Consumer Confidence, Holiday Spending, and...

Well Balanced ·

2024/12/20

In this episode of our podcast, Jason Ranallo and Kara Murphy discuss the current state of the markets and consumer behavior, particularly in the context of the holiday spending season. They explore the complexities of consumer confidence, the impact of inflation on spending habits, and the performance of the stock market, including the potential for a Santa rally. Kara shares insights on the health of consumer balance sheets, the labor market, and the overall economic outlook for the coming

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31:22

FYR018: The Art of Business Valuation & Exit...

Well Balanced ·

2024/12/13

In this engaging conversation hosted by Vector’s Jason Ranallo, Matthew Hartranft, an experienced M&A attorney with Brutlag Trucke & Doherty, shares practical strategies for business owners navigating the mergers and acquisitions (M&A) landscape. With a background in banking and inspiration drawn from his early legal and volunteer experiences, Matt emphasizes the importance of understanding your business’s value and being prepared for potential exits, even if they aren’t imminent.He

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41:19

WB004: Inside Senior Living - A conversation with...

Well Balanced ·

2024/11/27

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 engaging podcast episode, creator and executive producer of the groundbreaking PBS docuseries Inside Senior Living, Melissa Fritz explores the important and often complex topic of senior living with Joe Grochowski, Senior Wealth Advisor at Vector Wealth Management. Inside Senior Living (website) is a show that provides a relatable and educational perspective,

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04:03

MP012: All-Time Highs, Recession, and Long-Term...

Well Balanced ·

2024/11/16

With major stock indices at record highs, some investors are asking, ‘Is now the time to pull back?’ In this podcast we dive into the numbers, address recent market movements, and explain why a long-term perspective remains essential.Key discussion points: Market Milestones in 2024 51 all-time highs, the Dow at 44,000, and the S&P 500 above 6,000 What Happens After All-Time Highs? Looking back: Discussion of all-time highs and historical growth over time. The Recession Question: Is It on

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19:59

FYR017: Mortgages, Market Trends, and Real Estate...

Well Balanced ·

2024/11/08

In a recent conversatior, Vector senior wealth advisor Mike Nesheim hosts mortgage expert Tyler Wiltse from Cambria Mortgage. Tyler shares his insights into the current mortgage landscape, focusing on everything from interest rate trends to strategic refinancing.Tyler emphasizes that while recent interest rate hikes may deter some buyers, real estate remains a strong investment. For those unsure about timing, he advised that consulting a mortgage expert early on is essential, especially when

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11:06

FYR016: Three Timeless Investing Principles with...

Well Balanced ·

2024/10/25

In our latest podcast, we explore three key investing principles that we believe every investor should keep in mind.First, time in the market is generally more effective than trying to time the market. Trying to predict the highs and lows is challenging and can reduce your potential gains if you miss just a few key trading days. Second, while the range of potential market outcomes in any given year is wide, it historically narrows given time. This reinforces the importance of a long-term

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18:00

MP011: Market Update October 2024 with Jason Ranallo

Well Balanced ·

2024/10/16

In our latest podcast episode, Jason Ranallo, Director of Portfolio Management, provides an in-depth review of recent market performance and key economic trends. Starting with last quarter’s market performance and discussing recent all-time highs. We also cover September’s Federal Reserve cut, yield curve normalization, and mortgage rates.Whether you're interested in understanding the current state of the market or looking for a deeper strategic understanding, this podcast episode offers a

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30:18

FYR015: Navigating Divorce: Key Steps for Protecting...

Well Balanced ·

2024/10/11

In our latest podcast episode, Scott Rose and Sharon Calhoun dive into financial considerations during and after a divorce. Sharon is managing director at Vector and holds a Certified Divorce Financial Analyst (CDFA®) designation. She emphasizes the importance of addressing both the emotional and financial aspects of divorce. Note that this episode is the second conversation on the topic of divorce and financial planning. For those wanting additional context, including a recording of the first

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67 results

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