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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

14:26

FYR014: Strong Market Performance & Rebalancing...

Well Balanced ·

2024/10/04

In our latest podcast episode with Jason Ranallo, we dive into strong market performance over the last couple of years and rebalancing opportunities. Listen in to learn how prior year tax carryforwards work and how investors use them to offset taxes on future capital gains.Jason explains how investors can use tactics like rebalancing and tax-loss harvesting in their portfolios. Plus, we discuss importance of staying proactive during both up and down markets. Key discussion topics: Understand how

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03:23

MP010: Fed Rate Cut. What it Means for You with Jason

Well Balanced ·

2024/09/20

In our latest podcast, we explore the Federal Reserve’s recent half-point interest rate cut—from 5.5% to 5%. This is the Fed’s first major reduction since 2019 and coincidentally occurred on the same day as a half-point cut in 2007.Here’s a brief look at how this rate cut may impact you: Savers and Borrowers Borrowers: Lower rates mean cheaper borrowing costs, benefiting those with variable-rate debts and those taking on new loans. Savers: Expect yields on savings accounts and Treasury bills to

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29:31

FYR013: Divorce: Financial Planning Considerations...

Well Balanced ·

2024/09/06

This week's podcast discusses divorce's emotional and financial complexities. It features personal insights from Vector's Scott Rose and expert advice from managing director Sharon Calhoun, a Certified Divorce Financial Analyst (CDFA).Listen in to gain a deeper understanding of asset division, spousal support, and the importance of building a professional team early in the process. Sharon explains why financial assets like IRAs and brokerage accounts should be treated differently in settlements

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20:42

WB003: Travel and Adventure in Retirement with George

Well Balanced ·

2024/08/30

In this episode of our Well Balanced podcast, Jason Ranallo sits down with George, who is four years into retirement and a client at Vector. In this conversation, they unpack a life enriched by travel, birdwatching, and the pursuit of experiences. George shares how he has prioritized travel and adventure, starting with canoe trips in the Ozarks and SCUBA diving in Mexico.Later in life, when his kids were around 10-12 years old, he and his family took a Y2K trip around the world. Another pivotal

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02:58

MP009: Own Assets that Outpace Inflation with Jason...

Well Balanced ·

2024/08/23

News Recap: Inflation, Mortgage Rates, and the Stock Market.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. - vectorwealth.com/contact - vectorwealth.com/regulatory - Transcript: In this episode of Market Perspective, we will explore recent developments in the financial world and what they could mean for you

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12:38

FYR012: Estate Planning Essentials: Gift and Estate...

Well Balanced ·

2024/08/08

Did you know that individuals can gift up to $18,000 without incurring any tax? For married couples, this amount can be doubled to $36,000 through gift splitting, making it a powerful tool for transferring wealth. In our latest podcast episode, senior wealth advisor Mike Nesheim discusses the annual gift tax exclusion, among other financial planning strategies for intra-generational wealth transfer.When gifting highly appreciated assets such as stocks or real estate, Mike says donors should

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13:14

FYR011: Trusts, Beneficiaries, and Financial Planning...

Well Balanced ·

2024/08/02

We are excited to share the latest conversation in our intra-generational wealth transfer series. In this episode, Chris Wagner, one of Vector's knowledgeable wealth advisors, shares financial planning insights to help ensure your financial legacy.Learn how to use different financial planning tools to avoid probate, set wealth transfer conditions, and honor your wishes. We discuss beneficiary designations, the roles of wills and trusts, and trust administration. Chris says, for some families,

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13:18

FYR010: Intra-Generational Wealth Transfer with Joe...

Well Balanced ·

2024/07/26

Ever wondered how to effectively pass on your legacy while ensuring your own financial security? Learn about intra-generational wealth transfer with Joe Grochowski, a long-serving advisor at Vector Wealth. Joe shares his practical experience to help you navigate the complexities of gifting, inheritance, and financial planning. This episode isn't just about numbers; it's about making thoughtful decisions that honor your family's values. If you're exploring the idea of a lump sum inheritance or

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14:20

Market Update July 2024 with Vector's Jason Ranallo

Well Balanced ·

2024/07/19

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 and discussing the impact of index concentration, this episode is packed with valuable insights. We also cover global investment, currency exchange effects, housing market trends, inflation, wage growth, and consumer sentiment.Whether you're interested in understanding the current state of the market or

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31:04

WB002: Finding Balance and Reducing Stress with Tory...

Well Balanced ·

2024/07/12

We are excited to share insights from Vector’s latest Well Balanced podcast episode, which features Tory Schaefer, Senior Director of Yoga Operations at Lifetime.Tory joins Sharon Calhoun, Vector’s Managing Director, to discuss the importance of integrating a wellness practice, like yoga, into your life. Discover how to stay present, reduce stress, and support better decision-making. Whether you're a seasoned yoga practitioner or just curious about ways to stay grounded, this episode offers

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03:49

MP006: The Three Trillion Dollar Club

Well Balanced ·

2024/06/28

As of this month, there are only three companies in the world that have achieved a market capitalization (market value) of over $3 trillion: Nvidia, Microsoft, and Apple. One thing these companies have in common is artificial intelligence. In this Market Perspective episode, Vector’s Jason Ranallo discusses past and present concentrations of market leadership. We look back 30 years to companies like General Motors, Cisco Systems, and General Electric. At the time, these blue chips were some of the

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03:24

FYR009: 5 Financial Planning Topics for Recent Grads...

Well Balanced ·

2024/06/13

Our message today is for the students in your life. Learning is a lifelong pursuit, and transitions like graduation can mark milestones in your student’s education journey. We know that many in our audience value the importance of establishing a solid financial foundation, and starting early can be a big part of that.Here are five financial planning topics perfect for sharing with those just starting out in their careers or taking the next step. Create a Budget Manage Student Loans Build an

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27:53

FYR008: Savings Strategies for College and Beyond...

Well Balanced ·

2024/05/29

Did you know that May 29th is 529 Day? This quirky, not-quite-a-holiday day is a great opportunity to learn about planning for your family's future education needs while enjoying some light-hearted fun. Listen or watch our latest podcast episode to find out how 529s, and other savings accounts, can help you save smartly for education expenses.In this podcast, dated 5/29, Chris Wagner, a wealth advisor at Vector, discusses financial planning to help you maximize your college savings potential. He

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15:27

FYR007: Master Your Next Car Purchase with Vector’s...

Well Balanced ·

2024/05/24

If you’re considering buying a new car within the next few years, this podcast is for you. For many clients, a new car purchase is a significant financial decision. Senior wealth advisor Mike Nesheim, CFP®, talks through several aspects of car buying, from leases and loans to selling taxable investments to fund the purchase. As a financial planner, Mike emphasizes the importance of thinking ahead and strategically approaching car purchases.Mike says that knowing a vehicle’s cash price upfront is

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03:32

MP005: Market Perspective with Vector’s Jason Ranallo

Well Balanced ·

2024/05/16

In this week's Market Perspective, we get into some noteworthy stats coming out of markets and the economy. Here are the highlights: Stock Market: The S&P 500 recently experienced a 5% swing during the March-April-May period. The U.S. stock market is now back to an all-time high. Part of the reason for the move up, we believe, is due to corporate earnings results which have been stronger than expected. About 77% of companies have reported results above expectations. Jobs Market: The job market

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14:54

WB001: Meaning & purpose beyond financial security -...

Well Balanced ·

2024/05/06

Finding meaning and purpose beyond financial security becomes principal, especially as one transitions into retirement. In this podcast, Vector's Scott and Ezra talk with senior wealth advisor Joe Grochowski to explore how retirees have harnessed their newfound freedom and resources to lead fulfilling lives. The acronym PUSH stands for Purpose, Use Time, Socialize, and Health. Purpose is fundamental, acting as the driving force behind daily activities. For instance, one of our clients found renewed

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22:54

FYR006: Social Engineering with Sharon Calhoun and...

Well Balanced ·

2024/04/26

In our latest podcast episode, Sharon Calhoun, managing director at Vector Wealth Management, and Suzy Klapperich, chief compliance officer, discuss the pressing issue of social engineering and cybercrime. Their discussion sheds light on the manipulative tactics that scammers use and provides valuable insights on how to safeguard your personal information.Key Highlights from the Discussion: Rising Threat: We’re seeing an alarming rise in fraud cases, with statistics showing hundreds of millions

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28:17

Market Update with Jason Ranallo

Well Balanced ·

2024/04/19

Did you know that over half of the global voting populace will have the chance to vote in what’s been dubbed the biggest election year in history.In this Market Perspective podcast, Vector’s Jason and Ezra discuss the S&P 500’s recent highs, economic trends, and the implications of geo-political events on the markets. We get into persistent inflation rates, noting a shift from anticipated declines to a slight acceleration, potentially altering the timeline for expected Federal Reserve interest

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08:33

FYR005: The 10 Best Days with David Moser

Well Balanced ·

2024/04/12

In this latest podcast episode, David Moser, wealth advisor at Vector Wealth, discusses the implications of missing just the ten best days in the market over 20 years. We look at a recent 20-year period of the S&P 500 stock index and find that its performance was halved from 9.8% annualized to just 5.6% when missing those precious 10 days.Put another way, an initial investment of $10,000 in the S&P 500, left untouched for 20 years, would have grown to around $65,000. Being out of the market

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18:42

FYR004: Charlie Gruys: What if I don’t have enough to...

Well Balanced ·

2024/03/22

In our latest podcast, Vector wealth advisor, Charlie Gruys delves into the role of scenario planning to align one’s investment policy with their life needs and goals. The conversation explores how engaging with different financial scenarios may help clarify the path towards a more confident financial future. By carefully modeling various financial decisions, such as the purchase of new vehicles, paying off a mortgage, or planning a significant vacation, individuals can assess the impact of today’s

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