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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

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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03:32

FYR003: Understanding Annuities with Mike Nesheim

Well Balanced ·

2024/03/15

Are annuities a boon or a bane for your portfolio? When is it wise to hold onto an annuity, and when might it be time to let go?In this podcast episode, we talk through annuities with Vector senior wealth advisor Mike Nesheim. An annuity is a financial product issued by an insurance company, generally designed to create an income stream. Periodically, clients come to Vector with one or more annuities as part of their overall portfolio. While everyone’s portfolio and financial situation is unique,

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15:41

MP003: Powell and Buffett: In the News

Well Balanced ·

2024/03/08

In this week’s episode of our Market Perspective podcast, we dive into recent financial news and its implications on the economy.We kick off the discussion with Federal Reserve Chairman Jerome Powell's recent comments on potential interest rates adjustments. Powell said, “When we do get that confidence, and we’re not far from it, it’ll be appropriate to begin to dial back the level of restriction.” Jason and Ezra discuss what this means for inflation and the overall market. The spotlight then turns

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28:10

FYR002: Choosing a Senior Living Community

Well Balanced ·

2024/02/09

Sharon Calhoun, managing director at Vector, is joined by senior housing counselors Liz Rue and Lisa Woltrang from Folkestone, a senior living community in Wayzata. In this conversation, they emphasize the necessity of discussing transitions during times of calm rather than crisis, allowing for thoughtful decision-making.According to the Administration for Community Living, 70% of adults over 65 will require long-term care at some point, with an average stay of 3.2 years in a senior living

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18:15

MP002: When. Not If.

Well Balanced ·

2024/02/02

In our latest podcast episode, we talk about the Federal Reserve's recent stance on interest rates, sparked by Federal Reserve Chair, Jerome Powell's remarks this week. Contrary to the anticipated rate cut in March, Powell suggested such measures might not be immediately necessary, stating, “We don’t have a growth mandate.” The Fed’s comments have led to a recalibration of market expectations, underscoring the ongoing and significant influence that the Federal Reserve's outlook has on financial

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39:31

MP001: Market Update January 2024

Well Balanced ·

2024/01/24

Our Market Perspective this week covers several topics focused on markets and the economy. The timestamps and chapters listed below mark specific sections for easy access to topics. Otherwise, start from the beginning and enjoy a rich discussion of context and perspective. Times and Topics (minutes : seconds ... chapters) 00:10 ... Put me in Coach 01:23 … Market Update 02:00 … Q4 Performance 04:06 … Magnificent 7 & Breadth 07:47 … Interest Rates 13:45 … After High Rates 16:35 … Inflation &

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17:38

FYR001: Concentrated Position

Well Balanced ·

2024/01/11

Key Take Aways A concentrated position is when a single investment, often a stock, makes up more than 10 percent of a portfolio. Concentration introduces a risk factor to the portfolio where the loss-of-value in a single position could materially impact the overall performance. Selling a concentrated position may have tax consequences depending on the type of account where the investment is held. Charitable contributions, multi-year disposition planning, and option strategies may be

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03:24

WB000: Sine of the Times - Investing can be an...

Well Balanced ·

2024/01/05

Investors, broadly, make rational decisions sometimes. For all the other times, emotion plays a part. This is not new; this is part of the reason markets go through cycles. The image of a sine wave with its peak and trough can be a useful way to visualize the glory and agony of participating in financial markets. It's normal to feel a range of emotions as we internalize the performance of our portfolios.

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