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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

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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