Well Balanced
Well Balanced - Financial Planning, Bucket-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.
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Disclosures about our firm and this podcast.
Vector Wealth Management is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Vector’s current written disclosure brochure filed with the SEC which discusses among other things, Vector’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.
All content in this podcast is for information purposes only. Opinions expressed herein are solely those of Vector Wealth Management and our staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial advisor prior to implementation. It does not involve the rendering of personalized investment advice nor should it be viewed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities discussed. Please note that neither Vector Wealth Management nor any of it agents give legal or tax advice. The firm is not engaged in the practice of law or accounting. This presentation shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to anyone.
All information referenced is for illustrative purposes is not intended to be representative of any specific investment vehicle. Past performance is not indicative of future results. Charts, graphs, and returns do not represent the performance of Vector Wealth Management or any of its advisory clients. Returns do not reflect the impact that advisory fees and other expenses have on the results.
All investment strategies have the potential for profit or loss. There are no assurances that an investor’s portfolio will match or outperform any particular benchmark. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. All investment strategies have the potential for profit or loss.
- Update frequency
- every 9 days
- Average duration
- 15 minutes
- Episodes
- 60
- Years Active
- 2024 - 2025
MP015: Why Markets Move: The Power of Shifting Expectations with Jason Ranallo
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 R…
FYR021: Sharp Edges and Smooth Runs with Charlie Gruys
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 Cha…
MP014: 2025 Market and Economic Outlook with Kara Murphy
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 Magni…
FYR020: A Bucket-Based Approach to Navigating Market Uncertainty
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 withdr…
FYR019: Financial Planning Tips for a New Year with Chris Wagner
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 D…
MP013: Consumer Confidence, Holiday Spending, and Market Trends with Kara Murphy
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 …
FYR018: The Art of Business Valuation & Exit Readiness: A Conversation with M&A Attorney Matt Hartranft
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 navigatin…
WB004: Inside Senior Living - A conversation with Melissa Fritz & Joe Grochowski
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 th…
MP012: All-Time Highs, Recession, and Long-Term Investing with Jason Ranallo
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-…
FYR017: Mortgages, Market Trends, and Real Estate with Mike Nesheim
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 o…
FYR016: Three Timeless Investing Principles with Charlie Gruys
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 mark…
MP011: Market Update October 2024 with Jason Ranallo
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 p…
FYR015: Navigating Divorce: Key Steps for Protecting Your Financial Future with Sharon Calhoun
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 Financi…
FYR014: Strong Market Performance & Rebalancing Opportunities with Jason Ranallo
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 carryforwar…
MP010: Fed Rate Cut. What it Means for You with Jason
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…
FYR013: Divorce: Financial Planning Considerations with Sharon Calhoun
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 Certifi…
WB003: Travel and Adventure in Retirement with George
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 trave…
MP009: Own Assets that Outpace Inflation with Jason Ranallo
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 inflat…
FYR012: Estate Planning Essentials: Gift and Estate Taxes with Mike Nesheim
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 transf…
FYR011: Trusts, Beneficiaries, and Financial Planning with Chris Wagner
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 planni…