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
FYR010: Intra-Generational Wealth Transfer with Joe Grochowski
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 W…
MP007: Market Update July 2024 with Vector's 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 a…
WB002: Finding Balance and Reducing Stress with Tory Schaefer
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 …
MP006: The Three Trillion Dollar Club
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 ha…
FYR009: 5 Financial Planning Topics for Recent Grads with Vector's Jason Ranallo
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 a…
FYR008: Savings Strategies for College and Beyond with Chris Wagner
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 f…
FYR007: Master Your Next Car Purchase with Vector’s Mike Nesheim
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…
MP005: Market Perspective with Vector’s Jason Ranallo
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 t…
WB001: Meaning & purpose beyond financial security - PUSH with Joe Grochowski.
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 Gr…
FYR006: Social Engineering with Sharon Calhoun and Suzy Klapperich
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 cyber…
MP004: Market Update with Jason Ranallo
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 a…
FYR005: The 10 Best Days with David Moser
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 per…
FYR004: Charlie Gruys: What if I don’t have enough to retire?
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 e…
FYR003: Understanding Annuities with Mike Nesheim
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 …
MP003: Powell and Buffett: In the News
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 Powel…
FYR002: Choosing a Senior Living Community
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 emphasi…
MP002: When. Not If.
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 ra…
MP001: Market Update January 2024
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 …
FYR001: Concentrated Position
Key Take Aways
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A concentrated position is when a single investment, often a stock, makes up more than 10 percent of a portfolio.
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Concentration introduces a risk factor to the portfolio where the l…
WB000: Sine of the Times - Investing can be an emotional roller coaster.
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 w…