About this podcast
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.
Episodes
The newest 20 of 79 episodes
- Where to Keep Your Cash for Retirement · 4 minWhere should you keep your cash in retirement? The answer is about more than just finding the highest interest rate. In this video, Sharon Calhoun, Managing Director and Senior…
- The Three Stages Stages of Retirement · 3 minFor most people, retirement doesn’t stay the same from start to finish. It tends to move through distinct phases, each with different priorities and financial rhythms. Presented…
- Is Your Retirement Plan Ready for Reality? · 3 minRetirement isn't just leaving your job—it's a life shift. Your time, your days, and your finances all change. Here's what matters: ✅ Replace your paycheck with steady income…
- Fraud Prevention and Cybercrime Tactics – Part Two Fireside, Q&A · 59 minIn this informative presentation, Paul Ewing, Schwab’s Senior Technology Consultant, and Boima Freeman, Senior Financial Fraud Investigator at the Minnesota Department of…
- Fraud Prevention and Cybercrime Tactics – Part One with Boima Freeman · 43 minFraud is no longer rare—it's happening everywhere. In 2024 alone, three out of ten people experienced attempted fraud, with one in ten falling victim. For Minnesotans age 60 and…
- Market Perspective: 2025 in Review, 2026 in Focus · 7 minThe S&P 500 closed 2025 with an impressive 17% gain, underscoring the market’s resilience and strength. That strong finish came despite a challenging start to the year. In this…
- Organizing Your Financial Documents for the New Year with Charlie Gruys · 4 minAs we kick off the new year, we want to share a simple habit that can make a meaningful difference in your financial life: organizing your financial documents. Think of this as…
- Six Tips for Retirees and Savvy Savers with Chris Wagner · 6 minGet a head start on your financial goals for 2026! In this episode, Chris Wagner, Wealth Advisor at Vector, shares six financial planning topics for the year ahead. Financial…
- Market Perspective: Changing Interest Rate Environment · 4 minThe Federal Reserve (Fed) recently lowered interest rates again. We discuss why—and what it could mean for markets and investors. Here’s a clear, plain-English update. What the…
- Updating Your Will as You Approach Retirement · 4 minWhen it comes to retirement planning, one crucial piece often gets overlooked: your will. As you near retirement, a quick review can help ensure your wishes are clear and…
- The Power of Family Meetings: Building Trust, Clarity, and a Lasting Legacy · 5 minvectorwealth.com/contact - At Vector Wealth Management, we believe that strong families build strong legacies. One of the most effective—yet often overlooked—tools for achieving…
- The Backdoor Roth Explained - Unlocking a Retirement Savings Strategy · 6 minvectorwealth.com/contact - High-earning families often do everything right: they save, they invest, and they plan ahead. But many still bump into a frustrating limitation—income…
- Consumer Confidence Is Low — Here’s What That Means · 5 minA Moment of Low Consumer Confidence — and What’s Behind It In the most recent episode of Well-Balanced, Vector’s Jason Ranallo discusses the latest drop in U.S. consumer…
- A simple lesson worth sharing: The power of compound interest with David Moser. · 6 minSome lessons are too valuable to keep to ourselves. If there’s someone in your life—a child, grandchild, or friend—who’s just beginning to save or invest, consider passing along…
- Minnesota Estate Taxes: What Non-Residents Need to Know about Owning Property in MN with Sharon Calhoun · 10 minIf you own property in Minnesota but live elsewhere, you could face estate tax liabilities. Let’s say you live in Florida but own property in the great state of Minnesota—perhaps…
- FYR033: Online Scams: How to Spot and Stop Them Before It’s Too Late · 5 minOnline Scams: How to Spot and Stop Them Before It’s Too Late Fraudsters are getting smarter — and more personal. One in three adults will face an online scam attempt this year…
- FYR032: Medicare: Upcoming Changes and How to Prepare with Joe Grochowski · 6 minMedicare is an important part of retirement planning, and for many is a topic that can feel overwhelming—especially with significant changes on the horizon. In our latest video…
- FYR032: Your Fall Financial Checklist: 5 Simple Tasks with Chris Wagner · 4 minFall is the perfect time to do a little “financial spring cleaning.” At Vector, we’re committed to helping our clients achieve long-term goals, but there are also some small…
- FYR031: 5 Tax Prep Opportunities Before Year End with Mike Nesheim · 4 minFall is a natural time to pause, reflect, and make sure your financial plan is aligned. At Vector, we proactively look across our client’s financial picture to identify…
- MP025: The “September Effect”: Myth, Data, and Market Perspective · 4 minWhy September Stands Out If you’ve heard of the “September Effect,” you already know the reputation. Over a century of data, every month of the year has averaged a positive…
