All Episodes
Well Balanced — 79 episodes
Where to Keep Your Cash for Retirement
The Three Stages Stages of Retirement
Is Your Retirement Plan Ready for Reality?
Fraud Prevention and Cybercrime Tactics – Part Two Fireside, Q&A
Fraud Prevention and Cybercrime Tactics – Part One with Boima Freeman
Market Perspective: 2025 in Review, 2026 in Focus
Organizing Your Financial Documents for the New Year with Charlie Gruys
Six Tips for Retirees and Savvy Savers with Chris Wagner
Market Perspective: Changing Interest Rate Environment
Updating Your Will as You Approach Retirement
The Power of Family Meetings: Building Trust, Clarity, and a Lasting Legacy
The Backdoor Roth Explained - Unlocking a Retirement Savings Strategy
Consumer Confidence Is Low — Here’s What That Means
A simple lesson worth sharing: The power of compound interest with David Moser.
Minnesota Estate Taxes: What Non-Residents Need to Know about Owning Property in MN with Sharon Calhoun
FYR033: Online Scams: How to Spot and Stop Them Before It’s Too Late
FYR032: Medicare: Upcoming Changes and How to Prepare with Joe Grochowski
FYR032: Your Fall Financial Checklist: 5 Simple Tasks with Chris Wagner
FYR031: 5 Tax Prep Opportunities Before Year End with Mike Nesheim
MP025: The “September Effect”: Myth, Data, and Market Perspective
FYR030: 3 Ways to Use Your Portfolio for Short-Term Borrowing with David Moser
MP024: All-time Highs, Earnings, Rates. Market Perspective with Vector’s Jason Ranallo
FYR029: Charitable Giving with Veteran Tom Lyons and Chris Wagner
FYR028: Business Valuations and Exit Strategies with Tom Lyons. Hosted by Sharon Calhoun.
FYR027: One Big Beautiful Bill Act: What It Means for You. A conversation with Vector’s Sharon & Joe.
MP023: Markets, Debt Ceiling, Home Un-Affordability at All Time Highs
FYR026: Treat Yourself: Why Intentional Spending Matters in Retirement with Chris Wagner
FYR25: Target Date Funds in Retirement Accounts with Mike Nesheim
FYR024: Weddings and Financial Planning with Joe Grochowski
FYR023: The 10X Retirement Savings Rule with Charlie Gruys
WB005: Art, Math, and Financial Planning with Emily Victory
MP022: Moody’s Downgrade of U.S. Credit with Jason Ranallo
MP021: The Latest GDP Report, Imports, and Context with Jason Ranallo
MP020: A Steady Framework to Navigate a Turbulent Market with Jason Ranallo
MP019: Facts, Framework & Approach with Jason Ranallo
MP018: Consumer Sentiment and the Stock Market with Jason Ranallo
MP017: Moderate Corrections are Part of the Investing Journey with Jason Ranallo
FYR022: Protect Your Partner’s Financial Future. Why Every Couple Needs a Plan for the Surviving Spouse with Mike Nesheim.
MP016: Tariffs, Economic Activity & The Super Bowl with Jason Ranallo
MP015: Why Markets Move: The Power of Shifting Expectations with Jason Ranallo
FYR021: Sharp Edges and Smooth Runs with Charlie Gruys
MP014: 2025 Market and Economic Outlook with Kara Murphy
FYR020: A Bucket-Based Approach to Navigating Market Uncertainty
FYR019: Financial Planning Tips for a New Year with Chris Wagner
MP013: Consumer Confidence, Holiday Spending, and Market Trends with Kara Murphy
FYR018: The Art of Business Valuation & Exit Readiness: A Conversation with M&A Attorney Matt Hartranft
WB004: Inside Senior Living - A conversation with Melissa Fritz & Joe Grochowski
MP012: All-Time Highs, Recession, and Long-Term Investing with Jason Ranallo
FYR017: Mortgages, Market Trends, and Real Estate with Mike Nesheim
FYR016: Three Timeless Investing Principles with Charlie Gruys
MP011: Market Update October 2024 with Jason Ranallo
FYR015: Navigating Divorce: Key Steps for Protecting Your Financial Future with Sharon Calhoun
FYR014: Strong Market Performance & Rebalancing Opportunities with Jason Ranallo
MP010: Fed Rate Cut. What it Means for You with Jason
FYR013: Divorce: Financial Planning Considerations with Sharon Calhoun
WB003: Travel and Adventure in Retirement with George
MP009: Own Assets that Outpace Inflation with Jason Ranallo
FYR012: Estate Planning Essentials: Gift and Estate Taxes with Mike Nesheim
FYR011: Trusts, Beneficiaries, and Financial Planning with Chris Wagner
FYR010: Intra-Generational Wealth Transfer with Joe Grochowski
MP007: Market Update July 2024 with Vector's Jason Ranallo
WB002: Finding Balance and Reducing Stress with Tory Schaefer
MP006: The Three Trillion Dollar Club
FYR009: 5 Financial Planning Topics for Recent Grads with Vector's Jason Ranallo
FYR008: Savings Strategies for College and Beyond with Chris Wagner
FYR007: Master Your Next Car Purchase with Vector’s Mike Nesheim
MP005: Market Perspective with Vector’s Jason Ranallo
WB001: Meaning & purpose beyond financial security - PUSH with Joe Grochowski.
FYR006: Social Engineering with Sharon Calhoun and Suzy Klapperich
MP004: Market Update with Jason Ranallo
FYR005: The 10 Best Days with David Moser
FYR004: Charlie Gruys: What if I don’t have enough to retire?
FYR003: Understanding Annuities with Mike Nesheim
MP003: Powell and Buffett: In the News
FYR002: Choosing a Senior Living Community
MP002: When. Not If.
MP001: Market Update January 2024
FYR001: Concentrated Position
WB000: Sine of the Times - Investing can be an emotional roller coaster.