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The Bitcoin Cash Podcast The Bitcoin Cash Podcast Jeremy Well Balanced Well Balanced Vector Wealth Management RoofersCoffeeShop RoofersCoffeeShop RoofersCoffeeShop Heartwood Forest Protection Podcast Heartwood Forest Protection Podcast members of Heartwood and the forest protection movement It's No Fluke It's No Fluke Shorty Awards The Important Thing The Important Thing Michael Lopp Palisades Gold Radio Palisades Gold Radio Collin Kettell Automotive News Daily Drive Automotive News Daily Drive Automotive News Hospitality Meets... with Phil Street Hospitality Meets... with Phil Street Phil Street Invest In Her with Catherine Gray Invest In Her with Catherine Gray Catherine Gray, Founder SheAngelInvestors.com Investopoly Investopoly Stuart Wemyss & Campbell Wallace This Morning With Gordon Deal This Morning With Gordon Deal Compass Media Networks Everything Early Childhood Everything Early Childhood Leeza Browne Markets Now with Michelle Rook Markets Now with Michelle Rook Michelle Rook The $100M Entrepreneur Podcast The $100M Entrepreneur Podcast Brad Sugars The Best You - A Coaching Podcast: Personal Growth Through Real Conversations The Best You - A Coaching Podcast: Personal Growth Through Real Conversations Gary Gillan Attractive Mindset Attractive Mindset Mastermind Rich Welcome to Self® Unmasked with Dr Hayley D Quinn Welcome to Self® Unmasked with Dr Hayley D Quinn Dr Hayley D Quinn The Market Hustle The Market Hustle Josh Rebel Economics with Professor Steve Keen Rebel Economics with Professor Steve Keen Professor Steve Keen Oi, Let's Talk Oi, Let's Talk Kate Morris & Gemma Mullins Dropshipping Deep Dive Dropshipping Deep Dive Sell The Trend The Private Practice Success Podcast The Private Practice Success Podcast Gerda Muller Peter Pru | Option Sellers School Peter Pru | Option Sellers School Peter Pru Achievers Therapy Achievers Therapy Kingsley Nwaekwe Real Life Impact Podcast Real Life Impact Podcast Chuck Carstensen: Realtor with RE/MAX Results and Podcaster Higher Intelligence Higher Intelligence Dr. JC Bonilla #12minconvos with Jesus Believers #12minconvos with Jesus Believers Engel Jones Meet the Franchise Meet the Franchise 1851 Franchise Real Estate News Today | 2 Min News | The Daily News Now! Real Estate News Today | 2 Min News | The Daily News Now! The Daily News Now! Solo Founders Solo Founders Solo Founders Tina Huang Tina Huang Tina Huang Law You Should Know Law You Should Know 90.3 WHPC NomadTreneur NomadTreneur AC Wilson CFO Podcast CFO Podcast Peter De Roeck Blockspace: AI & Bitcoin Blockspace: AI & Bitcoin Blockspace Media
Well Balanced

Business

Well Balanced

Vector Wealth Management

Where to Keep Your Cash for Retirement

July 08, 2026 1:32pm 4 min

Where 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 Wealth Advisor at Bluespring Wealth, discus...

The Three Stages Stages of Retirement

March 23, 2026 3:03pm 3 min

For 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 by Joe Grochowski, a senior wealth advis...

Is Your Retirement Plan Ready for Reality?

March 11, 2026 4:08pm 3 min

Retirement 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 from savings & investments ✅ Protect against...

Fraud Prevention and Cybercrime Tactics – Part Two Fireside, Q&A

February 20, 2026 4:10pm 59 min

In this informative presentation, Paul Ewing, Schwab’s Senior Technology Consultant, and Boima Freeman, Senior Financial Fraud Investigator at the Minnesota Department of Commerce, share real-world examples and actionabl...

Fraud Prevention and Cybercrime Tactics – Part One with Boima Freeman

February 20, 2026 4:09pm 43 min

Fraud 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 older, reported losses reached $52.2 milli...

Market Perspective: 2025 in Review, 2026 in Focus

January 21, 2026 3:48pm 6 min

The 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 update, we revisit what last year’s swings ...

Organizing Your Financial Documents for the New Year with Charlie Gruys

January 09, 2026 9:35am 3 min

As 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 your Marie Kondo or Barbara Costello mome...

Six Tips for Retirees and Savvy Savers with Chris Wagner

January 05, 2026 5:40pm 5 min

Get 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 Planning in the New Year 73+ in 2026? Plan f...

Market Perspective: Changing Interest Rate Environment

December 19, 2025 12:53pm 4 min

The 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 Fed Did   The Fed reduced its benchmark i...

Updating Your Will as You Approach Retirement

December 12, 2025 12:58pm 3 min

When 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 up-to-date, and your loved ones are protected. In...

The Power of Family Meetings: Building Trust, Clarity, and a Lasting Legacy

December 05, 2025 12:24pm 5 min

vectorwealth.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 this is the regular family meeting.   Why ...

The Backdoor Roth Explained - Unlocking a Retirement Savings Strategy

November 21, 2025 2:18pm 6 min

vectorwealth.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 limits that prevent direct Roth IRA contri...

Consumer Confidence Is Low — Here’s What That Means

November 14, 2025 11:20am 4 min

A 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 sentiment. November’s reading from the Universit...

A simple lesson worth sharing: The power of compound interest with David Moser.

October 31, 2025 5:55pm 6 min

Some 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 this episode of Well Balanced. David Moser...

Minnesota Estate Taxes: What Non-Residents Need to Know about Owning Property in MN with Sharon Calhoun

October 24, 2025 3:49pm 9 min

If 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 a summer cabin or investment real estate—...

FYR033: Online Scams: How to Spot and Stop Them Before It’s Too Late

October 16, 2025 3:36pm 5 min

Online 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, and even the most tech-savvy among us can...

FYR032: Medicare: Upcoming Changes and How to Prepare with Joe Grochowski

October 10, 2025 4:04pm 5 min

Medicare 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, Joe Grochowski, Senior Wealth Advisor at V...

FYR032: Your Fall Financial Checklist: 5 Simple Tasks with Chris Wagner

October 03, 2025 12:07pm 4 min

Fall 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 steps you can take right now to set yourself u...

FYR031: 5 Tax Prep Opportunities Before Year End with Mike Nesheim

September 19, 2025 2:52pm 4 min

Fall 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 opportunities that could improve tax efficiency bef...

MP025: The “September Effect”: Myth, Data, and Market Perspective

September 05, 2025 4:17pm 4 min

Why 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 return for the S&P 500—except September. Its ...

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