Podcast Episodes

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

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At Vector Wealth Management, we believe that strong families build strong legacies. One of the most effective—yet often ov…

7 months ago

The Backdoor Roth Explained - Unlocking a Retirement Savings Strategy

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High-earning families often do everything right: they save, they invest, and they plan ahead. But many still bump into a f…

7 months, 2 weeks ago

Consumer Confidence Is Low — Here’s What That Means

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…

7 months, 3 weeks ago

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

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 in…

8 months, 1 week ago

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

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 gre…

8 months, 2 weeks ago

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

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 o…

8 months, 3 weeks ago

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

Medicare is an important part of retirement planning, and for many is a topic that can feel overwhelming—especially with significant changes on the h…

8 months, 4 weeks ago

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

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 t…

9 months ago

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

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 …

9 months, 2 weeks ago

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

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 yea…

10 months ago