Podcast Episodes

FYR029: Charitable Giving with Veteran Tom Lyons and Chris Wagner

In this conversation, Tom Lyons, chairman of the Minnesota Veterans Pantry and Vector’s Chris Wagner, discuss the importance of charitable giving and philanthropy. Tom shares his personal journey fro…

Published on 3 months ago

FYR028: Business Valuations and Exit Strategies with Tom Lyons. Hosted by Sharon Calhoun.

In this conversation, Tom Lyons, founder of a mergers, acquisitions, and advisory firm, and Vector’s Sharon Calhoun, discuss the intricacies of business valuations, exit strategies, and how to maximi…

Published on 3 months, 1 week ago

FYR027: One Big Beautiful Bill Act: What It Means for You. A conversation with Vector’s Sharon & Joe.

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, brings sweeping tax changes—many of which could directly affect your income, savings, and estate plans. 

From an expanded stan…

Published on 3 months, 2 weeks ago

MP023: Markets, Debt Ceiling, Home Un-Affordability at All Time Highs

All-Time Highs: What They Mean—and What They Don’t

Today, we’re exploring a topic that’s hitting headlines, stirring conversations, and maybe even finding its way into your family group texts: all-ti…

Published on 4 months ago

FYR026: Treat Yourself: Why Intentional Spending Matters in Retirement with Chris Wagner

What Would You Do With $300?

In the latest episode of Well Balanced, Vector advisor Chris Wagner joins Ezra Firkins to discuss a simple but revealing question: Can a $300 purchase improve your life? …

Published on 4 months, 2 weeks ago

FYR25: Target Date Funds in Retirement Accounts with Mike Nesheim

In this edition of The Well Balanced Podcast, Ezra Firkins sits down with Senior Wealth Advisor Mike Nesheim to unpack a scenario that pre-retirees face: I’ve got a target date fund in my 401K and I …

Published on 4 months, 3 weeks ago

FYR024: Weddings and Financial Planning with Joe Grochowski

In this episode of Vector's Well Balanced podcast, senior wealth advisor Joe Grochowski discusses the financial planning aspects of weddings, particularly focusing on how parents can support their ch…

Published on 5 months ago

FYR023: The 10X Retirement Savings Rule with Charlie Gruys

In this episode of Vector’s Well Balanced Podcast, our communications director Ezra and wealth manager Charlie Gruys explore retirement savings goals through practical examples, benchmarks, and finan…

Published on 5 months, 1 week ago

WB005: Art, Math, and Financial Planning with Emily Victory

In our latest episode, Vector’s Sharon Calhoun sits down with Emily Victory, a pattern-driven artist whose work lives at the intersection of art and mathematics. Emily shares her journey, revealing h…

Published on 5 months, 2 weeks ago

MP022: Moody’s Downgrade of U.S. Credit with Jason Ranallo

A shift occurred in the world of government bonds—one that, if the trend continues, could have implications for interest rates, mortgage affordability, and the broader economy. In our latest podcast …

Published on 5 months, 3 weeks ago