Podcast Episodes
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FYR030: 3 Ways to Use Your Portfolio for Short-Term Borrowing with David Moser
In moments when you need short-term liquidity—whether for a home down payment, a business opportunity, or bridging a timing gap—your portfolio can of…
10 months, 1 week ago
MP024: All-time Highs, Earnings, Rates. Market Perspective with Vector’s Jason Ranallo
In this edition of the Well Balanced podcast, we dive into three major financial stories making headlines:
Stock Market Highs: The S&P 500 and NASDA…10 months, 3 weeks ago
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…
11 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 busin…
11 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,…
11 months, 1 week 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 fi…
11 months, 3 weeks 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…
1 year 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 f…
1 year 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, particu…
1 year 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…
1 year, 1 month ago