https://youtu.be/EfaVAoKCJ68 With the holiday season upon us, scammers are ramping up their efforts. In this webinar, the Balanced Wealth team (Bob, Nora, and Nic) dives deep into the current landscape of financial fraud. We’re seeing an alarming influx of sophisticated scams targeting clients of all ages and wealth levels—from “wrong number” texts to complex AI […]
Don’t Get Scrooged: Avoiding Investment Scams Read More »
https://youtu.be/71A1H9j7VM0 Understanding how to use a Roth IRA can transform your long term retirement plan. In this episode, the panel breaks down the differences between Roth and pre tax investing, why tax diversification matters, and how your choices today can shape your financial flexibility years from now. If you want to build tax free growth,
Roth vs. Pre-Tax: The Ultimate Showdown | Balance Your Wealth Read More »
In this month’s webinar, Bob Gavlak and Nora Lamendola walk through the key financial moves to consider before December 31st so you can reduce surprises, optimize taxes, and head into 2026 with confidence. The team covers tax-loss harvesting, contributions, RMDs, capital gains/dividends, charitable giving, Roth conversions, and more—keeping everything high-level and easy to understand. The
Financial Clarity Before the Close: Smart Year-End Moves for 2025 Read More »
https://youtu.be/0WeSn-QYWS0 This month the Balance team teams up with Simple Medicare to unpack the Medicare “basics” that trip up most people turning 65—and plenty who keep working past it. Guest speaker Kevin Shay, retired CPA and independent insurance broker, joins Bob Gavlak, Shaun Carney, and Ryan Mannen to explain how Parts A, B, C (Advantage),
Choosing Wisely: Medicare Open Enrollment Basics | Balance Wealth Webinar Series Read More »
https://youtu.be/5ocFpRFW_gg This month the Balance Team breaks down the essentials of 1031 exchanges—a powerful tool for deferring taxes on investment real estate. The team covers the rules, deadlines, and requirements for a successful exchange, the role of a qualified intermediary, and the long-term benefits for investors. The conversation also explores Delaware Statutory Trusts (DSTs) as
https://youtu.be/KpSl7Qv1flc In this episode, we discuss the recent quarter-point rate cut by the Federal Reserve, its implications for the market, personal finance, and investment strategies. They explore how these changes affect clients, the potential for future rate cuts, and the overall economic outlook. The conversation also touches on contrarian views regarding interest rates and the
Fed Makes First Rate Cut in Nine Months | Balance Your Wealth Read More »
https://youtu.be/ZA0hXujbwJo Football is back, and our panel of football fanatics are looking at time-tested analogies to uncover valuable financial strategies. From stacking first downs to avoiding fumbles, each analogy offers a unique perspective on managing your finances. Whether you’re planning for retirement or just starting your financial journey, this episode has something for everyone. Key
Football Is Back: Financial Strategies Inspired by the Game | Balance Your Wealth Read More »
https://youtu.be/0dGV2BQH7cs This month Nora and Bob break down the recently passed One Big Beautiful Bill Act—sometimes called OBA, OB3, or OBBBA—and explain what it really means for taxpayers, retirees, and families. From tax brackets to deductions, Social Security to the new Trump Accounts, this conversation covers the biggest updates you need to know and how
https://youtu.be/L9p-Bczc3z4 It’s halftime for the year — are your finances winning or falling behind? In the first official episode of Balance Your Wealth, our expert panel — Ryan Mannen, Bob Gavlak, Tyler Purcell, and Nic Gookin — breaks down why a mid-year financial check-in could be the game-changer you need. Listen to this episode to
Mid-Year Money Moves: Optimize Your Financial Strategy | Balance Your Wealth Read More »
In this month’s Balance Wealth Webinar, Nic, Shaun, and Bob present the 2025 Investment Update Halftime Report. https://youtu.be/h_5b0wFdCvw Join Nic, Shaun, and Bob as they present the 2025 Investment Update Halftime Report. In this webinar, the team breaks down the latest market trends, economic data, and the impact of recent policy changes, helping listeners cut
Investment Update Halftime Report | Balance Wealth Webinar Series Read More »
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