https://youtu.be/3Af8icDiUm8 In our monthly webinar, Bob Gavlak, Nic Gookin, and Ryan Mannen break down artificial intelligence in a practical, easy-to-understand way — without the hype and without the jargon overload. This conversation explores how AI is already impacting everyday life, business productivity, healthcare, education, transportation, and the broader economy. From chatbots and large language models […]
AI and the Future of the Economy Read More »
https://youtu.be/V0IKiKDj-dU In this 2026 Market Outlook webinar, we recap the biggest investing lessons from 2025 and break down what we’re watching in 2026—from stock valuations and AI headlines to bonds, interest rates, and the economic scorecard. We cover how markets handled a sharp drawdown (and why the best days often follow the worst), how diversification
2025 Investment Review & 2026 Outlook Read More »
https://youtu.be/UbLbbdffOoI Welcome back to Balance Your Wealth! As we step into a brand new year, it is the perfect time to reset, refocus, and realign your financial life. In this episode, Ryan is joined by Bob, Nic, Tyler, and Adam to break down the essential checklist for starting the year with financial clarity. The team
Critical Money Moves You Must Make in January: New Year Financial Checklist Read More »
https://youtu.be/_4_A6J6bYEc This week on Balance Your Wealth, Ryan, Bob, Shaun, Nora, Nic, and Tyler tackle a topic almost every couple wrestles with: money. From whether to merge bank accounts or keep them separate, to how second marriages and different life stages shape financial decisions, the group dives into the real-world challenges couples face. Along the
Marriage & Finances | Creating a Foundation for Success Read More »
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 »
