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/zfqn344cUPE In this episode, the panel debates whether renting or owning a home is the better financial decision. They discuss the costs, flexibility, and long-term benefits of each option, with Team Rent advocating for fixed costs and flexibility, while Team Own highlights the investment potential and personal satisfaction of homeownership. Key Takeaways: Renting offers fixed
Rent vs. Own: Financial Pros and Cons | Balance Your Wealth 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/_Ck4HM4qpfc Today the entire gang is exploring the delicate balance between enjoying your wealth today and planning a meaningful legacy for tomorrow. Ryan, Bob, Shaun, Nora, Nic and Adam host a round table on strategic gifting, charitable impacts, and family dynamics. Discover how to navigate the complexities of inheritance, from tax implications to timing, and
Balancing Today and Tomorrow: Inheritance Planning | Balance Your Wealth 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 »
https://youtu.be/gAKgq9n3SmU In this episode, the Balance Wealth team is discussing strategic use of Health Savings Accounts (HSAs) in retirement planning. They explore the benefits of HSAs, including tax advantages and investment opportunities, and share insights on maximizing these accounts for long-term financial health. Takeaways: HSAs offer triple tax savings: contributions are tax-deductible, growth is
Triple Tax Advantage: Your Secret Weapon for Retirement | Balance Your Wealth Read More »
https://youtu.be/uZGuOsEZJ1E Are you looking for investment tips and insight that only the wealthy get access to? Well this week, Ryan and our panel of experts Bob Gavlak, Nic Gookin, and Tyler Purcell, are giving you unique insights into the investment strategies and mindsets that distinguish wealthy investors from the average. They discuss the role of
Debunking Myths: What Wealthy Investors Really Do | Balance Your Wealth Read More »
https://youtu.be/5ocFpRFW_gg This month, the Balance Wealth team takes on one of the most common retirement questions: Is $1 million really enough? They break down why that old benchmark might not hold up anymore and walk through smarter ways to calculate what you actually need based on lifestyle, taxes, and healthcare costs. From income replacement to
Did Your Kids Recently Graduate From College? | Balance Your Wealth Read More »
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 »
