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 »
Nic Gookin, Chief Investment Officer, breaks down the impressive performance of the markets in 2024, including the S&P 500’s 25% return, and gives us a glimpse into what 2025 might hold. https://youtu.be/T7mEIwSKRzQ In this month’s discussion, Nic Gookin, Chief Investment Officer at Balance Wealth, breaks down the remarkable market performance of 2024, including a 25%
From Reflection to Action Investment Strategies for 2025 | Balance Wealth Webinar Series Read More »
Join us for this month’s webinar, where I’ll be teaming up with the Balance Wealth crew to break down Roth conversions. We’ll dive into how converting traditional IRAs to Roth IRAs can be a game-changer for your tax strategy—unlocking tax-free growth and setting you up for a more secure financial future. Don’t miss it! https://youtu.be/Q2nIfuVrBPA
Maximize Your Retirement Savings with Roth Strategies | Balance Wealth Webinar Series Read More »
In this webinar, Chief Investment Officer Nic Gookin breaks down how tax loss harvesting and direct indexing can help you keep more of your money by potentially boosting your after-tax returns by 1–2% annually. He shares real-world examples, explains why mutual funds can create surprise tax bills, and shows how direct indexing gives you greater
Tax Loss Harvesting and Direct Indexing | Balance Wealth Webinar Series Read More »
