Balancing Today and Tomorrow: Inheritance Planning | Balance Your Wealth

Best Practices, Financial Planning, Health, Investment, Retirement

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 […]

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Roth vs. Pre-Tax: The Ultimate Showdown | Balance Your Wealth

Best Practices, Financial Planning, Health, Investment, Retirement

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,

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The Scariest Financial Decisions You’ll Ever Have to Make

Best Practices, Financial Planning, Investment, Retirement

https://youtu.be/_-ZYuZ4Xp6g Lamendola, Nic Gookin, and Tyler Purcell — join host Ryan Mannen to confront the real things that keep people up at night. Forget haunted houses — these are the financial fears that haunt retirees and investors alike. From retiring too early to making emotional investment decisions, each topic reveals the psychological and strategic sides

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Debunking Myths: What Wealthy Investors Really Do | Balance Your Wealth

Best Practices, Investment

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

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Did Your Kids Recently Graduate From College? | Balance Your Wealth

Best Practices, Investment

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

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Fed Makes First Rate Cut in Nine Months | Balance Your Wealth

Best Practices, Investment

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

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Football Is Back: Financial Strategies Inspired by the Game | Balance Your Wealth

Best Practices, Investment

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

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One Big Beautiful Bill Impact on Social Security & Overall Tax Planning | Balance Wealth Webinar Series

Best Practices, Investment

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

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