Our Content Library: Podcasts, Webinars, and Insights
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Don’t Get Scrooged: Avoiding Investment Scams
https://youtu.be/EfaVAoKCJ68 With the holiday season upon us, scammers are ramping up their Read More
Roth vs. Pre-Tax: The Ultimate Showdown | Balance Your Wealth
https://youtu.be/71A1H9j7VM0 Understanding how to use a Roth IRA can transform your long Read More
Financial Clarity Before the Close: Smart Year-End Moves for 2025
In this month’s webinar, Bob Gavlak and Nora Lamendola walk through the Read More
Triple Tax Advantage: Your Secret Weapon for Retirement | Balance Your Wealth
https://youtu.be/gAKgq9n3SmU In this episode, the Balance Wealth team is discussing strategic use Read More
Choosing Wisely: Medicare Open Enrollment Basics | Balance Wealth Webinar Series
https://youtu.be/0WeSn-QYWS0 This month the Balance team teams up with Simple Medicare to Read More
Debunking Myths: What Wealthy Investors Really Do | Balance Your Wealth
https://youtu.be/uZGuOsEZJ1E Are you looking for investment tips and insight that only the Read More

Did Your Kids Recently Graduate From College? | Balance Your Wealth
https://youtu.be/5ocFpRFW_gg This month, the Balance Wealth team takes on one of the Read More
Maximizing Real Estate Wealth: Strategies Using 1031 Exchanges & Other Options | Balance Wealth Webinar Series
https://youtu.be/5ocFpRFW_gg This month the Balance Team breaks down the essentials of 1031 Read More
Fed Makes First Rate Cut in Nine Months | Balance Your Wealth
https://youtu.be/KpSl7Qv1flc In this episode, we discuss the recent quarter-point rate cut by Read More

Retirement Landmines | Balance Your Wealth
https://www.youtube.com/watch?v=QTB6Fjp-YvQ The Balance Your Wealth panel is BACK, and we are here Read More

Football Is Back: Financial Strategies Inspired by the Game | Balance Your Wealth
https://youtu.be/ZA0hXujbwJo Football is back, and our panel of football fanatics are looking Read More
One Big Beautiful Bill Impact on Social Security & Overall Tax Planning | Balance Wealth Webinar Series
https://youtu.be/0dGV2BQH7cs This month Nora and Bob break down the recently passed One Read More
Mid-Year Money Moves: Optimize Your Financial Strategy | Balance Your Wealth
https://youtu.be/L9p-Bczc3z4 It’s halftime for the year — are your finances winning or Read More
Investment Update Halftime Report | Balance Wealth Webinar Series
In this month’s Balance Wealth Webinar, Nic, Shaun, and Bob present the Read More
Tariffs & Markets (Pilot Episode) | Balance Your Wealth
https://youtu.be/lDitZTK–6Q In this first-ever roundtable, the Balance Wealth team jumps straight into Read More
Education & College Planning | Balance Wealth Webinar Series
In this month’s Balance Wealth Webinar, Bob, Nora, and Ryan walk through Read More
Big Changes, Same Commitment: Bolt Financial + Balance Wealth Merger Explained
Discover what the merger means as Bolt Financial Group joins Balance Wealth. Read More
Bitcoin – An Introduction & Investment Perspective | Balance Wealth Webinar Series
In this month’s webinar, we are joined by Garrett Vanhal from Bitwise, Read More
Beyond the Numbers: Exploring the Drivers of Investor Returns | Balance Wealth Webinar Series
In this month’s webinar, we are exploring how to unlock smarter investing Read More

Cybersecurity & Digital Protection with A-Jay Orr | Balance Wealth Webinar Series
In this month’s webinar, we are talking everything Cyber Security! Join us Read More
