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/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/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/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/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 »
https://www.youtube.com/watch?v=QTB6Fjp-YvQ The Balance Your Wealth panel is BACK, and we are here to talk about common pitfalls that can derail your retirement plans. From being overly conservative with your savings to the timing of Social Security benefits, this episode is packed with insights to help you retire smart, not scared. Key Takeaways: The dangers of
Retirement Landmines | Balance Your Wealth Read More »
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