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

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

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

https://youtu.be/L9p-Bczc3z4 It’s halftime for the year — are your finances winning or falling behind? In the first official episode of Balance Your Wealth, our expert panel — Ryan Mannen, Bob Gavlak, Tyler Purcell, and Nic Gookin — breaks down why a mid-year financial check-in could be the game-changer you need. Listen to this episode to

In this month’s Balance Wealth Webinar, Nic, Shaun, and Bob present the 2025 Investment Update Halftime Report. https://youtu.be/h_5b0wFdCvw Join Nic, Shaun, and Bob as they present the 2025 Investment Update Halftime Report. In this webinar, the team breaks down the latest market trends, economic data, and the impact of recent policy changes, helping listeners cut

https://youtu.be/lDitZTK–6Q In this first-ever roundtable, the Balance Wealth team jumps straight into the headlines moving markets. Ryan Mannen leads Bob, Nick, and Tyler in a lively discussion on Trump’s proposed tariffs, the ripple effects on inflation, and how investors can position themselves now. Along the way, they share practical strategies for different life stages, unpack

In this month’s Balance Wealth Webinar, Bob, Nora, and Ryan walk through key strategies for education and college planning, covering everything from the rising costs of education to investment options and tax considerations. https://youtu.be/cN8tSRxdyNE In this month’s Balance Wealth Webinar, Bob, Nora, and Ryan walk through key strategies for education and college planning, covering everything

Discover what the merger means as Bolt Financial Group joins Balance Wealth. Learn how this strategic move enhances client service, maintains investment continuity, and strengthens advisor relationships. https://youtu.be/kU_OUh03Xbw Big news is on the horizon: Bolt Financial Group and Balance Wealth are joining forces! In this client-exclusive webinar, leadership from both firms discuss how this strategic