OVER DEZE AFLEVERING

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OUDE AFLEVERINGEN ZOEKEN

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ANDERE AFLEVERINGEN IN DEZE PODCAST

When it comes to retirement planning, one crucial piece often gets overlooked: your will. As you near retirement, a quick review can help ensure your wishes are clear and up-to-date, and your loved ones are protected. In this short video, we share about why, when, and how to update your will and en…
The Federal Reserve (Fed) recently lowered interest rates again. We discuss why—and what it could mean for markets and investors. Here’s a clear, plain-English update.   What the Fed Did   The Fed reduced its benchmark interest rate by another quarter of a percent this December, bringing the fe…
A Moment of Low Consumer Confidence — and What’s Behind It   In the most recent episode of Well-Balanced, Vector’s Jason Ranallo discusses the latest drop in U.S. consumer sentiment. November’s reading from the University of Michigan fell to 50.3, the second-lowest point since the pandemic recove…
vectorwealth.com/contact - High-earning families often do everything right: they save, they invest, and they plan ahead. But many still bump into a frustrating limitation—income limits that prevent direct Roth IRA contributions.   In this episode of Well Balanced, Senior Wealth Advisor Mike Nes…
vectorwealth.com/contact - At Vector Wealth Management, we believe that strong families build strong legacies. One of the most effective—yet often overlooked—tools for achieving this is the regular family meeting.   Why Family Meetings Matter   Family meetings aren’t just for large family off…
Disclaimer: De podcast en de illustraties die op deze pagina zijn ingesloten, zijn afkomstig van Vector Wealth Management, eigendom van de eigenaar en niet gelieerd aan of goedgekeurd door Listen Notes, Inc.