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Tần suất cập nhật:
every 13 days
Độ dài âm thanh trung bình:
14 minutes
Tiếng Anh
Hoa Kỳ
80 tập
kể từ Ngày 05 tháng 1 năm 2024
episodic

TẬP MỚI NHẤT 🔗

Where should you keep your cash in retirement? The answer is about more than just finding the highest interest rate. In this video, Sharon Calhoun, Managing Director and Senior Wealth Advisor at Bluespring Wealth, discusses how cash fits into a broader retirement strategy. From high-yield savings …

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TẬP TRƯỚC

The Three Stages Stages of Retirement

For most people, retirement doesn’t stay the same from start to finish. It tends to move through distinct phases, each with different priorities and financial rhythms.   Presented by Joe Grochowski, a senior wealth advisor at Vector Wealth Management.  Connect with Joe and the team: vectorwealth…
Retirement isn't just leaving your job—it's a life shift. Your time, your days, and your finances all change.   Here's what matters: ✅ Replace your paycheck with steady income from savings & investments ✅ Protect against inflation over 10-20 years ✅ Time Social Security & Medicare stra…
In this informative presentation, Paul Ewing, Schwab’s Senior Technology Consultant, and Boima Freeman, Senior Financial Fraud Investigator at the Minnesota Department of Commerce, share real-world examples and actionable strategies to help you safeguard your financial accounts and personal informa…
Fraud is no longer rare—it's happening everywhere. In 2024 alone, three out of ten people experienced attempted fraud, with one in ten falling victim. For Minnesotans age 60 and older, reported losses reached $52.2 million, with actual losses potentially much higher since many cases go unreported. …
The S&P 500 closed 2025 with an impressive 17% gain, underscoring the market’s resilience and strength. That strong finish came despite a challenging start to the year. In this update, we revisit what last year’s swings taught us and look ahead to how broader market participation is shaping the…
As we kick off the new year, we want to share a simple habit that can make a meaningful difference in your financial life: organizing your financial documents.   Think of this as your Marie Kondo or Barbara Costello moment—but for your finances. A small amount of effort now can make the rest of t…
Get a head start on your financial goals for 2026! In this episode, Chris Wagner, Wealth Advisor at Vector, shares six financial planning topics for the year ahead. Financial Planning in the New Year 73+ in 2026? Plan for Required Minimum Distributions (RMDs) from pre-tax accounts Maximize Giv…
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…
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…
Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Vector Wealth Management, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.