Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

In this episode we discuss strategies for riding out market volatility

In this episode we discuss the importance of dividends

In this episode we discuss the stock market movement on 1/27/2025

In this episode we discuss retirement plan contribution limits for 2025

In this episode we discuss why now might be the most important time for socially responsible investing

In this episode we discuss the reasons one might need to hire a financial planner

In this episode we discuss approaching and managing big life transitions

In this episode, we discuss the importance of determining how much you can really afford to spend on a home

In this episode we discuss the potential impact of the presidential election on market returns

In this episode we revisit the mechanics of stock splits

In this episode we discuss the pros and cons of hiring a professional money manager

In this episode we discuss tax planning strategies for low income years

In this episode we discuss the new rules for converting unused 529 plan funds to a Roth IRA

In this episode we discuss the most common questions we get asked as financial advisors

In this episode we discuss the rollout of the new streamlined FAFSA

In this episode we detail five common investing mistakes

In this episode we discuss what we're thankful for this holiday season

In this episode we discuss the long-term advantages of investing in equities

In this episode we discuss the five main tax filing statuses

In this episode we discuss recent changes to property tax rules in CA

In this episode we discuss the rising cost of college education

In this episode we discuss who's who in the world of indexes

In this episode we discuss the negative effects of the proliferation of bad financial news on the average investor

In this episode we discuss the difference between ETFs and mutual funds

In this episode we discuss the tax filing and payment deadline extensions due to the extreme weather

In this episode we discuss the pros and cons of variable rate mortgages

In this episode we discuss some of the provisions of the Secure Act 2.0

In this episode we discuss financial strategies for the new year

In this episode we discuss the choice between the Traditional 401(K) and the Roth 401(K)

In this episode we discuss the importance of beneficiary designations

In this episode we discuss the market's recent dip into bear market territory

In this episode we discuss the nature of stock splits

In this episode we discuss live-work balance and the importance of taking time off to recharge

In today's episode we discuss investing in a down market

In today's episode we, once again, talk about gun violence in America

In this episode we discuss the Federal Reserve and the relationship between interest rates and inflation.

In this episode we dicuss recent market volatility and investor behavior

In this episode we discuss the rules for inherited IRAs

In this episode we discuss the similarities between artist management and financial management.

In this episode we discuss how investor behavior impacts investor results

In this episode we discuss completing the Free Application for Federal Student Aid (FAFSA)

In this episode we discuss preparing for a market downturn

In this episode we discuss custodial accounts for minors

In this episode we discuss the role of age on your investment strategy

In this episode we discuss our involvment with the National MS Society and their fundraising event Bike MS

In this episode we discuss the portfolio management technique known as 'Active Indexing'.

In this episode we discuss the basics of college savings vehicles

In this episode we discuss investing in indexes

In this episode we react to the terrible shooting in Boulder, CO

In this episode we discuss our relationship with money

In this episode we discuss CA Proposition 19