Well Balanced

Podcasts and Videos

A passionate and well balanced look at money and investing for retirement.

Market Perspective
Financial Planning
Lifestyle

For even more insights & perspective check out our past episode from the archives.

 

Listen to Recent Episodes

 
 

Subscribe to Vector’s Well Balanced podcast on Apple or Spotify for weekly market updates, financial planning, and lifestyle topics.

 

Recent Episodes

Featured
Quarterly Market Review & 2026 Outlook
Podcast, Market Perspective
Quarterly Market Review & 2026 Outlook
Podcast, Market Perspective

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 landscape for 2026.

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Podcast, Market Perspective
Market Perspective: Changing Interest Rate Environment
Podcast, Market Perspective
Market Perspective: Changing Interest Rate Environment
Podcast, Market Perspective

We discuss what the latest rate cut, added liquidity, and what Fed policy outlook could mean for markets—and why, we believe, that long-term, goals-based planning remains prudent.

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Podcast, Market Perspective
When Sentiment Drops, Perspective Matters
Podcast, Market Perspective
When Sentiment Drops, Perspective Matters
Podcast, Market Perspective

Consumer sentiment has fallen to one of its lowest points of the current expansion, but the broader economic picture is more balanced than the headlines suggest. Inflation expectations are stabilizing, markets have held up, and long-term trends offer perspective. (podcast)

Read More →
Podcast, Market Perspective
Featured
Financial Decluttering: What to Keep, What to Save, and What to Review in 2026 
Podcast, FYR
Financial Decluttering: What to Keep, What to Save, and What to Review in 2026 
Podcast, FYR

Organizing your financial documents doesn’t have to be complicated. In this episode, Charlie Gruys breaks down what to keep, what to save, and what to review so your financial life stays organized and stress-free in 2026. 

Podcast, FYR
Six Tips for Retirees and Savvy Savers
Podcast, FYR
Six Tips for Retirees and Savvy Savers
Podcast, FYR

Six financial planning topics for 2026, including RMDs, Roth conversions, and catch-up contributions for high earners. Chris discusses strategies for charitable giving, beneficiary designations, and updated 401(k) and HSA contributions limits. 

Podcast, FYR
Updating Your Will as You Approach Retirement
Podcast, FYR
Updating Your Will as You Approach Retirement
Podcast, FYR

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.

Podcast, FYR
The Power of Family Meetings: Building Trust, Clarity, and a Lasting Legacy
Podcast, FYR
The Power of Family Meetings: Building Trust, Clarity, and a Lasting Legacy
Podcast, FYR

Vector advisor Chris Wagner explores how intentional conversations about values, goals, and financial plans can empower every family member, foster trust, and ensure everyone is rowing in the same direction. (podcast)

Podcast, FYR
Featured
Art, Math and Financial Planning with Emily Victory
Art, Math and Financial Planning with Emily Victory

Our guest Emily Victory blends mathematics with artistic expression, drawing inspiration from patterns found in nature and architecture. In this podcast, she joins Vector’s Sharon Calhoun to explore curiosity, structure, and creativity in art and financial planning.

Inside Senior Living Interview
Inside Senior Living Interview

Senior living is more than just a place—it’s a journey, and this episode explores how to navigate it with intention and empathy. In this podcast, creator, and executive producer of the groundbreaking PBS docuseries Inside Senior Living, Melissa Fritz, explores the important and often complex topic of senior living.

Travel and Adventure in Retirement
Travel and Adventure in Retirement

Listen in on this conversation to discover practical tips on planning for travel, the joys of slow travel, and the lasting impact of shared experiences. Vector client George talks with Jason and shares how his lifelong love of travel is shaping his retirement years.

Finding Balance and Reducing Stress with Yoga
Finding Balance and Reducing Stress with Yoga

What does yoga have to do with retirement and financial planning? In this podcast, hosted by Sharon Calhoun, you will learn how to improve decision-making and manage stress with insights from our guest yogi Tory Schaefer.

View our blog and podcast archives for even more Vector insights.

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