Having 10 times your annual income saved by retirement is a financial planning rule-of-thumb—but what does that actually mean for your household? This discussion breaks down the numbers, strategies, and personal factors to help you understand what is involved. (podcast)

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.

Moody’s has lowered the U.S. government’s credit rating from AAA to Aa1, citing persistent fiscal deficits and rising interest costs. Join us as Jason talks through the implications on Treasury interest rates. (podcast)

This 38th edition of our Well Balanced newsletter reflects on the value of slowing down and paying attention in a fast-paced world, highlighting how intentional habits, financial planning, and community connection contribute to a more meaningful life.

The latest GDP report shows a dip—but there’s more to the story. In this podcast, we unpack what’s behind the headlines, from an import spike to shifting market reactions. Explore why context matters more than first impressions. 

In this update, Jason Ranallo explores how a steady, fact-aware framework can help investors navigate today’s turbulent market. From shifting trade policies to ongoing market turbulence, we talk through headlines and apply a disciplined, long-term perspective designed to keep you focused on what matters most: your financial goals.

What happens to a 529 plan if your child or grandchild decides college isn’t the right path? Fortunately, these accounts offer flexibility—funds can be used for trade schools, international education, student loan repayment, and even Roth IRA rollovers.

In this episode, Jason unpacks the latest market data, the frameworks that will help you interpret it, and how we put it all into action. (podcast)