Discussion of smart, flexible ways to access short-term liquidity. In this episode, we explore three liquidity strategies using your portfolio—60-day IRA rollovers, margin loans, and pledged asset lines. (Podcast with David Moser)

Teens want to be entrepreneurs. More retirees are using ChatGPT. And MN school boards once said the State Fair offered “more to be learned in a single day at the fair than in double the time at school or college.” Plus: hydration hacks, tax-advantaged savings, and round up of our latest podcasts.

Join Vector’s Jason Ranallo as we explore stock market highs, robust earnings, and the future of interest rates in our latest podcast episode. Read, watch or listen.

Tom Lyons—a Vietnam-era U.S. Air Force veteran, M&A advisor, and passionate philanthropist—shares how his military service inspired founding the Minnesota Veterans Pantry. (podcast hosted by Chris Wagner)

Interview: Tom Lyons, founder of Faelon Partners Ltd., is a seasoned M&A advisor and author with over four decades of experience helping business owners maximize valuation, develop exit strategies, and align outcomes with their wealth and retirement goals. (podcast hosted by Sharon Calhoun)

Your guide to understanding the latest tax law changes. The One Big Beautiful Bill Act introduces new rules for deductions, charitable giving, estate planning, and 529 plans. Learn how these updates could shape your financial strategy in 2025 and beyond. 

Exploring America’s National Parks can do more than satisfy your sense of adventure—it may also lower stress and improve mental clarity. With a Senior Pass and a little curiosity, retirement in the wild could be just what the doctor ordered. (article)

For many couples, financial planning has been a joint journey—but often, one partner leads the charge when it comes to managing investments, paying bills, and organizing retirement accounts. This imbalance can become a serious concern when thinking about what happens if one spouse passes away first.