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Riding Out Market Volatility with a Financial Plan
As discussed on Today’s Business Radio, airing on Twin Cities stations KFAN and KTLK, host Tom Lyons sat down with Joe Grochowski, an senior wealth advisor from Vector Wealth Management, to talk about how retirees and long-term investors can navigate stock market volatility.
Talking with Adult Children About Money
Many parents who have built substantial wealth over decades want to ensure their children develop a healthy, informed relationship with money. The goal is simple: help adult children avoid costly mistakes and prevent dependence.
3 Ways to Use Your Portfolio for Short-Term Borrowing
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)
Well Balanced Vol. 40
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.
Market Perspective on All-time Highs, Earnings, and Rates
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.
Minnesota Veterans Pantry, Charitable Giving and Financial Planning
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)
Business Valuations and Exit Strategies with Tom Lyons
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)
One Big Beautiful Bill Act: What It Means for You
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.
 
                         
 
 
 
 
 
 
