Orion's The Weighing Machine

About Orion's The Weighing Machine

Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Ben Vaske, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment team and features a special guest to discuss market headlines. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Think2perform’s Behavioral Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan with clients. To obtain the Behavioral Financial Advisor (BFA) designation, participants must complete a self-directed course, which takes 20-30 hours to complete, and includes a mix of interactive exercises, videos and case studies. To learn more about the BFA, visit https://www.think2perform.com. 0503-OPS-3/4/2024

Publisher

Orion Portfolio Solutions

Category

business

Language

en

Explicit

No

First episode

18 Aug 2017

Latest episode

22 Oct 2026

Latest episodes

66 of 291 episodes have a transcript.

1. 

   22 Oct 2026TRANSCRIPT

   Matthew Bucklin of ExchangiFi - 351 Exchanges and New IRS Guidance

   Host Ben Vaske interviews Matthew Bucklin, Founder of ExchangiFi, about navigating 351 exchanges and new IRS guidance for advisors and clients.

2. 

   30 Jun 2026TRANSCRIPT

   Phil Voelker of AAMA - Black and White in a Gray Market

   Host Ben Vaske interviews Phil Voelker, CIO of AAMA, about navigating market complexities, inflation, and strategic investment approaches.

3. 

   1 Jun 2026TRANSCRIPT

   Felipe Toews of Toews Asset Management – A Behavioral Approach to Managing Market Risk

   Host Ben Vaske interviews Felipe Toews, CEO of Toews Corporation, about behavioral approaches to market risk, AI's future, and defined outcome products.

Inside a recent episode

Matthew Bucklin of ExchangiFi - 351 Exchanges and New IRS Guidance

Published 22 Oct 2026 · Transcript excerpt

[…] The best known one is the 1031 exchange, where you swap one commercial property for another one. Your cost basis rolls into the new property. There's a 1035 and a 721 exchange. The 351, it's kind of basic, older provision in the tax code meant to encourage corporate formation. How it applies to ETFs. A ETF is a RIC. It's a selling registered investment company. A RIC is in the business of holding a diversified basket of stocks. If you have a diversified portfolio of stocks, you can swap that for shares in a company that is in the business of holding a diversified portfolio of stocks. And all you've done is swap your economic exposure. […]

Who has been a guest on Orion's The Weighing Machine

Names identified in recent episode analyses. Showing up to five guests.

• Matthew Bucklin
• Phil Voelker
• Felipe Toews
• Fritz Folts
• Michelle Cluver

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.6 / 5

22 ratings

Spotify

4.9 / 5

8 ratings

Podcast Authority Score: 63 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

91

Social presence

0

YouTube

0

Engagement

85

Contact Orion's The Weighing Machine

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Orion's The Weighing Machine