The Ballast Life

About The Ballast Life

Welcome to Ballast. This podcast explores smarter strategies for achieving financial confidence, clarity, and success. Hosted by the expert financial team at Ballast in Lexington, KY, we bring you insights on wealth-building, financial planning, and the art of aligning your money with your goals. Learn more at ballastplan.com From navigating life transitions like divorce or entrepreneurship to making the most of your investments, we’re here to help high-net-worth individuals and peak accumulators gain perspective and make empowered decisions. Join us for candid conversations, expert interviews, and actionable advice that transforms your financial life into one that’s as purposeful as it is prosperous. Whether you're growing wealth or looking to safeguard your legacy, Ballast delivers the tools and inspiration you need to make every dollar count. Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate that the adviser has achieved a particular level of skill or ability, nor is it an endorsement by the SEC. All investment strategies have the potential for profit and loss. Ballast, Inc. is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Publisher

Ballast, Inc.

Category

business · business · business

Language

en

Explicit

No

First episode

6 Mar 2020

Latest episode

6 Aug 2026

Latest episodes

33 episodes in the feed.

1. 

   6 Aug 2026

   Dr. Maj-Linda Selenica and Cameron Hamilton on Bike4Alz and Alzheimer's Research

   After seeing the impact of Alzheimer's in his own family, Cameron helped found Bike4Alz 15 years ago to support the search for better treatments and, ultimately, a cure. Since then, the organization has raised hundreds of thousands of dollars to advance research, with this year's ride surpassing $100,000 in fundraising alone. In this conversation, Cameron sits down with Dr. Maj-Linda Selenica of the University of Kentucky Sanders-Brown Center on Aging to discuss the exciting progress being made in Alzheimer's research and what gives researchers hope for the future. Learn more about Ballast: https://ballastplan.com/ Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate that the adviser has achieved a particular level of skill or ability, nor is it an endorsement by the SEC. All investment strategies have the potential for profit and loss. Ballast, Inc. is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.

2. 

   18 Jun 2026

   Charitable Giving | A Conversation with Lisa Adkins from Blue Grass Community Foundation and Andy Reynolds from Ballast

   WATCH HERE: https://youtu.be/QJmLVkxMoHI (https://youtu.be/QJmLVkxMoHI) In this episode, Ballast COO Andy Reynolds sits down with Lisa Adkins, CEO of the Blue Grass Community Foundation, to explore how charitable giving can become a powerful tool for tax planning, legacy building, and family values. Lisa shares current trends in philanthropy, including the growing popularity of donor-advised funds, charitable “bunching” strategies, and the increasing demand for charitable legacy planning. Together, they discuss how individuals, families, and business owners can use appreciated assets, business interests, and estate plans to maximize both charitable impact and tax efficiency. The conversation also highlights the unique role local community foundations play in helping donors create meaningful, flexible charitable legacies while staying connected to the causes and communities they care about most. From multi-generational family giving to transformative community projects, Lisa shares real-world examples of how thoughtful philanthropy can create lasting change. Whether you're exploring charitable giving for the first time or looking to incorporate philanthropy into a broader wealth and legacy plan, this episode offers practical insights and inspiring stories to help you give with greater purpose and impact. Contact Set up a free consultation here (https://ballastplan.com/contact/). Call 859.226.0625 E-mail info@ballastplan.com. About Ballast Ballast, an employee-owned financial planning and investment management firm based in Lexington, KY, specializes in providing tailored services to high-income earners, high-net-worth clients, and individuals/businesses with complex financial situations. Our team of fiduciaries proactively anticipates and solves your needs by taking the time to understand your goals, passions, and what truly matters to you and your legacy. Ballast is built for financial security by financial experts. You work hard every day. Let us take on some of the work for you. Disclosure Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate that the adviser has achieved a particular level of skill or ability, nor is it an endorsement by the SEC. All investment strategies have the potential for profit and loss. Ballast, Inc. is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation. Any specific strategy or market/economic commentary may or may not be appropriate for your individual situation, may not have discussed all material implications of implementing said strategy, and may be reliant on data provided by outside resources. Before implementing any strategy or investment decision discussed in a Ballast commentary, please consult with the appropriate professionals to confirm the thoroughness of the strategy presented and the appropriateness of said strategy for your individual situation.

3. 

   21 May 2026

   Quarterly Market Update with Chief Investment Officer Brian Burton and COO Andy Reynolds | Ballast

   Learn more about Ballast: https://ballastplan.com/ (https://ballastplan.com/ ) Watch on YouTube: https://youtu.be/41ucIbaoGEs (https://youtu.be/41ucIbaoGEs) Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate that the adviser has achieved a particular level of skill or ability, nor is it an endorsement by the SEC. All investment strategies have the potential for profit and loss. Ballast, Inc. is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Reach and audience

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

Apple Podcasts (US)

5.0 / 5

3 ratings

Spotify

5.0 / 5

1 ratings

Contact The Ballast Life

Guest appearances

Books guests

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