Well Balanced

About Well Balanced

Well Balanced | Financial Planning, Goals Based Investing, Market Perspective, Wealth Management. Visit us: bluespringwealthmidwest.com - Bluespring Wealth Management, LLC is a registered investment adviser. Bluespring’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Advisory services are provided by Bluespring Wealth Management, LLC, an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Bluespring Wealth is the national brand for all Bluespring affiliated firms and services. Legal entities operating under the Bluespring Wealth brand include Bluespring Wealth Management, LLC, a registered investment adviser, and businesses using the marketing name Bluespring Wealth, which may include financial professionals registered with Kestra Investment Services, LLC (member FINRA/SIPC) and/or Kestra Advisory Services, LLC, an SEC registered investment adviser. Kestra Investment Services, LLC and Kestra Advisory Services, LLC are affiliated with Bluespring through common ownership under Kestra Holdings. Bluespring Wealth Partners includes independent advisory firms affiliated with Bluespring whose financial professionals may be registered as registered representatives of Kestra Investment Services, LLC, investment adviser representatives of Kestra Advisory Services, LLC, or associated with independent, stand alone registered investment advisers operating under their own DBAs. Registration status and services vary by advisor and firm. Not all services are available through all entities. Be sure to consult with a qualified financial professional and/or tax professional before implementing any investment strategy. V26141-013

Publisher

Vector Wealth Management

Category

business · education

Language

en

Explicit

No

First episode

5 Jan 2024

Latest episode

8 Jul 2026

Latest episodes

79 episodes in the feed.

1. 

   8 Jul 2026

   Where to Keep Your Cash for Retirement

   Where should you keep your cash in retirement? The answer is about more than just finding the highest interest rate. In this video, Sharon Calhoun, Managing Director and Senior Wealth Advisor at Bluespring Wealth, discusses how cash fits into a broader retirement strategy. From high-yield savings accounts and money market accounts to CDs, each option can serve a different purpose depending on your timeline and income needs. Learn how organizing assets by time horizon can help support spending needs, provide liquidity, and reduce the pressure to sell long-term investments during periods of market volatility. - bluespringwealthmidwest.com/contact - Advisory services are provided by Bluespring Wealth Management, LLC, an SEC registered investment adviser. Not all financial professionals are licensed or registered to conduct business in every state. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the purchase or sale of any specific securities, investments or investment strategies.  Insurance services offered through Kestra Insurances services, LLC, Capital Indepenent Insurance Services, LLC & Vector Insurance Services, LLC. Bluespring Wealth is the national brand for all Bluespring affiliated firms and services. Legal entities operating under the Bluespring Wealth brand include Bluespring Wealth Management, LLC, a registered investment adviser, and businesses using the marketing name Bluespring Wealth, which may include financial professionals registered with Kestra Investment Services, LLC (member FINRA/SIPC) and/or Kestra Advisory Services, LLC, an SEC registered investment adviser. Kestra Investment Services, LLC and Kestra Advisory Services, LLC are affiliated with Bluespring through common ownership under Kestra Holdings. Bluespring Wealth Partners includes independent advisory firms affiliated with Bluespring whose financial professionals may be registered as registered representatives of Kestra Investment Services, LLC, investment adviser representatives of Kestra Advisory Services, LLC, or associated with independent, stand alone registered investment advisers operating under their own DBAs. Registration status and services vary by advisor and firm. Not all services are available through all entities. Be sure to consult with a qualified financial professional and/or tax professional before implementing any investment strategy. V26156-068

2. 

   23 Mar 2026

   The Three Stages Stages of Retirement

   For most people, retirement doesn’t stay the same from start to finish. It tends to move through distinct phases, each with different priorities and financial rhythms. Presented by Joe Grochowski, a senior wealth advisor at Vector Wealth Management. Connect with Joe and the team: vectorwealth.com/contact In this short video, I walk through what are often called the Go-Go years, the Slow-Go years, and the No-Go years. Early on, retirement may be active and experience-focused.  Later, life often becomes steadier, with more attention on income alignment and simplifying finances. Eventually, planning may center more on health, support, and making things easier for you and your family. Put simply, your income strategy, withdrawal approach, and planning focus may need to evolve as your lifestyle changes. What works well in one phase may need adjusting in the next, and that flexibility is often a key part of thoughtful retirement planning. Watch the full video to better understand how these phases unfold and what to consider at each stage. - All content discussed in our podcasts, videos, or related blog articles are for informational purposes and should not be construed as individualized financial advice. Opinions expressed herein are solely those of Vector Wealth Management, our staff, and guests. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed directly and in detail with your financial advisor prior to implementation of a strategy or investment. This podcast and related content are not intended to render personalized investment advice, nor should it be viewed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities or strategies discussed. - vectorwealth.com/regulatory V26076323

3. 

   11 Mar 2026

   Is Your Retirement Plan Ready for Reality?

   Retirement isn't just leaving your job—it's a life shift. Your time, your days, and your finances all change. Here's what matters: ✅ Replace your paycheck with steady income from savings & investments ✅ Protect against inflation over 10-20 years ✅ Time Social Security & Medicare strategically ✅ Coordinate withdrawals to minimize taxes But it's not just financial. Work gives life structure—retirement requires finding new rhythms. Ready to make your transition intentional and well-planned? Let's talk. Contact Vector Wealth Management https://www.vectorwealth.com/start-V26070321 All content discussed in our podcasts, videos, or related blog articles are for informational purposes and should not be construed as individualized financial advice. Opinions expressed herein are solely those of Vector Wealth Management, our staff, and guests. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed directly and in detail with your financial advisor prior to implementation of a strategy or investment. This podcast and related content are not intended to render personalized investment advice, nor should it be viewed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities or strategies discussed. vectorwealth.com/regulatory

Who has been a guest on Well Balanced

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

• Chris Wagner
• Mike Nesheim
• Joe Grochowski
• Charlie Gruys
• Emily Victory

Reach and audience

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

Apple Podcasts (US)

5.0 / 5

6 ratings

Podcast Authority Score: 41 / 100

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

Quality

58

Social presence

0

YouTube

0

Engagement

60

Contact Well Balanced

Guest appearances

Books guests

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