Well Balanced
Claim This Podcastby Vector Wealth Management
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Podcast Overview
<p>Well Balanced | Financial Planning, Goals Based Investing, Market Perspective, Wealth Management.<br />-</p> <p>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.</p> <p>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.</p> <p>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.</p> <p>V26141-013</p>
Language
🇺🇲
Publishing Since
1/5/2024
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Recent Episodes
March 23, 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
March 11, 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
February 20, 2026
Fraud Prevention and Cybercrime Tactics – Part Two Fireside, Q&A
In this informative presentation, Paul Ewing, Schwab’s Senior Technology Consultant, and Boima Freeman, Senior Financial Fraud Investigator at the Minnesota Department of Commerce, share real-world examples and actionable strategies to help you safeguard your financial accounts and personal information. Vector’s Senior Wealth Advisor Mike Nesheim moderates the fireside chat and Q&A with the audience. Suzy Klapperich, Vector’s Chief Compliance Officer, shares a best practice of having trusted contacts on file with your financial advisor and financial custodians. Learn about: Email Security Best Practices - Why email is the #1 attack vector and how to protect sensitive information Password Management - The critical importance of unique, long passwords and password manager tools Multi-Factor Authentication - Adding essential layers of security to your accounts Phishing & Social Engineering - How to recognize and avoid sophisticated scam attempts Romance & Investment Scams - Real cases and warning signs to watch for Check Fraud & Mail Security - Protecting yourself from check washing and mail theft Credit Freezing - Preventing identity theft with credit bureau freezes Minnesota Safe Senior Act - Legal protections available to prevent financial exploitation Discover practical tips like using VPNs, avoiding public WiFi, cleaning up old emails, and setting up trusted contacts. Whether you're concerned about protecting your retirement savings or simply want to strengthen your cybersecurity posture, this session provides essential knowledge to keep you and your family safe in an increasingly digital world. -V26050315_2
78 total episodes available
Recent guests on Well Balanced
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Chris Wagner
Guest
Mike Nesheim
Guest
Joe Grochowski
Guest
Charlie Gruys
Guest
Emily Victory
Guest
Jason Ranallo
Guest
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Frequently asked questions
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- What is Well Balanced?
<p>Well Balanced | Financial Planning, Goals Based Investing, Market Perspective, Wealth Management.<br />-</p> <p>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.</p> <p>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.</p> <p>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.</p> <p>V26141-013</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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