Six financial planning topics for 2026, including RMDs, Roth conversions, and catch-up contributions for high earners. Chris discusses strategies for charitable giving, beneficiary designations, and updated 401(k) and HSA contributions limits. 

Vector advisor Chris Wagner explores how intentional conversations about values, goals, and financial plans can empower every family member, foster trust, and ensure everyone is rowing in the same direction. (podcast)

If you’re hesitant to spend—even when your plan says you can—you’re not alone. This episode explores how small, intentional choices can help shift the mindset from saver to spender, adding comfort, joy, and purpose to your retirement.

Vector Advisor Chris Wagner discusses key financial planning topics for the new year, including Required Minimum Distributions (RMDs), tax-smart giving strategies like Qualified Charitable Distributions (QCDs) and donor-advised funds. The new year marks a great reminder to review account beneficiaries and ensure your financial plan is on track. (podcast)

Vector’s Chris Wagner discusses intra-generational wealth transfer, offering practical insights to help ensure a seamless transition of assets. Topics range from the importance of beneficiary designations to the nuanced roles of wills and trusts.