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.

What does yoga have to do with retirement and financial planning? In this podcast, hosted by Sharon Calhoun, you will learn how to improve decision-making and manage stress with insights from our guest yogi Tory Schaefer.

Case Study: We know that life events happen. Some things we can plan for like buying a home, funding a child’s education, or preparing for retirement. Divorce, on the other hand, can feel unexpected and emotionally exhausting.

Five financial planning topics for new grads: create a budget, manage student loans, build an emergency fund, save for retirement, and maintain good credit. Share these essentials with the student in your life to help set the stage for their financial stability.

If you’re considering buying a new car within the next few years, this podcast is for you. For many clients, a new car purchase is a significant financial decision. Senior wealth advisor Mike Nesheim, CFP®, talks through several aspects of car buying.

We discuss the essential components of a fulfilling retirement. PUSH stands for Purpose, Use of Time, Social Connection, and Health. These four ideas intertwine to create a rich and rewarding post-career life. Our podcast explores practical examples from our clients at Vector Wealth Management, who find joy and satisfaction in balancing leisure with meaningful activities. (podcast)

Sharon and Suzy explore how scammers exploit emotions like urgency, trust, and fear to manipulate individuals into revealing sensitive information. Discover key insights on how to recognize and protect yourself from these deceptive tactics. (podcast)

David Moser, wealth advisor at Vector Wealth, discusses the implications of missing just the ten best days in the market over 20 years. We look at a recent 20-year period of the S&P 500 stock index and find that its performance was halved from 9.8% annualized. (podcast)