Mortgages are a critical piece of an individual’s overall financial strategy. In this podcast, Mike Nesheim hosts mortgage consultant Tyler Wiltse to discuss interest rate trends, refinancing, and more.

From time in the market to managing risk beyond market volatility, this discussion will help you understand a case for long-term investing. Listen to our podcast with Vector’s Charlie Gruys.

Learn how rebalancing during up and down markets can align your portfolio with long-term goals. (Podcast)

Scott Rose and Sharon Calhoun dive into divorce's emotional and financial challenges, offering insights on navigating this major life transition. From asset division to mediation strategies, listeners will learn about practical next steps to help plan for an independent financial future.

Mike Nesheim explores current gift tax limits and related financial planning topics. Discover ways to maximize your wealth transfer potential while optimizing for tax liabilities.

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.