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Well Balanced | Financial Planning, Goals Based Investing, Market Perspective, Wealth Management.
A passionate and entertaining look at money and investing in and for retirement. For those that enjoy podcasts like Smart Money, On Investing, and BiggerPockets, Well Balanced is worth adding to your feed.
Disclosures about our firm and this podcast.
Vector Wealth Management is registered as an investment adviser with the Securities Exchange Commission (SEC). Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Vector’s current written disclosure brochure filed with the SEC discusses among other things, Vector’s business practices, services, and fees, and is available through the SEC’s website at: www.adviserinfo.sec.gov.
All content in this podcast is for information purposes. 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.
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.
Please note that neither Vector Wealth Management nor any of its agents give legal or tax advice. The firm is not engaged in the practice of law or accounting.
Charts, graphs, and returns do not represent the performance of Vector Wealth Management or any of its advisory clients. Returns do not reflect the impact that advisory fees and other expenses would on the results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. All investment strategies have the potential for profit or loss. Past performance is not indicative of future performance. Visit vectorwealth.com/regulatory for the firms form CRS and ADV.
Episodes
Friday Feb 20, 2026
Friday Feb 20, 2026
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.
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