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Well Balanced | Financial Planning, Bucket-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 Dec 27, 2024
Friday Dec 27, 2024
As we approach 2025, it’s great time to plan for a financially strong year ahead. In this podcast, Vector Advisor, Chris Wagner discusses Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), and explores Roth conversions.
Chris also reminds us to review beneficiary designations to ensure they align with your wishes.
Did you know:
- The gift tax exclusion increases to $19,000 in 2025.
- For charitably inclined individuals, a donor-advised fund may offer tax benefits and flexibility.
- Higher limits on HSA’s may help maximize health savings.
Chapters:
- 0:03 - Introductions & 2025 Planning
- 0:16 - Required Minimum Distribution
- 1:15 - Qualified Charitable Distributions
- 2:31 - Roth Conversions
- 3:16 - Beneficiary Designations
- 3:52 - Gift Planning
- 4:20 - Donor Advised Fund
- 5:04 - HSA - Health Savings Account
- 5:22 - Wrap Up
- 5:55 – Regulatory
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All content discussed in our podcasts, videos, or related blog articles is for informational purposes and should not be construed as individualized financial advice.
Learn more: vectorwealth.com/regulatory
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