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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 Jan 24, 2025
Friday Jan 24, 2025
In this episode we discuss the importance of regular maintenance in both skiing and financial planning, emphasizing how proactive measures can prevent larger issues down the trail. Vector advisor Charlie Gruys shares insights from his experience as a youth ski coach, detailing the process of tuning skis and dialing DINs. The conversation also covers common financial to-dos, the significance of regular budget reviews, and the need for portfolio rebalancing. Ultimately, we cover the importance of mindset and resilience in both skiing and financial planning, encouraging listeners to act on the deferred maintenance in their lives.
About Charlie
Charlie is a wealth advisor at Vector and works directly with clients to support their financial planning and portfolio management. He has been involved in coaching youth downhill skiing at Hyland Hills since 2012. When he is not sharping ski edges in January or serving Vector’s clients, you can find him with his wife and four kids enjoying lake life. Ski tuning or wealth management needs? Charlie is here to help.
Takeaways
- Regular maintenance can lead to optimal performance
- Choosing the right types of accounts is important when considering saving and investing strategies
- Regular budget reviews help maintain financial health
- Portfolio rebalancing is a way to respond to changes in the weight of your portfolio allocations
- Mindset and resilience are key in both skiing and your financial life
- Reflect on your own deferred maintenance tasks
Chapters
- 00:00 Introduction to Skiing and Maintenance
- 02:45 The Importance of Ski Tuning
- 04:41 Ski Safety and Equipment Checks
- 07:10 Financial Analogies in Ski Maintenance
- 09:55 Deferred Maintenance in Financial Planning
- 11:51 Beneficiary Considerations
- 13:10 Regular Budget Reviews
- 15:53 Portfolio Maintenance and Rebalancing
- 18:05 Mindset and Resilience in Skiing
- 19:01 Conclusion and Call to Action
- 20:15 Regulatory
- 20:15 Good Job Benny!!
We’d love to hear your stories of deferred maintenance. What have you finally crossed off your list? Let us know!
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All content discussed in our podcasts, videos, or related blog articles are for informational purposes and should not be construed as individualized financial advice.
V25021202 - vectorwealth.com/regulatory
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