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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 Jul 12, 2024
Friday Jul 12, 2024
We are excited to share insights from Vector’s latest Well Balanced podcast episode, which features Tory Schaefer, Senior Director of Yoga Operations at Lifetime.
Tory joins Sharon Calhoun, Vector’s Managing Director, to discuss the importance of integrating a wellness practice, like yoga, into your life. Discover how to stay present, reduce stress, and support better decision-making. Whether you're a seasoned yoga practitioner or just curious about ways to stay grounded, this episode offers valuable tips for a well-balanced life.
Some of you may be wondering what yoga has to do with retirement and financial planning. Well, let’s face it—we’re bombarded with stories of suffering, inflation concerns, and heated political coverage. Additionally, there may be personal challenges at home like caring for an aging parent or ill spouse. Even just getting out the door to make an appointment can be a challenge at times. The world throws a lot at us, which can cause significant stress and anxiety.
Tory says, “Yoga has been around for thousands of years, primarily as a form of meditation. It addresses “dukkha,” which means suffering, and focuses on understanding and alleviating it. Yoga helps manage attachments to worries about the future or past.”
Listen or watch this podcast for a wide-ranging and perhaps surprising conversation on an age-old topic. Sharon and Tory go beyond being flexible to being present.
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Chapters:
00:00 ... Introduction
- Sharon Calhoun introduces our guest, Tory Schaefer and the theme of the podcast: Healthy Living and Wellness in Retirement.
00:24 ... Yoga's Role in Financial and Retirement Planning
- Learn how yoga can help with managing stress and anxiety, especially in the context of financial planning and retirement.
02:16 ... Tory Schaefer's Yoga Journey
- Tory shares his journey from acting in New York City to becoming Senior Director of Yoga Operations at Lifetime.
05:04 ... Understanding and Practicing Yoga
- Tory explains various types of yoga and encourages listeners to start with simple breathing exercises.
10:34 ... Benefits of Yoga
- Managing stress, improving mental clarity, and overall wellness through a practice of grounding in the present moment.
14:37 ... The First Step in Yoga is Breathing
- Tory talks about how yoga can help individuals let go of unproductive stories they may tell themselves.
22:00 ... Wellness and Daily Rituals
- Start small with daily rituals and incorporate mindfulness practices into your life for less reactive stress responses and better decision-making.
27:03 ... Final Thoughts and Conclusion
- Words of wisdom on facing stress and being present.
We encourage you to share this podcast and contact Vector with questions about your financial life. Tory Schaefer can be reached through his Facebook page: ToryLand Yoga or at Lifetime.
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vectorwealth.com/regulatory
WB_v24191140
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