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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 Aug 30, 2024
Friday Aug 30, 2024
In this episode of our Well Balanced podcast, Jason Ranallo sits down with George, who is four years into retirement and a client at Vector. In this conversation, they unpack a life enriched by travel, birdwatching, and the pursuit of experiences. George shares how he has prioritized travel and adventure, starting with canoe trips in the Ozarks and SCUBA diving in Mexico.
Later in life, when his kids were around 10-12 years old, he and his family took a Y2K trip around the world. Another pivotal moment in George's life came in 2010 when a health scare prompted him to reassess his corporate job and led to one of his most remarkable adventures: spending three months in Botswana, working alongside elephants in the African bush.
This conversation explores the practical aspects of travel, including budgeting, planning, and smart travel hacks that ensure each adventure is memorable and financially savvy. But the episode isn't just about logistics—it's about the transformative power of travel, especially when it comes to broadening perspectives and deepening connections.
We are so happy to have George and his wife as clients at Vector. Huge thanks to George for recording this conversation and letting us publish it. We have not compensated George for this podcast appearance, and this does not constitute an endorsement.
Listen to this audio podcast to hear more about George's journey and insights on blending travel with life’s other priorities.
Points of Interest --
Childhood Adventures and Early Influences
Starts at 00:15
Exploring George's upbringing in Missouri, where his love for nature and adventure took root through canoeing trips along with early scuba diving experiences in Mexico.
Discovering a Passion for Birdwatching
Starts at 01:02
A look into how George's interest in birdwatching was sparked by his parents and later deepened during his college years, influenced by like-minded friends.
Around the World: The 2000 Family Adventure
Starts at 02:58
Recounting the ambitious around-the-world trip that George and his family undertook, visiting multiple continents and instilling a love of travel in his children.
Budgeting: Planning the Perfect Trip
Starts at 05:08
Insights into George's disciplined approach to budgeting for travel, including smart strategies for planning trips, finding deals, and making the most of credit card points.
Slow Travel: Embracing Retirement with Longer Stays
Starts at 08:05
The concept of "slow travel" in George's retirement, where he and his wife spend extended periods in new locations, fully immersing themselves in the local culture and environment.
From Corporate Life to African Safaris
Starts at 09:24
How a health scare in 2010 led George to reevaluate his career and take a three-month sabbatical in Botswana, working with elephants and reconnecting with nature.
Memories Over Material: The True Value of Travel
Starts at 13:04
A discussion on the lasting impact of travel experiences over material possessions and how these adventures have shaped George’s family life and personal growth.
Building Memories: The Power of Shared Experiences
Starts at 14:05
George and Jason discuss the importance of building memories with loved ones through travel, emphasizing the difference between communicating through technology and creating lasting memories by sharing experiences together.
Travel Hacks and The Next Trip
Starts at 16:08
George makes finding deals a hobby with Google Flights and credit card rewards. When you’re finished with one vacation, you start thinking about the next one.
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* We are so happy to have George and his wife as clients at Vector. Huge thanks to George for recording this conversation and letting us publish it. We have not compensated George for this effort. As you’ll hear, George’s experiences are unique and are in line with his financial plan. If you feel inspired, let your financial advisor know and start planning your next adventure.
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vectorwealth.com/regulatory
ID: V24235155
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