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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
Wednesday Nov 27, 2024
Wednesday Nov 27, 2024
Senior living is more than just a place—it’s a journey, and this episode explores how to navigate it with intention and empathy.
In this engaging podcast episode, creator and executive producer of the groundbreaking PBS docuseries Inside Senior Living, Melissa Fritz explores the important and often complex topic of senior living with Joe Grochowski, Senior Wealth Advisor at Vector Wealth Management. Inside Senior Living (website) is a show that provides a relatable and educational perspective, following eight families as they navigate aging-related decisions, transitions, and challenges over the course of the series.
Together Joe and Melissa discuss the emotional, practical, and cultural dimensions of aging and senior care, offering listeners valuable insights into a topic that, will at some time, touch many families.
Melissa shares her personal and professional journey into the senior living space, driven by her passion for helping older adults and their families navigate this phase of life. With her depth of experience in senior living communities and her personal connection as a caregiver for her father, Melissa brings both expertise and empathy to the conversation.
The conversation sheds light on common misconceptions about senior living. From aging in place to independent and assisted living communities, Melissa talks through a wide range of options available and the importance of starting conversations about aging early.
Podcast listeners (or viewers) can expect a heartfelt discussion about the emotions, struggles, and opportunities that come with making senior living decisions. Joe and Melissa highlight the benefits of planning ahead, the power of focusing on what can be gained through transitions, and some cultural differences in how we approach aging.
Whether you’re currently navigating senior living decisions or preparing for the future, this episode is filled with insights and perspective that can help you and your loved ones.
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