Beyond the Balance

By TradeWinds

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Category: Investing

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Episodes: 42

Description

Brought to you by TradeWinds, Beyond the Balance goes deeper than dollars and cents, exploring how our financial choices shape our lives, relationships, and happiness. Each episode features real conversations with guests from all walks of life; advisors, entrepreneurs, parents, and everyday people that talk about what balance really means in money and in life. Because true wealth isn’t just what’s in your account, it’s what makes life meaningful.

Episode Date
Planning Over Product: Scott Zuckerman on Karate, Cockpits & Closing the Financial Literacy Gap
Oct 28, 2026
Beyond the Return: Ricky Lavina on Rebuilding Tax Prep for the AI Era
Oct 14, 2026
When the Ball Stops Bouncing: Josh Haymond on Life After the Game, Leadership & Boundaries
Sep 30, 2026
Cracking the College Admissions Code: Scholarships, Myths & AI with Shellee Howard
Sep 16, 2026
The Business of Doing Both: Entrepreneurship, Investing & Gen Z Money Talk with Mary Esposito
Sep 02, 2026
Back to School Money Talk: A Teen's Take on Budgeting, Saving & AI with Jack Adkins
Aug 19, 2026
Beyond the Balance: Building Independence, Betting on Yourself, and Redefining Wealth with Tim Whitney
Jul 22, 2026
Beyond the Balance: Patrick Stacy on Analytics, Roster Building & Being a Girl Dad
Jul 08, 2026
Beyond the Balance: Abha Bowers on Reinvention, Resilience & Living Your Four Fs
Jun 24, 2026
Beyond the Balance: Tim Humphrey on Reinvention, Resilience & Finding Your Purpose
Jun 10, 2026
Beyond the Balance: Marc Campbell on Pivots, Priorities & Dream Lives
May 20, 2026
Beyond the Balance: From Endurance to Excellence - Performance, Resilience & Wellbeing with Bill Coppel
May 06, 2026
Beyond the Balance: 6 Common Money Myths (And What Actually Matters)
Apr 27, 2026
Beyond the Balance: From Basketball to Business - Discipline, Mindset & Building a Meaningful Life with Ralston Turner
Mar 18, 2026
Beyond the Balance: Turning Energy Into Impact, Relationships, and Real Growth with Larry Long Jr.
Feb 04, 2026
Beyond the Balance: Starting a Business Without Quitting Your Day Job with Shannon Thomas
Jan 21, 2026
Beyond the Balance: Warren Buffett Meets Web3: Making Sense of Digital Assets
Jan 07, 2026
Beyond the Balance: A Tech Veteran on Work, Family & Balance
Dec 17, 2025
Beyond the Balance: A Conversation on Lending and Life
Dec 03, 2025
Money Moves, AI Rules, Election Buzz, and Olympic Thrills
Aug 02, 2024
Ask The Experts
Jul 16, 2024
Reddit Rabbit Hole
Jun 27, 2024
Market Mayhem: Zero Down Mortgages, Texas Stock Exchange, NYSE Glitches, Blockbusters, and Stock Ownership Explained
Jun 06, 2024
Sun's out, Stocks up
May 23, 2024
The Roast of Peloton’s stock price presented by Meme Stocks
May 08, 2024
The Swiftonomics and Tesla Department Episode
Apr 25, 2024
A Tradition Like No Other: The Masters, Taxes, and Bears
Apr 10, 2024
March Madness: McDonald's, Warren Buffet, and IPO's
Mar 27, 2024
The Golden Episode: Oscar Predictions and Gold prices on the rise
Mar 13, 2024
Leaping into March with Wendy's, Amazon, and a Trillion Dollars
Feb 29, 2024
The Perfect Valentine's Day: Chocolates, Usher, and AI
Feb 14, 2024
Tech, Touchdowns, and Tariffs: A Week of Microsoft vs. Apple, Super Bowl Spending, and Navigating Rising Credit Card Fees in Tax Season
Feb 01, 2024
Costco, Careers, and The Emmy Awards: A Podcast Extravaganza
Jan 18, 2024
2024: New Year, New You, Same Great Podcast!
Jan 05, 2024
Holiday Magic Unleashed: Mango's Kids Take Center Stage in a Special Episode
Dec 28, 2023
Bitcoin, Bulls, and Blockbusters
Dec 06, 2023
Turkey, Travel, and Traditions
Nov 22, 2023
Fifth Fantastic Five in Five: A 5ish-Minute Financial Feast
Nov 08, 2023
Dollars, Dreams, and Digital Gold
Oct 25, 2023
Cash, Clash, and Candy Corn
Oct 11, 2023
Cars, Slot Machines, and The Swifities take over the NFL
Sep 27, 2023
The Apple doesn't fall far from the NFL and Survivor
Sep 13, 2023