Balance Your Wealth
By Balance Wealth
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Category: Investing
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Episodes: 21
Description
Balance Your Wealth brings the entire Balance Wealth team together for lively, unfiltered conversations about life, money, and everything in between. Each episode blends practical financial insights with real-world stories, fresh perspectives, and a few laughs along the way. It’s where candid discussions meet expert advice; helping you find balance in your wealth and your world.
| Episode | Date |
|---|---|
|
Interest Rates & Decisions: How Rates Shape Buying a Home, Cars, Cash, and Refinancing
|
May 13, 2026 |
|
The Wealth Transfer Era: What Families Get Wrong
|
Apr 22, 2026 |
|
Asking Our Spouses Financial Jargon
|
Apr 07, 2026 |
|
Rapid Fire: Overrated or Underrated Pt. 2
|
Mar 24, 2026 |
|
Rapid Fire: Overrated or Underrated Pt. 1
|
Mar 11, 2026 |
|
2025 Asset Class Performers
|
Feb 25, 2026 |
|
Avoiding Michael Scott’s Financial Advice
|
Feb 11, 2026 |
|
Critical Money Moves You Must Make in January: New Year Financial Checklist
|
Jan 28, 2026 |
|
Rent vs. Own: Financial Pros and Cons
|
Jan 07, 2026 |
|
Marriage & Finances | Creating a Foundation for Success
|
Dec 17, 2025 |
|
Balancing Today and Tomorrow: Inheritance Planning
|
Dec 03, 2025 |
|
Roth vs. Pre-Tax: The Ultimate Showdown
|
Nov 27, 2025 |
|
Triple Tax Advantage: Your Secret Weapon for Retirement
|
Nov 12, 2025 |
|
The Scariest Financial Decisions You’ll Ever Have to Make
|
Oct 31, 2025 |
|
Debunking Myths: What Wealthy Investors Really Do
|
Oct 22, 2025 |
|
Did Your Kids Recently Graduate From College? | Balance Your Wealth
|
Oct 08, 2025 |
|
Fed Makes First Rate Cut in Nine Months
|
Sep 24, 2025 |
|
Retirement Landmines | Balance Your Wealth
|
Sep 10, 2025 |
|
Football Is Back: Financial Strategies Inspired by the Game
|
Aug 27, 2025 |
|
Mid-Year Money Moves: Optimize Your Financial Strategy
|
Aug 13, 2025 |
|
Tariffs & Markets (Pilot Episode)
|
Aug 13, 2025 |