Balance Your Wealth
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.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 9, 2026
- Audience
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- Earliest in this view
- Jul 8, 2026
Latest episodes
Is College Still Worth It? The $250K Degree Debate (opens the original)
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Is a college degree still the best investment for your future, or has the rising cost of tuition changed the math? In this episode of Balance Your Wealth , we dive deep into the college worth debate. We compare the traditional $250,000 degree against alternatives like entrepreneurship and college vs trade school to help you master your financial planning . In this episode of Balance Your Wealth , the team explores both sides of the debate, discussing the financial return on investment, career op
The Money Fights Every Couple Has But No One Talks About (opens the original)
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Money fights in relationships are rarely just about the bank account. In this episode of Balance Your Wealth, Ryan Mannen is joined by Bob Gavlak, Nora Lamendola, Adam Fitch, and Nic Gookin to talk about the financial disagreements many couples face but often avoid discussing. From hidden spending and Amazon boxes piling up, to supporting adult children, budgeting as a couple, and making sure your spouse knows where important financial information lives, this conversation is all about creating b
Financial FAQs: Retirement, Debt, Roth vs. Traditional & Market Dips Pt. 2 (opens the original)
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When should you start taking Social Security? Do you really need a financial advisor? How should you invest your 401(k)? And what should you do if you receive an inheritance or financial windfall? In part two of this Balance Your Wealth FAQ episode, Ryan is joined by Shaun, Bob, Tyler, Nic, and Adam to answer more of the financial planning questions they hear most often. The team discusses why Social Security should not be viewed in isolation, how to think about the value of financial advice, co
Financial FAQs: Retirement, Debt, Roth vs. Traditional & Market Dips Pt. 1 (opens the original)
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How much money do you really need to retire? Should you pay off debt before investing? What is the difference between a Roth and traditional retirement account? And what should you do when the market is down? In this episode of Balance Your Wealth , Ryan is joined by Shaun, Bob, Tyler, Adam, and Nic for part one of a two-part conversation answering some of the most common financial planning questions they hear from clients. In this episode, you’ll hear discussions on: How to think about your ret
Insurance: What You Actually Need (and What You Don’t) (opens the original)
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Insurance is one of the most misunderstood parts of a financial plan. How much coverage do you actually need? Should you buy term life or whole life? Is disability insurance worth the cost? What about long-term care insurance, health insurance before Medicare, and planning for unexpected expenses? In this episode of Balance Your Wealth , Ryan Mannen is joined by Tyler Purcell, Nora Lamendola, Adam Fitch, Bob Gavlak, and Shaun Carney to break down the role insurance plays in a comprehensive finan
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