It’s halftime for the year — are your finances winning or falling behind?

In the first official episode of Balance Your Wealth, our expert panel — Ryan Mannen, Bob Gavlak, Tyler Purcell, and Nic Gookin — breaks down why a mid-year financial check-in could be the game-changer you need.

Listen to this episode to learn about:

• How to fine-tune your investment strategy for the rest of the year
• Smart moves to manage taxes before it’s too late
• Ways to make sure your savings goals stay on track

• Actionable tips you can use right now to improve your financial health

Whether you’re a seasoned investor or just starting your journey, this episode is packed with strategies to help you finish the year strong.

📺 Watch now and take control of your second half:

Subscribe for more balanced conversations around wealth and life. We are dropping episodes the 2nd and 4th Wednesday every month, so make sure to tune in!

Also, don't forget to leave a comment with your mid-year financial goals

#Finance #WealthManagement #Investing #TaxPlanning #BalanceYourWealth

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This material is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, or other professional advice. Information and data contained herein is as-of the date of publication, and may be subject to change in the future without notice. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained herein should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. You are highly encouraged to consult with professionals of your choosing before taking any action based on this material.

In this first-ever roundtable, the Balance Wealth team jumps straight into the headlines moving markets. Ryan Mannen leads Bob, Nick, and Tyler in a lively discussion on Trump’s proposed tariffs, the ripple effects on inflation, and how investors can position themselves now. Along the way, they share practical strategies for different life stages, unpack a real-world retirement scenario, and even venture into the cosmos with a surprising take on life beyond Earth.

*This episode was previously recorded when the Trump administration first announced the new administration's tariffs*

In this episode:

• Why tariffs are back in the spotlight and what they could mean for your portfolio.

• Bob’s perspective on staying the course in uncertain markets.
• Tyler and Nick’s insights on time horizons and smarter decision-making.
• A 58-year-old with $2 million—what’s the move?
• How a conversation about markets ended up light-years away.

Subscribe to Balance Your Wealth for fresh perspectives, actionable strategies, and conversations that go wherever the questions take us.

This material is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, or other professional advice. Information and data contained herein is as-of the date of publication, and may be subject to change in the future without notice. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained herein should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. You are highly encouraged to consult with professionals of your choosing before taking any action based on this material.