Word of the Day: Budget
Many of us consider the word “budget” a dirty word, but it doesn’t have to be. In this video, Rob discusses how budgeting has changed over the years, simple ways you can begin building a budget, and the emotional aspect of budgeting. Topics Discussed: What is a budget? How has budgeting changed and become more […]
Mortgage Rates
In this video, Rob and Vice President at Homestart Mortgage Steve Tetzner discuss the current mortgage rates, where the rate trends are likely to go in the future, and what you need to know about paying private mortgage insurance (PMI). Topics Discussed: What are the current mortgage rates? What are the mortgage rate projections for […]
Protecting Assets from Long-term Care Expenses
In this video, Rob discusses with estate expert Lynn Riley what a life estate deed is, whether that’s a good option for you, and the best ways to protect your assets from long-term care expenses. Topics Discussed: Can you protect your assets and have no restrictions on them? What is a life estate deed? What […]
Transitions
In this video, Rob discusses how life transitions affect us both emotionally and financially and how those two factors go together. Topics Discussed: What is a transition? How can you prepare or plan for certain transitions of life? How to transition from work life to retirement What are the tax implications of major life transitions? […]
Is It Time to Refinance?
Has it been a while since you refinanced your home? Have you been thinking about refinancing but aren’t sure if it’s the right time? In this video, Rob talks with mortgage broker Steve Tetzner to discuss if now is the right time to consider refinancing your home and steps to get the process started. Topics […]
State of Rhode Island’s Real Estate Market
In this video, Rob talks to real estate broker Chad Kritzas about the current condition of the real estate market in Rhode Island, what are foreseeable trends, and why now may be a better time to sell or buy a home than you may think. Topics Discussed: What is networking, and why is it important? […]
Our Story: Balanced Wealth Management
Investing is an ever-evolving process that requires lasting relationships with a financial advisor you can trust with your money. In this video, Robert talks about how Balanced Wealth Management was born, the importance of client relationships, and the future of investing with evolving technology. Topics Discussed: How did Balanced Wealth Management begin? How important is […]
Avoiding Investment Scams
Having a financial advisor to help you manage your money is always a good idea, but many of us fear who we can trust with our money. In this video, Rob talks about how you can avoid being the victim of investment scams by sharing reliable ways of finding a trustworthy financial broker and the […]