How to Be Smart about Asset Allocation in Retirement
Join Kristen Oakley and financial planner Rob Auclair in this week’s Retire with Balance episode as they discuss the importance of asset allocation in retirement planning. Learn how to create a well-balanced investment strategy that optimizes your financial security and ensures a comfortable retirement. Topics Discussed: Balanced Wealth Management’s Family Origins Navigating Market Volatility with […]
5 Questions to Ask Yourself 5 Years Before Retirement
Is retirement on the horizon for you in the next five to ten years? It’s a goal that you’ve spent a lifetime working towards, and with the finish line in sight, it’s the perfect moment to fine-tune your plans to ensure your transition is as smooth as possible. As you approach your target retirement date, […]
Creating a Shared Financial Vision: Having the Money Talk with Your Partner
If talking about money with your partner stresses you out, you’re not alone. Many couples avoid the topic altogether because opening up about finances can be uncomfortable. Sharing the details of your income, debt, assets (or lack thereof), spending habits, and more may leave you feeling vulnerable, especially if you fear judgment, shame, or the […]
Moving into the New Year
In this episode of the Rhode Show, Rob joined host Will Gilbert to share some different opportunities to help you get the new year of savings off right. The start of the year is an opportune moment to begin with positive steps. Topics Discussed: Evaluating Investments Revising Beneficiary Details Allocating Funds to Savings The opinions […]
Balanced Wealth Management Recognized in Investment News’s Hot List
December 12th, 2023 – Rob Auclair, CFP®, of Balanced Wealth Management, has been recently honored with a place in the prestigious Investment News Hot List for 2023. According to Investment News, the annual list showcases the nation’s elite financial professionals, who are recognized not only for their professional excellence but also for their significant contributions […]
Strategies to Mortgage Freedom
Owning a home is a significant milestone in the journey toward the American dream. Far from being the dreaded ‘bad debt,’ mortgages are a powerful tool, often seen as ‘good debt.’ They offer a pathway to enhance your net worth and lay the foundations of a solid financial future for your family. For those looking […]
Beyond the Mortgage: Is Buying a Home Right for You?
Ever catch yourself envying the homeowner who brags about building equity while you’re ‘throwing money away’ on rent? Or maybe you’re torn between the joy of customizing your space and the burden of unexpected maintenance costs. If you’re able to choose between renting or buying a home, the real question doesn’t always revolve around money—it’s […]
The Emotional Side of Retirement: How to Face Your Fears and Find Fulfillment
Are you afraid to retire even though you can? If it’s even on the table, congratulations. This means you’ve worked hard, followed a plan, and remained disciplined enough to afford it—an accomplishment far too many people can’t claim. You’ve looked at the numbers, done the math, and all calculations give you the green light. So […]
How Understanding Your Money Personality Can Shape Your Financial Journey
Have you ever considered how much the way you relate to money impacts your finances? Everyone has their own distinct money personality that shapes their feelings, habits, and behaviors around money. Being aware of this and getting to know your money personality can help you embrace your strengths, recognize your shortcomings, and make more informed […]
Strategies for Making Sound Financial Decisions During Every Career Move
Long gone are the days when a person would spend their entire career with one employer. The nature of work has evolved, and professionals nowadays are more inclined to explore diverse career avenues, embracing mobility and flexibility. Switching jobs has become quite the norm, and while it’s an exciting phase, it’s also one filled with […]