Optimizing Your Social Security Benefits
On this episode of Retire With Balance, financial planner Rob Auclair and host Kristin Oakley discuss Social Security and the complexities involved in deciding when to start claiming benefits. Tune in to learn how Social Security benefits are calculated, the impact of claiming benefits early, and the potential tax implications. Don’t miss out on this […]
The Art of Legacy Planning
Estate planning is crucial in securing your family’s future, but it can often feel daunting. This episode of Retire with Balance breaks down the complex process into manageable steps, covering everything from trusts to beneficiary designations. Get empowered to take control of your estate planning with practical tips from Balanced Wealth Management’s Rob Auclair. Estate […]
Mastering RMDs: Navigating the Secure Act 2.0 for a Prosperous Retirement
This week on Retire with Balance, host Kristen Oakley and financial planner Rob Auclair tackle the complexities of retirement planning, with a special focus on RMDs and the implications of the Secure 2.0 Act. Whether you’re a seasoned saver or just starting, this episode is packed with essential insights to help you navigate the ever-changing […]
How to Make the Most of Your Pension Benefits
In this episode of Retire with Balance, Rob Auclair and Kristen Oakley unravel the concept of pension maximization, a strategy that can significantly enhance your retirement income. Discover how to make the most of your pension benefits, explore creative options, and ensure you’re securing your financial future to the fullest. Whether you’re nearing retirement or […]
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 […]
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 […]
Financial Year-End To-Do’s
Rob Auclair joined The Rhode Show to share financial tasks you should take care of before the end of the calendar year. Chief among them is ensuring you are maximizing your retirement plan contributions. Topics Discussed: Fall is not too early Maximize your retirement plans How a financial advisor can help simplify The opinions voiced […]
Secure Your Family’s Future with Estate Planning
Rob recently appeared on The Rhode Show to talk about the importance of estate planning. Watch this video to learn about why people tend to avoid estate planning and why it’s important to take care of it anyway. Topics Discussed: Balanced Wealth Management’s Value Add to Our Clients Importance of Financial Literacy for Future Generations […]
Word of the Day: Grateful
In this Word of the Day segment of Successful Living, Rob talks about the word “grateful” and answers the questions “How does being grateful benefit us” and “How can we learn to express more gratitude both to others and ourselves?” Topics Discussed: Definition of grateful Benefits of being grateful How to become more grateful […]
A Shift in the Rhode Island Real Estate Market
Mortgage interest rates are higher than they have been in years, but the inventory of available homes in Rhode Island is still low. Expert Chad Kritzas from HomeSmart Real Estate joins Rob to talk about how the Rhode Island real estate market is shifting. Topics Discussed: Stats on current home inventory and prices How the […]