Asset Allocation as the Foundation for Successful Investing
Asset Allocation as the Foundation for Successful Investing Investing is one of the most important pillars of financial planning, and balancing your asset allocation is the most important factor in laying the foundation for successful investing. In this chapter, Rob shares the reason behind this investing philosophy and what it means to build a balanced, […]
Choosing a Lump Sum vs Stream of Income in Retirement
In this premiere episode of Retire with Balance, Rob Auclair of Balanced Wealth Management pulls back the curtain on what it looks like to work with a financial advisor and exactly what financial planning entails in a way that takes the mystery out of the process. Having a firm grasp on your finances will put […]
Word of the Day: Sincere
Being sincere helps us to feel more comfortable within ourselves while simultaneously helping other people feel good. In this Word of the Day video, Rob talks about what it means to be sincere, the benefits of being sincere, and how to be more sincere. Topics Discussed: What it means to be sincere How asking questions […]
Timely Tax Season Tips
Rob is joined by tax expert Greg Porcaro to discuss tax season tips taxpayers should be aware of. They cover common simple errors that can hold up your taxes as well as more complex tax return issues that can lead to significant delays or costly mistakes. Topics Discussed: Common simple errors that can hold up […]
What You Should Know About Annuities
An annuity is a financial product that is primarily used as a guaranteed income stream in retirement. But before investing in annuities, it’s important to understand the pros and cons. In this video, Rob explains how annuities work and offers cautionary tales of costly missteps that can happen when choosing annuities for retirement. Topics Discussed: […]
Word of the Day: Appreciative
Being more appreciative of others and the things in your life can lead to a better lifestyle and mindset. In this Word of the Day video, Rob expounds on the benefits of being appreciative, including better relationships, improved mental wellbeing, better health, and higher self-esteem. He also gives tips for becoming more appreciative and expressing […]
Early 2022 Rhode Island Real Estate Market
Rob is joined by real estate expert Chad Kritzas to discuss what the real estate market has been doing during the first months of 2022. They also talk about saving taxes when selling an investment property, the pros and cons of renting vs. buying, and predictions of the Spring market. Topics Discussed: January 2022 home […]
Market Correction During Retirement
Market corrections can be scary, but having a plan and following it is the key to your portfolio recovery. So what are your investment choices for this year, and what opportunities does a market correction present? Rob answers these questions and talks about how a correction can have on your portfolio once you’re in retirement […]
Word of the Day: Empathy
Being empathetic towards others can help to build community and stronger relationships. In this video, Rob talks about what empathy is, the benefits of being more empathetic, and what you can do if you struggle with feeling empathy. Topics Discussed: What empathy is and how it differs from sympathy The benefits of being empathetic How […]
How Higher Interest Rates are Impacting the Housing Market
In early 2022, we’ve seen a significant spike in mortgage interest rates as home prices have continued to increase. Rob talks with mortgage expert Steve Tetzner from Homestar Mortgage to get his insights on the housing market, rising mortgage rates, the economic landscape, and where we are headed in 2022. Topics Discussed: Spike in mortgage […]