Hosted by Unknown Host · 🇺🇸 US · EN · 31 episodes
Established thought leaders with verified media credentials.
Welcome to Ballast. This podcast explores smarter strategies for achieving financial confidence, clarity, and success. Hosted by the expert financial team at Ballast in Lexington, KY, we bring you insights on wealth-building, financial planning, and the art of aligning your money with your goals.Learn more at ballastplan.comFrom navigating life transitions like divorce or entrepreneurship to making the most of your investments, we’re here to help high-net-worth individuals and peak accumulators gain perspective and make empowered decisions. Join us for candid conversations, expert interviews, and actionable advice that transforms your financial life into one that’s as purposeful as it is prosperous.Whether you're growing wealth or looking to safeguard your legacy, Ballast delivers the tools and inspiration you need to make every dollar count.Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate that the adviser has achieved a pa
Unknown Host hosts The Ballast Life, a business show with 31 episodes published.
WATCH HERE: https://youtu.be/QJmLVkxMoHI In this episode, Ballast COO Andy Reynolds sits down with Lisa Adkins, CEO of the Blue Grass Community Foundation, to explore how charitable giving can become a powerful tool for
Learn more about Ballast: https://ballastplan.com/ Watch on YouTube: https://youtu.be/41ucIbaoGEs Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate that the advise
One of my favorite clichés is “you’re only as strong as your weakest link.” In your financial life, cash flow, retirement contributions, and spending habits are all “links” that can make or break your plan. One link in p
Watch on YouTube here: https://youtu.be/spMBJuur45M Medicare sounds simple until you're staring down a grid of plan letters and 47 unsolicited robocalls. Richard McQuerry, a Medicare specialist with 17 years in the space
Watch here: https://www.youtube.com/watch?v=Bc8UhH6pgjg Ballast Founder and CEO (John V. Boardman, III, CFP®, CPWA®) and Chief Investment Officer, Brian Burton, CFP®, CIMA® sat down to discuss current trends in the marke
Watch here: https://youtu.be/4YUzcPZimTg Trusts can be powerful tools for families across the financial spectrum to protect and manage assets, care for loved ones, and potentially realize generational tax savings. They c
Want More? Sign up for our newsletters and magazines here. Contact Visit ballastplan.com, call 859.226.0625, or e-mail info@ballastplan.com. About Ballast Ballast, an employee-owned financial planning and investment mana
Watch here: https://youtu.be/npmcbn7jbJU Want More? Sign up for our newsletters and magazines here. Contact Visit ballastplan.com, call 859.226.0625, or e-mail info@ballastplan.com. About Ballast Ballast, an employee-own
Make a bigger impact with your charitable giving with smarter planning, not just giving more. Discover how to get the most out of your donations for the causes you care about and your long-term tax plan. Ideal for those
As we wrap up 2024, Ballast is here to provide clarity on the major financial themes shaping this year and what they could mean for the future. Watch on YouTube: https://youtu.be/zoMJv1O3fUg This year-end review offers i
Did you know: that 75% of business owners regret selling their business within a year? 😱 Don't let that be you. At Ballast, we help business owners plan their next move with confidence. From maximizing the value of your
Going through a divorce can be one of the most challenging times in life, especially for high-net-worth individuals or those with a variety of assets and complications. In this video, Ballast CEO John Boardman, and COO A
As pensions have largely been eliminated within the private sector, generational wealth accumulation continues to be a phenomenon impacting more and more families. Whether it be an accumulation from retirement assets, a
We recently invited local business owners to Ballast for a discussion on topics important to them. This is the video from our meeting. Topics Include: What makes businesses attractive to buyers?What is the current state
Cameron Hamilton, John Boardman, and Andy Reynolds discuss the market environment, trends, and more in this beginning-of-the-year update.
To kick off the new year, John Boardman (CEO, Founder) and Andy Reynolds (COO, Partner) sat down to recap the economic environment in 2022 and discuss the 2023 outlook. Topics include: Recent economic data and performanc
Listen as John Boardman (Founder and CEO of Ballast) and Andy Reynolds (COO and Partner of Ballast) discuss the current market environment. Additionally, John and Andy consider a few common questions and share their thou
In this episode of The Ballast Life Podcast, the Ballast advocates sat down to share their thoughts on 2020 with the benefit of hindsight, as well as potential head/tail winds that we may experience as 2021 marches along
In this episode of The Ballast Life Podcast, John and Andy discuss the implications of the the recent US elections, the impact the COIVID-19 vaccine may have on the markets, as well as their predictions for the months to
In this episode of The Ballast Life podcast, the Ballast Advocates sat down virtually to break down their favorite articles from our Atheneum anthology. The entire anthology can be downloaded on our website: BallastPlan.
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The Ballast Life is hosted by Unknown Host. The show is categorised under business (investing) and has published 31 episodes.
The Ballast Life has published 31 episodes.
The Ballast Life regularly covers business, investing, management. It sits in the business category, with a investing focus.
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Episodes of The Ballast Life average 36 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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