The Ballast Life is a series of conversations that are intended to highlight respected professionals and community leaders within the central Kentucky area, as well as important topics that are necessary to achieving financial cohesion.
Important Disclosure: past performance does NOT guarantee future results.
Ballast, Inc. (“Ballast”) is a registered investment advisor. Certain advisory persons of Ballast are also registered representatives of APW Capital, Inc, (“APW”), Member FINRA/SIPC, 100 Enterprise Dr, Ste 504, Rockaway, NJ 07866, 1-800-637-3211. In their separate capacity as registered representatives, securities are offered through APW. Ballast and APW are not affiliated. Check the background of this firm on FINRA’s BrokerCheck.
Episode 14: Elections, Vaccines & Markets
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 come.
Episode 13: Atheneum Articles Discussion
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.com/Book
Episode 12: The SECURE Act
The SECURE Act is one of the most significant pieces of legislation passed within the past few years. If you have any questions, please do not hesitate to reach out to us at 859-226-0625 or email@example.com
Introduction: 00:00 - 3:24
ROTH IRA Review: 3:25 - 6:50
Beneficiary Payout Strategies: 6:51 - 14:40
Strategies During Retirement: 14:41 - 22:16
Strategies to Achieve the Best Results: 22:17 - 30:52
Estate Planning Chaos: 30:53 - 40:25
Episode 11: Checking in with John and Andy, July 30, 2020
In this episode of The Ballast Life podcast, John and Andy sit down at a safe social distance to discuss the current state of the world as it relates to the financial markets and financial planning, as well as what they are watching for in the days to come.
Episode 10: Checking in with John and Andy, May 28, 2020
Late last week John and Andy sat down via Zoom to discuss several topics regarding the markets as well as the firm. Topics include their thoughts on recent market behavior, expectations for the economy for the remainder of the year, risks people may not be considering, economic positives of the crisis, and how our business is operating in light of the pandemic.
Episode 9: Understanding Supply Chain with Dr. Tom Goldsby
Earlier this week, Andy Reynolds, our COO and a Financial Advocate, sat down with Dr. Tom Goldsby, a global leader in supply chain management and logistics. Listen their conversation about the current status of our supply chain disruptions, the supply chain reliance on China and other countries, and what the future may bring.