The Ballast Life

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

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 protected]

Timestamps:

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

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.

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.

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.

On Tuesday, May 5th, 2020, our Advocates sat down (via Zoom) for a discussion of current economic and market conditions, as well as the potential range of outcomes over the coming months.  Listen to our thoughts on how this period compares to the Financial Crisis, how certain industries might be permanently impacted, and how the combined monetary and fiscal response has been received by financial markets.

Brian Burton, Partner and Director of Portfolio Strategy at Ballast, recently sat down with Dr. Philip Overall, Medical Director of Emergency Services at St. Claire Regional Medical Center to discuss what he and his colleagues are facing with the pandemic and what they are doing to help keep themselves and the community safe.

Our CEO, John Boardman, sat down with author and business coach, Adrienne Duffy, to discuss the challenges and opportunities facing all of us during the COVID-19 pandemic.   Adrienne has been John’s instructor at Strategic Coach, an Entrepreneurial Coaching Program, for the last seven years.

Andy Reynolds, Ballast’s COO and Financial Advocate, recently sat down with Centre College President Dr. John Roush to discuss the future of college. Listen to their candid discussion on the immediate impacts of COVID-19 and collegiate distance learning, as well as insights into the future of college expenses, debt, and college savings.

Andy Reynolds interviews Dr. Lesley Iwinski, a retired Family Physician and current director of Growing Peaceful Families. Hear their discussion on the current state of healthcare workers, her observations on balancing mental health with physical health, and practical solutions to maintain a healthy mindset amidst these crazy times.