Beyond the Balance

Beyond the Balance

Brought to you by TradeWinds, Beyond the Balance goes deeper than dollars and cents, exploring how our financial choices shape our lives, relationships, and happiness. Each episode features real conversations with guests from all walks of life; advisors, entrepreneurs, parents, and everyday people that talk about what balance really means in money and in life. Because true wealth isn’t just what’s in your account, it’s what makes life meaningful.

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Avsnitt(34)

Beyond the Balance: Warren Buffett Meets Web3: Making Sense of Digital Assets

Beyond the Balance: Warren Buffett Meets Web3: Making Sense of Digital Assets

In this episode of Beyond the Balance, host Mike Manganillo sits down with Matthew Snider—investor, advisor, entrepreneur, and founder of Block Three Strategy Group—to explore where traditional financ...

7 Jan 29min

Beyond the Balance: A Tech Veteran on Work, Family & Balance

Beyond the Balance: A Tech Veteran on Work, Family & Balance

What does “balance” really look like over the course of a long career?In this episode of Beyond the Balance, host Miller sits down with Bruce Groce, a recently retired tech leader who spent 32 years a...

17 Dec 202524min

Beyond the Balance: A Conversation on Lending and Life

Beyond the Balance: A Conversation on Lending and Life

"Beyond the Balance," featuring host Miller Hoffman and guest Gretchen Curtis from Integrated Funding, a mortgage brokerage. The discussion centers on Gretchen Curtis’s career path in the lending worl...

3 Dec 202538min

Money Moves, AI Rules, Election Buzz, and Olympic Thrills

Money Moves, AI Rules, Election Buzz, and Olympic Thrills

In this weeks penultimate episode Miller and Mango cover the following hot topics: 📊 Takeaways from Federal Reserve meeting 🤖 World’s first AI law 🗳️ Election Update 🏅 Olympics 💬 Explai...

2 Aug 202412min

Ask The Experts

Ask The Experts

In this weeks episode Miller and Mango change up the format and answer the five most common questions people often ask a Financial Advisor and Marketing Executive. *TradeWinds LLC. is an investment a...

16 Juli 202412min

Reddit Rabbit Hole

Reddit Rabbit Hole

In this weeks episode Miller and Mango cover the following hot topics: 💼💰 I’m turning 40 and realizing that I need to start saving for retirement… Will I be ok? 🎉💸 Balancing between enjoying l...

27 Juni 202414min

Market Mayhem: Zero Down Mortgages, Texas Stock Exchange, NYSE Glitches, Blockbusters, and Stock Ownership Explained

Market Mayhem: Zero Down Mortgages, Texas Stock Exchange, NYSE Glitches, Blockbusters, and Stock Ownership Explained

In this weeks episode Miller and Mango cover the following hot topics: 📉 The Big Short is Back! Are zero down mortgages making a comeback? 🔧 NYSE glitches cause chaos. Are clients protected by g...

6 Juni 202416min

Sun's out, Stocks up

Sun's out, Stocks up

In this weeks episode Miller and Mango cover the following hot topics: 🎯 Target is lowering prices on 5K of their frequently bought items. 📈 Dow closes at record high 40K. 👵 More Americans are ...

23 Maj 202412min

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