Ballast, Inc.

The Ballast Life

Business EN ↓ 32 episodes

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,...

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Ballast, Inc.

Episodes

Episode 7: Conversation with Dr. Philip Overall 04.05.2020 34:11

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.

Episode 6: Interview with Author and Business Coach Adrienne Duffy 27.04.2020 35:11

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.

Episode 5: The Future of Higher Education with Centre College President Dr. John Roush 20.04.2020 45:37

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.

Episode 4: Practical Solutions for a Healthy Mindset with Dr. Lesley Iwinski 03.04.2020 34:39

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.

Episode 3: Advocate Roundtable - March 27, 2020 27.03.2020 48:08

Our Financial Advocates sat down this morning to discuss our thoughts on the economy, markets, investment portfolios, and the coronavirus. Click below to hear our thoughts.

Episode 2: Our Thoughts on the Markets - March 9, 2020 10.03.2020 25:52

Yesterday, our partners sat down to discuss how we are navigating recent volatility in the markets, the discussions we are having with clients, and planning opportunities.  

Episode 1: The Coronavirus with Dr. Paul Bachner 06.03.2020 37:13

John Boardman, CEO of Ballast, interviews Dr. Paul Bachner, Professor of Pathology and Laboratory Medicine at University of Kentucky on the current state of the Coronavirus and how it compares to previous viral outbreaks.