Видео 97
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Correct Capital Wealth Management - St. Louis Financial Advisors and Retirement Planning

1:06

Reflecting on 2024: Lessons, Growth, and What’s Next for Correct Capital

15:10

Year-End Tax Planning Ideas

28:33

The Gift That Keeps on Saving: Tax-Efficient Giving Strategies

11:30

‘Tis the Season for Tax Savings: Year-End Moves to Deck Your Wallet

14:44

Will the Next President Sink the Economy? Probably Not.

12:07

Smart Planning for Retirement NOW | Correct Capital Wealth Management

Invest in your future with experienced financial planners that help manage and grow your wealth. Correct Capital provides fiduciary financial advice for individuals and families that may want to coordinate college savings funds, manage investments, or require other financial services.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing.
Correct Capital is an independent,...

Видео

Correct Capital Wealth Management - St. Louis Financial Advisors and Retirement Planning

1:06

Correct Capital Wealth Management - St. Louis Financial Advisors and Retirement Planning

Просмотров 4021 день назад

Financial Advisors in St. Louis, MO. Welcome to Correct Capital. Correct Capital is an independent, privately held wealth advisory firm built around our St. Louis, MO clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and into your future. Our seasoned fiduciary advisors leverage the best technology platforms and investme...

Reflecting on 2024: Lessons, Growth, and What’s Next for Correct Capital

15:10

Reflecting on 2024: Lessons, Growth, and What’s Next for Correct Capital

Просмотров 5521 день назад

Life is full of uncertainty, from market fluctuations to career changes, and managing your finances can feel like one more challenge. That’s why we’re here. At Correct Capital we focus on creating a financial future that helps you sleep at night and live your best life. Today, we’re reflecting on an eventful year and sharing insights into how we’ve grown as a firm to better serve you. About Cor...

28:33

Year-End Tax Planning Ideas

Просмотров 7321 день назад

In this quarterly webinar, financial advisor and CERTIFIED FINANCIAL PLANNER™ professional Colin Day discusses end-of-year tax moves that can reduce your tax liability. About Correct Capital Wealth Management ⁠⁠⁠Correct Capital⁠⁠⁠ is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area business...

The Gift That Keeps on Saving: Tax-Efficient Giving Strategies

11:30

The Gift That Keeps on Saving: Tax-Efficient Giving Strategies

Просмотров 16Месяц назад

Have you ever wondered about the most effective ways to share your wealth with loved ones or give back to causes you care about-all while minimizing tax implications? Whether you're considering helping your children buy their first home, making a meaningful charitable donation, or strategically planning your estate, gifting can help you give back while reducing your tax liability. In this episo...

‘Tis the Season for Tax Savings: Year-End Moves to Deck Your Wallet

14:44

‘Tis the Season for Tax Savings: Year-End Moves to Deck Your Wallet

Просмотров 38Месяц назад

As the year winds down, it's natural to start looking ahead-and your finances deserve just as much attention as your holiday plans. With tax season around the corner, making a few smart moves now can mean valuable savings and smoother planning in the year to come. In this episode of Capital Conversations, Accredited Investment Fiduciary® John Biedenstein and CERTIFIED FINANCIAL PLANNER® profess...

Will the Next President Sink the Economy? Probably Not.

12:07

Will the Next President Sink the Economy? Probably Not.

Просмотров 192 месяца назад

With elections just around the corner, it's natural for people to feel uneasy about how the results might affect their financial future. Pundits on both sides of the aisle are quick to raise alarms about how the other side's candidate would hurt the economy. However, a look at the hard numbers shows that those concerns are almost always overblown, and that the American economy is almost always ...

21:50

What's Your Retirement Number?

Просмотров 602 месяца назад

At some point, everyone needs to understand how much money they'll need to achieve their retirement goals. In this episode of Capital Conversations, CERTIFIED FINANCIAL PLANNER™ Professional Colin Day and Portfolio Manager Ryan Potts discuss a simple yet effective tool we’ve created to help you determine if you're on the right track toward your retirement goals. Whether you're just starting out...

Webinar: How Much Do You Need to Retire?

28:08

Webinar: How Much Do You Need to Retire?

Просмотров 1213 месяца назад

In this quarterly webinar, financial advisor and CERTIFIED FINANCIAL PLANNER™ professional Colin Day discusses how to make sure you have enough saved up to live the retirement lifestyle you want. About Correct Capital Wealth Management ⁠⁠⁠Correct Capital⁠⁠⁠ is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services...

Meet Jordan Korte, Our New Onboarding Specialist

19:03

Meet Jordan Korte, Our New Onboarding Specialist

Просмотров 453 месяца назад

At Correct Capital, we believe that building strong client relationships starts with the right people. In this episode of Capital Conversations, we’re thrilled to introduce Jordan Korte, our new associate advisor. We’ll talk about his responsibilities, his approach to making client onboarding seamless, and how his fresh perspective benefits both our team and clients. About Correct Capital Wealt...

RMDs: The IRS Wants Its Cut - What You Need to Know

18:18

RMDs: The IRS Wants Its Cut - What You Need to Know

Просмотров 2313 месяца назад

In addition to taxes (and, unfortunately, death), one constant for people nearing or in retirement is required minimum distributions (RMDs). Recent legislative changes from the SECURE Acts affect both the age at which you’re required to start taking RMDs, and how those RMDs are handled when a retirement account is passed down to heirs. In this episode of Capital Conversations, CERTIFIED FINANCI...

Behind the Scenes at Correct Capital Wealth Management

15:46

Behind the Scenes at Correct Capital Wealth Management

Просмотров 664 месяца назад

Starting with a new financial advisor can be complicated, but it doesn't have to be. Whether you're preparing for retirement, managing investments, or simply seeking advice on your financial future, having a trusted advisor can make all the difference. At Correct Capital, we understand that your financial goals are unique, and we're here to guide you every step of the way. In this episode of Ca...

Financial Planning Red Flags and How to Avoid Them

16:05

Financial Planning Red Flags and How to Avoid Them

Просмотров 684 месяца назад

Whether you're a seasoned investor or just starting out, there's always a chance you're not taking certain aspects of your financial planning into account without the aid of an experienced, fiduciary financial advisor. There are a number of things we see commonly as advisors that can keep clients from reaching their financial goals and living the life they wanted to. In this episode of Capital ...

Perspective of the Markets From the First Half of 2024, and a Look Ahead

9:38

Perspective of the Markets From the First Half of 2024, and a Look Ahead

Просмотров 355 месяцев назад

In this episode of Capital Conversations, CFO and Founder Brian Pultman and portfolio manager Ryan Potts take a look back at the first half of the year, followed by a look ahead as a gauge for clients’ financial planning. With an election cycle coming up Correct Capital wants to make sure you are aware of potential impacts to your portfolio, as well as how to best position cash and assets to be...

How to Teach Your Kids About Money, From Allowances to Inheritance

10:54

How to Teach Your Kids About Money, From Allowances to Inheritance

Просмотров 436 месяцев назад

We all strive to prepare our children for financial success, but where do we start? It can begin with everyday conversations about money, turning simple tasks like chores into learning experiences about earning and saving. As they grow older, more complex discussions about investments, philanthropy, and understanding the value of money become crucial. The goal is to prepare them to make informe...