Financial Education Videos
Part of our mission is to make sure our clients are educated in every step of the planning process. Below are a few educational videos to keep you informed and refer back to anytime you have questions. Make sure to check back and watch our new content as we update our video library periodically.
Please click on the green video title below to gain viewing access. You will be prompted to give a few details about yourself before watching. Guided Capital never shares your information with any third party and is only used for internal purposes.
What is a 401k and why is it an integral part of building your nest egg for retirement. Learn about different types of investment strategies and some ideas of picking the best for you.
The Big Blue Chart: Staying Invested During Difficult Times
The impact of major market cycles on the S&P 500 Index is reviewed since 1980. While markets exhibit intra-year lows every year, staying invested over the long term helps to build wealth over time.
The IRS sets age-based contribution limits for retirement savings. Learn more about these limits, employer matching, and fees of retirement accounts and investment strategies.
Peter provides historic perspective on volatile markets and the risks of "cashing out" at the wrong time.
Life Insurance, Annuities & Long-Term Care
Do I need life insurance? If so, what type is right for me? How much? What are annuities? Are they right for me? How do they work? What is long-term care? How can it benefit me and my family/children? What does it cover? How much does it cost for nursing home care, assisted living, home heath? Join us to learn about the different types of insurance and annuities, costs, benefits and how to determine if they may be right for you. As healthcare costs continue to increase, learn about long-term care insurance, how it might benefit you and decrease the burden on your family.
Which Investments Are Right For You
How do I know which funds to pick? What is the difference between an equity fund and a fixed income fund? Which ones have more/less risk? What is a target date fund? Is it right for me? If so, which one? We will answer all of these questions and more in this interactive session. Learn how to create a long-term investment strategy built around your goals and objectives.
Protecting Your Wealth - Wills, Beneficiaries & Trusts
You may not know it but everyone has an estate plan. If you didn't create it on your own, the state in which you reside has created it for you. Will the individuals you want to inherit your assets receive them? Will you have to pay taxes or fees? Will someone you didn't want inheriting your assets have a legal claim on them? If you have minor children, why having a trust is important. Join us for an informative discussion that will help you focus on the importance of having an enforceable estate plan YOU created, not your state law.