37 episodes
Capital Conversations Correct Capital Wealth Management
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- Business
Brought to you by the award-winning advisors and Certified Financial Planners of Correct Capital Wealth Management, Capital Conversations is a podcast examining the current state of the market and best practices for investing. Listen in as leading financial advisors discuss how current events are influencing the market and the economy and their take on how to handle the ups and downs in your investment portfolio.
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Understanding Diversification: Strategies for Better Portfolio Management
As the saying goes, you shouldn’t put all your eggs in one basket. You shouldn’t put all of your investments in one place either. Diversification involves spreading your investments across various assets to minimize risk and maximize potential returns. It's a fundamental strategy that can help safeguard any portfolio against market volatility.
In this episode of Capital Conversations, CERTIFIED FINANCIAL PLANNER™ professional Colin Day and portfolio manager Ryan Potts discuss the principles of diversification, its benefits, and explore practical ways to implement it in your investment strategy.
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 businesses, individuals, and families. As a fiduciary wealth management advisory, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.
Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.
Learn more about our areas of expertise, including:
Wealth Management
Financial Advisor
Portfolio Management
401(k) Services
Retirement Planning
401(k) Rollover
Fiduciary Advisor
Financial Planner
Tax Planning
Get in touch or call us at 314-930-4015
Legal Disclaimer: 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. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place. -
What Is Your Financial Advisor Doing With AI?
It seems like professionals in every industry are looking into ways that new AI technology can help improve their businesses. While AI hasn’t turned against humankind yet (as far as we know), it’s still too early to trust it with managing your investments and financial portfolio. But that doesn’t mean your financial advisor can’t use ChatGPT and other AI tools to your benefit.
In this episode of Capital Conversations, CERTIFIED FINANCIAL PLANNER™ professional Colin Day and Accredited Investment Fiduciary (AIF®) John Biedenstein discuss how financial advisors have started using AI to make their offices more productive, which in turn allows them to better serve their clients.
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 businesses, individuals, and families. As a fiduciary wealth management advisory, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.
Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.
Learn more about our areas of expertise, including:
Wealth Management
Financial Advisor
Portfolio Management
401(k) Services
Retirement Planning
401(k) Rollover
Fiduciary Advisor
Financial Planner
Tax Planning
Get in touch or call us at 314-930-4015
Legal Disclaimer: 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. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place. -
Active Vs. Passive Investing: Which One's Right For Me?
Active and passive investment strategies are often seen as opposites, and everyone from experienced investors to those just entering the market likely have an opinion on which is best.
In this episode of Capital Conversations, CERTIFIED FINANCIAL PLANNER™ professional Colin Day and portfolio manager Ryan Potts explore how each approach can fit into the broader spectrum of financial planning, their potential impacts on your portfolio, and how to discern which method aligns best with your financial goals.
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 businesses, individuals, and families. As a fiduciary wealth management advisory, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.
Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.
Learn more about our areas of expertise, including:
Wealth Management
Financial Advisor
Portfolio Management
401(k) Services
Retirement Planning
401(k) Rollover
Fiduciary Advisor
Financial Planner
Tax Planning
Get in touch or call us at 314-930-4015
Legal Disclaimer: 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. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place. -
All About Tax Diversification: How to Pay Less in Taxes in Retirement
The concept of tax diversification might not be the first topic that springs to mind when planning for retirement, but it can have a profound impact on your ability to live out your golden years as you want. While Uncle Sam will (almost) always get a portion of your hard-earned and wisely-invested money, understanding how and when different types of accounts are taxed can help you keep more money for yourself, whether that means going on more vacations, passing more on to the next generation, or opting for the Macallan 30 Year instead of the 18.
In this episode of Capital Conversations, CERTIFIED FINANCIAL PLANNER™ professional Colin Day and portfolio manager Ryan Potts discuss how to best optimize your tax diversification, why you need to do it, the "One Bad Year Rule," and the importance of maintaining flexibility in your retirement funds.
About Correct Capital
Correct Capital is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area businesses, individuals, and families. As a fiduciary wealth management advisory, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.
Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.
Learn more about our areas of expertise, including:
Wealth Management
Financial Advisor
Portfolio Management
401(k) Services
Retirement Planning
401(k) Rollover
Fiduciary Advisor
Financial Planner
Tax Planning
Get in touch or call us at 314-930-4015
Legal Disclaimer: 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. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place. -
How to Use the Bucket System to Manage Your Money
As financial advisors, our goal is to help our clients live a financially healthy and fruitful life through smart financial planning and investment advice. A time-tested strategy many investors use is called the “bucket” system, which, when implemented correctly, guarantees income in the short term while setting your longer term investments up for longer term success.
In this episode of Capital Conversations, CERTIFIED FINANCIAL PLANNER™ professional Colin Day and portfolio manager Ryan Potts talk about how to implement the bucket system in your finances. Whether you're in your 30s, approaching retirement, or anywhere in between, learn how the bucket system is an effective strategy to make your money work effectively over time.
About Correct Capital
Correct Capital is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area businesses, individuals, and families. As a fiduciary wealth management advisory, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.
Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.
Learn more about our areas of expertise, including:
Wealth Management
Financial Advisor
Portfolio Management
401(k) Services
Retirement Planning
401(k) Rollover
Fiduciary Advisor
Financial Planner
Tax Planning
Get in touch or call us at 314-930-4015
Legal Disclaimer: 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. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place. -
SEC Approves Bitcoin ETFs. Should You Invest?
After years of avoiding it, the SEC has recently approved the listing and trading of 11 Bitcoin ETFs. But, are Bitcoin ETFs right for your portfolio? If they are, how much should you invest in them?
In this episode of Capital Conversations, CERTIFIED FINANCIAL PLANNER™ Professional Colin Day and portfolio manager Ryan Potts discuss the evolution of cryptocurrency investments, who the new ETFs may be most suitable for, and the smart, safe ways to include crypto in your portfolio.
About Correct Capital
Correct Capital is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area businesses, individuals, and families. As a fiduciary wealth management advisory, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.
Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.
Learn more about our areas of expertise, including:
Wealth Management
Financial Advisor
Portfolio Management
401(k) Services
Retirement Planning
401(k) Rollover
Fiduciary Advisor
Financial Planner
Tax Planning
Get in touch or call us at 314-930-4015
Legal Disclaimer: 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. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.