The Vault with The Wealth Guardians
The Vault with the Wealth Guardians is a video series that takes a deep dive into all things retirement planning. Videos from the series can be played below.
How Delayed Retirement Credits Can Impact Your Social Security Benefits
What are delayed retirement credits, and how could they impact your Social Security claiming decision? On this episode ...of The Vault with The Wealth Guardians Doug and Brice talk about Delayed Retirement Credits (DRC) and what that might mean to you when you decide to file for Social Security benefits. #socialsecurity #retirement #clemmonsnc #greensboronc #winstonsalemnc #charlottenc #triadnc
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Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through The Wealth Guardians, and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and The Wealth Guardians are separate and independent entities. This is for informational purposes only and is not intended as legal, tax or investment advice or a recommendation of any particular security, investment product or investment strategy.
The Wealth Guardians
http://www.thewealthguardians.com/
336-391-3409Show More
Request a copy of the whitepaper mentioned in this episode by emailing ...
Will you get a tax refund this year and will it be higher? On this ...
Does the idea of creating a budget for yourself for the first time, ...
Michael and Susan Dell have announced a $6.25 billion charitable gift ...
Are you ready to sign up for Medicare and still a little bit confused ...
It’s trivia time! How good is your knowledge of Social Security? On ...
Recent tax legislation has provided some relief for seniors as it ...
"Rollover... no wait, I'd like to do a transfer. Uh, can I get a ...
Recently, President Trump signed a new executive order allowing for ...
'Trump Accounts', 529s, Roth accounts. Should you invest in one of ...
Long-term care insurance can be an important cornerstone to a complete ...
Having a solid estate plan is a critical step in planning for your ...
The Wealth Guardians Radio Show
Tune in as Doug, Brice, and Garrett share their thoughts on the economy and overall financial landscape and how it relates to planning for your secure and enjoyable life in retirement. Catch our latest show below or listen live on Saturday at 9:30AM on WPTI 94.5FM or on Sunday at 8:30AM on WTOB 96.7FM in the Triad.
April 18, 2026 - Budgeting and 401(k) Choices Before Retirement
In this two-segment radio show, Doug and Brice discuss two important topics for soon-to-be retirees. In Segment ...1, they explain why creating a detailed retirement budget is such a critical part of the planning process. After all, it is difficult to build a complete financial plan if you do not know what you expect your spending to look like in retirement.
In Segment 2, they take a closer look at 401(k) plans that offer both Traditional and Roth contribution options. For someone around age 55, which approach makes the most sense? Is there a clear best answer, or does it depend on your situation?
Tune in as Doug and Brice break down these key retirement planning questions and share practical insight to help you think more clearly about your next steps.
#RetirementPlanning #401k #Roth401k #Traditional401k #RetirementBudget #FinancialPlanning #TheWealthGuardians
_____________________
Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through The Wealth Guardians, and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and The Wealth Guardians are separate and independent entities. This is for informational purposes only and is not intended as legal, tax or investment advice or a recommendation of any particular security, investment product or investment strategy.
The Wealth Guardians
http://www.thewealthguardians.com/
336-391-3409Show More
Are you close to retirement and wondering how to make smarter ...
On this edition of the Wealth Guardians Radio Show, Garrett Ray and ...
Retirement brings with it lots of potentially confusing decisions. And ...
On this episode of The Wealth Guardians with Doug Ray, Doug and Brice ...
On this edition of the Wealth Guardians Radio Show, Doug Ray and Brice ...
On this edition of The Wealth Guardians with Doug Ray, Garrett Ray and ...
On this edition of the Wealth Guardians Radio Show, Garrett Ray and ...
On this edition of the Wealth Guardians Radio Show, Garrett Ray and ...
On this edition of the Wealth Guardians Radio Show, Doug Ray and Brice ...
On this edition of the Wealth Guardians Radio Show, Garrett Ray and ...
On this edition of the Wealth Guardians Radio Show, Doug Ray and Brice ...
On this edition of the Wealth Guardians Radio Show, Doug Ray and Brice ...
