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.
4 Questions Your Financial Planner Should Ask You
On this episode of The Vault with The Wealth Guardians, Garrett Ray and Brice Payne ...discuss four important questions your financial planner should be asking you. From understanding your goals and priorities to learning more about your current financial picture, these conversations can help lay the groundwork for a retirement strategy built around you.
Garrett and Brice explain why these questions matter, what your answers can reveal, and how a productive first meeting should go beyond simply talking about investments.
If you're preparing to meet with a financial professional, this episode can help you know what to expect and what a meaningful planning conversation should look like.
_____________________
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
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
www.thewealthguardians.com
336-391-3409
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.
October 17, 2026 - Retirement Planning Through a New Lens with Kristin Johnson
In this episode of The Wealth Guardians Radio Show, Brice welcomes Kristin Johnson, a Triad local, keynote speaker, ...author, and longtime friend of The Wealth Guardians. With Garrett and Doug out this week, Kristin joins Brice to discuss her new book, I'm Available, and how its ideas can apply to retirement planning.
Listen in for a conversation that connects Kristin’s perspective as an author and speaker with the decisions people face as they prepare for retirement.
Learn more about Kristin: https://KristinJohnsonSpeaks.com
_____________________
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
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
www.thewealthguardians.com
336-391-3409
