Educational Financial Video Series - The Wealth Guardians

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.

401(k) Catch-Up Changes You Need to Know

In 2026, important changes are coming to 401(k) catch-up contributions, especially for certain higher-income earners. On this episode of The Vault with The Wealth Guardians, Garrett breaks down the updated ...contribution limits, the new Roth requirement for some catch-up contributions, and what these changes could mean for your retirement savings strategy.

If you are approaching retirement and making catch-up contributions, this is one change you will want to understand before the new rules take effect.

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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

In 2026, important changes are coming to 401(k) catch-up ...

End of Summer Financial Checkup – Reviewing Your Progress and Priorities

Is your financial plan still on track as summer comes to a close? On ...

Are you aware of the 11 sectors of the economy? On this episode of The ...

Why do recessions seem to happen less often than they once did? On ...

2026 Backdoor Roth: Who It's For and How It Works

Do you want to make a contribution to your Roth but your CPA says you ...

Per Stirpes or Pro Rata? A Beneficiary Decision That Matters

Have you reviewed your beneficiary designations lately? On this ...

Doubling Your Money: What the Rule of 72 Can Tell You

Trying to double your money and want to know how long it will take you ...

Tax Bracket vs. Effective Tax Rate: What’s the Difference?

Do you know what your income tax bracket is compared to your effective ...

If you are 50 years old, tired of your job, and wondering whether ...

Should that $7k contribution you're about to make for this tax year go ...

Retirement Reset: What to Keep and What to Let Go

Are you retiring soon? On this episode of The Vault with The Wealth ...

How Delayed Retirement Credits Can Impact Your Social Security Benefits

Request a copy of the whitepaper mentioned in this episode by emailing ...

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.

August 22, 2026 - How Well Do You Know Your Retirement Plan?

Do you know the most important details of your retirement plan—or are there some questions you simply can’t answer?

On this episode of The Wealth Guardians Radio Show, Doug and Brice ...discuss some of the key things you should understand about your financial retirement plan. From knowing how your income strategy works to understanding your investments, risk, taxes, and other important components, they explore why being unclear about certain parts of your plan could be a warning sign.

Doug and Brice also explain why retirement planning is about more than simply having money saved. Knowing how the different pieces of your plan work together can help you identify potential gaps before they become bigger problems.

#retirement #clemmonsnc #greensboronc #winstonsalemnc #charlottenc #triadnc
_____________________
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