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.

Budgeting From Scratch: A No-Stress Guide for First-Timers

Does the idea of creating a budget for yourself for the first time, from scratch terrify you? On this episode of The Vault with The Wealth Guardians Brice Payne helps ...you tackle how to create a household budget when you've never done it before in easy to understand steps. #Budgeting #financialplanning #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

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 ...

Think You Know Social Security? Take the Quiz!

It’s trivia time! How good is your knowledge of Social Security? On ...

Do You Qualify for the $6K Senior Social Security Deduction?

Recent tax legislation has provided some relief for seniors as it ...

Most Investors Miss These Key Retirement Terms—Do You?

"Rollover... no wait, I'd like to do a transfer. Uh, can I get a ...

New Alternative Investments in the 401k Market

Recently, President Trump signed a new executive order allowing for ...

Comparing 'Trump Accounts' to 529s and Roths

'Trump Accounts', 529s, Roth accounts. Should you invest in one of ...

The Importance of Long-Term Care Insurance for Today's Retiree

Long-term care insurance can be an important cornerstone to a complete ...

Elder Law and Estate Planning with Dennis Toman

Having a solid estate plan is a critical step in planning for your ...

Tax Implications of the 'Big Beautiful Bill'

Did the 'Big Beautiful Bill' just improve your tax situation for 2025? ...

Backdoor Roth Contribution Loophole Explained

Does Uncle Sam say you can't contribute to a Roth account because 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.

February 28, 2026 - How Better Questions Lead to Better Retirement Plans

On this edition of The Wealth Guardians with Doug Ray, Garrett Ray and Brice Payne discuss several common questions they receive from retirees as they start planning for retirement. Oftentimes ...those questions are overly simplistic and/or poorly phrased. The guys re-frame common questions so that they can address major concerns of retirees in a more impactful way. #retirement #clemmonsnc #greensboronc #winstonsalemnc #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