Meristead Wealth info@meristead.com https://video.meristead.com en-us Visualplatform http://blogs.law.harvard.edu/tech/rss Meristead Wealth episodic no https://video.meristead.com/files/rv2.1991/sitelogo.gif https://video.meristead.com http://video.meristead.com/making-sense-of-your-equity-1 <p><h1>A Closer Look at Equity Compensation and Financial Planning</h1><h2>Understanding stock-based compensation and key planning considerations</h2><p> <br>In this educational webinar, Ryan Walker, CFP®, CEPA, Senior Wealth Manager, discusses common equity compensation plans and the key features employees should understand. The session is designed to help participants gain a clearer understanding of stock-based compensation and how these benefits can influence broader financial planning decisions.</p><p>&nbsp;</p><p>We cover:&nbsp;</p><ul><li><p>Common types of employee equity compensation and how they are typically structured</p></li><li><p>Key features employees should understand when reviewing their equity benefits</p></li><li><p>How equity compensation may fit into a broader financial picture</p></li></ul><p>&nbsp;</p></p><p><a href="http://video.meristead.com/making-sense-of-your-equity-1"><img src="http://video.meristead.com/64968561/126340808/516e60a2fee65d22b499cf3905a5d882/standard/download-224-thumbnail.jpg" width="600" height="338"/></a></p> http://video.meristead.com/photo/126340808 Wed, 22 Apr 2026 16:36:46 GMT Making Sense of Your Equity Compensation: Financial Planning Considerations A Closer Look at Equity Compensation and Financial PlanningUnderstanding stock-based compensation and key planning considerations In this educational webinar, Ryan Walker, CFP®, CEPA, Senior Wealth Manager, discusses common equity compensation plans and the key features employees should understand. The session is designed to help participants gain a clearer understanding of stock-based compensation and how these benefits can influence broader financial planning decisions.We cover:Common types of employee equity compensation and how they are typically structuredKey features employees should understand when reviewing their equity benefitsHow equity compensation may fit into a broader financial picture A Closer Look at Equity Compensation and Financial PlanningUnderstanding stock-based compensation and key planning considerations In this educational webinar, Ryan Walker, CFP®, CEPA, Senior Wealth Manager, discusses common equity compensation... Meristead Wealth 31:59 <p><h1>A Closer Look at Equity Compensation and Financial Planning</h1><h2>Understanding stock-based compensation and key planning considerations</h2><p> <br>In this educational webinar, Ryan Walker, CFP®, CEPA, Senior Wealth Manager, discusses common equity compensation plans and the key features employees should understand. The session is designed to help participants gain a clearer understanding of stock-based compensation and how these benefits can influence broader financial planning decisions.</p><p>&nbsp;</p><p>We cover:&nbsp;</p><ul><li><p>Common types of employee equity compensation and how they are typically structured</p></li><li><p>Key features employees should understand when reviewing their equity benefits</p></li><li><p>How equity compensation may fit into a broader financial picture</p></li></ul><p>&nbsp;</p></p><p><a href="http://video.meristead.com/making-sense-of-your-equity-1"><img src="http://video.meristead.com/64968561/126340808/516e60a2fee65d22b499cf3905a5d882/standard/download-224-thumbnail.jpg" width="600" height="338"/></a></p> http://video.meristead.com/which-matters-most-to-your-wealth-1 <p><h1>What Actually Drives Long-Term Wealth?</h1><h2>A discussion on investing and financial planning decisions.</h2><p><br>What&nbsp;matters&nbsp;more&nbsp;for&nbsp;long-term&nbsp;wealth - your investments or your financial plan?</p><p>In this on-demand webinar, Chief Investment Officer Austin Root and Senior Wealth Manager Kimberley Threadgill break down how investment decisions and financial planning work together, and why focusing on one without the other can lead to gaps over time.</p><p></p><p>Many investors spend years trying to pick the right stocks, funds, or managers. Other prioritize building a detailed financial plan. This discussion explores how both elements contribute to long-term outcomes, especially during periods of market uncertainty and change.</p><p><strong>In&nbsp;this&nbsp;webinar,&nbsp;you’ll&nbsp;learn:</strong></p><ul><li><p>The&nbsp;difference&nbsp;between&nbsp;investing&nbsp;and&nbsp;financial&nbsp;planning,&nbsp;and&nbsp;why&nbsp;both&nbsp;matter</p></li><li><p>What&nbsp;actually&nbsp;drives&nbsp;long-term&nbsp;portfolio&nbsp;outcomes</p></li><li><p>Where&nbsp;investors&nbsp;often&nbsp;focus&nbsp;too&nbsp;heavily&nbsp;(and&nbsp;what&nbsp;may&nbsp;be overlooked)</p></li><li><p>How&nbsp;to&nbsp;align&nbsp;your&nbsp;investment&nbsp;strategy&nbsp;with&nbsp;your&nbsp;long-term&nbsp;financial&nbsp;goals</p></li><li><p>Why&nbsp;coordination&nbsp;between&nbsp;portfolio&nbsp;construction&nbsp;and&nbsp;financial planning is important over time.</p></li></ul><p></p></p><p><a href="http://video.meristead.com/which-matters-most-to-your-wealth-1"><img src="http://video.meristead.com/64968560/124955823/b12cb6445a01b320707794934488e74e/standard/download-119-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/photo/124955823 Thu, 26 Mar 2026 15:00:41 GMT Which Matters Most to Your Wealth: The Stocks You Own or Your Financial Plan? What Actually Drives Long-Term Wealth?A discussion on investing and financial planning decisions.Whatmattersmoreforlong-termwealth - your investments or your financial plan?In this on-demand webinar, Chief Investment Officer Austin Root and Senior Wealth Manager Kimberley Threadgill break down how investment decisions and financial planning work together, and why focusing on one without the other can lead to gaps over time.Many investors spend years trying to pick the right stocks, funds, or managers. Other prioritize building a detailed financial plan. This discussion explores how both elements contribute to long-term outcomes, especially during periods of market uncertainty and change.Inthiswebinar,you’lllearn:Thedifferencebetweeninvestingandfinancialplanning,andwhybothmatterWhatactuallydriveslong-termportfoliooutcomesWhereinvestorsoftenfocustooheavily(andwhatmaybe overlooked)Howtoalignyourinvestmentstrategywithyourlong-termfinancialgoalsWhycoordinationbetweenportfolioconstructionandfinancial planning is important over time. What Actually Drives Long-Term Wealth?A discussion on investing and financial planning decisions.Whatmattersmoreforlong-termwealth - your investments or your financial plan?In this on-demand webinar, Chief Investment Officer Austin Root and Senior... Meristead Wealth 01:14:51 <p><h1>What Actually Drives Long-Term Wealth?</h1><h2>A discussion on investing and financial planning decisions.</h2><p><br>What&nbsp;matters&nbsp;more&nbsp;for&nbsp;long-term&nbsp;wealth - your investments or your financial plan?</p><p>In this on-demand webinar, Chief Investment Officer Austin Root and Senior Wealth Manager Kimberley Threadgill break down how investment decisions and financial planning work together, and why focusing on one without the other can lead to gaps over time.</p><p></p><p>Many investors spend years trying to pick the right stocks, funds, or managers. Other prioritize building a detailed financial plan. This discussion explores how both elements contribute to long-term outcomes, especially during periods of market uncertainty and change.</p><p><strong>In&nbsp;this&nbsp;webinar,&nbsp;you’ll&nbsp;learn:</strong></p><ul><li><p>The&nbsp;difference&nbsp;between&nbsp;investing&nbsp;and&nbsp;financial&nbsp;planning,&nbsp;and&nbsp;why&nbsp;both&nbsp;matter</p></li><li><p>What&nbsp;actually&nbsp;drives&nbsp;long-term&nbsp;portfolio&nbsp;outcomes</p></li><li><p>Where&nbsp;investors&nbsp;often&nbsp;focus&nbsp;too&nbsp;heavily&nbsp;(and&nbsp;what&nbsp;may&nbsp;be overlooked)</p></li><li><p>How&nbsp;to&nbsp;align&nbsp;your&nbsp;investment&nbsp;strategy&nbsp;with&nbsp;your&nbsp;long-term&nbsp;financial&nbsp;goals</p></li><li><p>Why&nbsp;coordination&nbsp;between&nbsp;portfolio&nbsp;construction&nbsp;and&nbsp;financial planning is important over time.</p></li></ul><p></p></p><p><a href="http://video.meristead.com/which-matters-most-to-your-wealth-1"><img src="http://video.meristead.com/64968560/124955823/b12cb6445a01b320707794934488e74e/standard/download-119-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/the-worst-and-best-alternative <p><h1>What role could alternative investments play in a modern portfolio?</h1><p style="text-align: left;"></p><p style="text-align: left;">In this presentation, <strong>Austin Root, Chief Investment Officer of Stansberry Asset Management</strong>, shares the firm’s current outlook on alternative assets and where investors may find the most compelling opportunities today.</p><p style="text-align: left;"></p><p style="text-align: left;">Austin explains why many investors allocate to alternatives in pursuit of stronger <strong>risk-adjusted returns</strong>, and how the right mix of assets can potentially improve long-term outcomes by reducing correlation and portfolio volatility.</p><p style="text-align: left;"></p><p style="text-align: left;">During the discussion, he also examines several areas of the alternatives market investors may want to approach cautiously right now, including concentrated alternative allocations, interval funds with liquidity constraints, and new venture capital or private equity investments in the current environment.</p><p style="text-align: left;"></p><p style="text-align: left;">Austin then outlines several areas Stansberry Asset Management believes may offer more attractive opportunities today, including:</p><p style="text-align: left;">• <strong>Private credit</strong>, particularly in niche areas of residential real estate lending</p><p style="text-align: left;">• <strong>Gold</strong>, as a portfolio diversifier and potential hedge during periods of market uncertainty</p><p style="text-align: left;">• <strong>Tactical Select</strong>, SAM’s strategy that combines deep fundamental research with quantitative risk management</p><p style="text-align: left;"></p><p style="text-align: left;">Throughout the presentation, Austin emphasizes that alternatives are only one component of a well-constructed portfolio and should be considered alongside an investor’s long-term financial goals and broader wealth strategy.</p><p style="text-align: left;"></p><p style="text-align: left;">If you’d like to learn more about how Stansberry Asset Management approaches portfolio construction and alternative investments, you can request a <strong>complimentary portfolio review</strong> with the SAM team.</p><p style="text-align: left;"></p><p style="text-align: left;">Learn more:</p><p style="text-align: left;"><a target="_blank" rel="noopener noreferrer nofollow" href="https://www.stansberryam.com"><u>https://www.stansberryam.com</u></a></p></p><p><a href="http://video.meristead.com/the-worst-and-best-alternative"><img src="http://video.meristead.com/64968559/124805872/0fc0cfb324b7dc361166bc9fa10953ca/standard/download-276-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/photo/124805872 Mon, 16 Mar 2026 12:33:09 GMT The Worst and Best Alternative Assets to Add to Your Portfolio Today What role could alternative investments play in a modern portfolio?In this presentation, Austin Root, Chief Investment Officer of Stansberry Asset Management, shares the firm’s current outlook on alternative assets and where investors may find the most compelling opportunities today.Austin explains why many investors allocate to alternatives in pursuit of stronger risk-adjusted returns, and how the right mix of assets can potentially improve long-term outcomes by reducing correlation and portfolio volatility.During the discussion, he also examines several areas of the alternatives market investors may want to approach cautiously right now, including concentrated alternative allocations, interval funds with liquidity constraints, and new venture capital or private equity investments in the current environment.Austin then outlines several areas Stansberry Asset Management believes may offer more attractive opportunities today, including:• Private credit, particularly in niche areas of residential real estate lending• Gold, as a portfolio diversifier and potential hedge during periods of market uncertainty• Tactical Select, SAM’s strategy that combines deep fundamental research with quantitative risk managementThroughout the presentation, Austin emphasizes that alternatives are only one component of a well-constructed portfolio and should be considered alongside an investor’s long-term financial goals and broader wealth strategy.If you’d like to learn more about how Stansberry Asset Management approaches portfolio construction and alternative investments, you can request a complimentary portfolio review with the SAM team.Learn more:https://www.stansberryam.com What role could alternative investments play in a modern portfolio?In this presentation, Austin Root, Chief Investment Officer of Stansberry Asset Management, shares the firm’s current outlook on alternative assets and where investors may find the... Meristead Wealth 31:51 <p><h1>What role could alternative investments play in a modern portfolio?</h1><p style="text-align: left;"></p><p style="text-align: left;">In this presentation, <strong>Austin Root, Chief Investment Officer of Stansberry Asset Management</strong>, shares the firm’s current outlook on alternative assets and where investors may find the most compelling opportunities today.</p><p style="text-align: left;"></p><p style="text-align: left;">Austin explains why many investors allocate to alternatives in pursuit of stronger <strong>risk-adjusted returns</strong>, and how the right mix of assets can potentially improve long-term outcomes by reducing correlation and portfolio volatility.</p><p style="text-align: left;"></p><p style="text-align: left;">During the discussion, he also examines several areas of the alternatives market investors may want to approach cautiously right now, including concentrated alternative allocations, interval funds with liquidity constraints, and new venture capital or private equity investments in the current environment.</p><p style="text-align: left;"></p><p style="text-align: left;">Austin then outlines several areas Stansberry Asset Management believes may offer more attractive opportunities today, including:</p><p style="text-align: left;">• <strong>Private credit</strong>, particularly in niche areas of residential real estate lending</p><p style="text-align: left;">• <strong>Gold</strong>, as a portfolio diversifier and potential hedge during periods of market uncertainty</p><p style="text-align: left;">• <strong>Tactical Select</strong>, SAM’s strategy that combines deep fundamental research with quantitative risk management</p><p style="text-align: left;"></p><p style="text-align: left;">Throughout the presentation, Austin emphasizes that alternatives are only one component of a well-constructed portfolio and should be considered alongside an investor’s long-term financial goals and broader wealth strategy.</p><p style="text-align: left;"></p><p style="text-align: left;">If you’d like to learn more about how Stansberry Asset Management approaches portfolio construction and alternative investments, you can request a <strong>complimentary portfolio review</strong> with the SAM team.</p><p style="text-align: left;"></p><p style="text-align: left;">Learn more:</p><p style="text-align: left;"><a target="_blank" rel="noopener noreferrer nofollow" href="https://www.stansberryam.com"><u>https://www.stansberryam.com</u></a></p></p><p><a href="http://video.meristead.com/the-worst-and-best-alternative"><img src="http://video.meristead.com/64968559/124805872/0fc0cfb324b7dc361166bc9fa10953ca/standard/download-276-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/how-we-help-business-owners-turn <p><p>&nbsp;</p><p>Business owners spend years building value inside their companies, yet many never fully connect that value to their personal financial picture. This webinar is designed for owners who want a clearer understanding of how operational decisions, valuation drivers, and exit planning directly impact retirement readiness, liquidity, and long-term wealth.<br><br>In this on-demand-style webinar, our team revisits the key themes from our recent in-person event and expands on the planning considerations business owners often overlook — especially when business and personal finances are treated separately.</p></p><p><a href="http://video.meristead.com/how-we-help-business-owners-turn"><img src="http://video.meristead.com/64968555/123742577/89eb8696040e6911b8b338c10e8b964e/standard/download-100-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/photo/123742577 Thu, 19 Feb 2026 11:03:44 GMT How We Help Business Owners Turn Business Value Into Personal Wealth Business owners spend years building value inside their companies, yet many never fully connect that value to their personal financial picture. This webinar is designed for owners who want a clearer understanding of how operational decisions, valuation drivers, and exit planning directly impact retirement readiness, liquidity, and long-term wealth.In this on-demand-style webinar, our team revisits the key themes from our recent in-person event and expands on the planning considerations business owners often overlook — especially when business and personal finances are treated separately. Business owners spend years building value inside their companies, yet many never fully connect that value to their personal financial picture. This webinar is designed for owners who want a clearer understanding of how operational decisions,... Meristead Wealth 47:54 <p><p>&nbsp;</p><p>Business owners spend years building value inside their companies, yet many never fully connect that value to their personal financial picture. This webinar is designed for owners who want a clearer understanding of how operational decisions, valuation drivers, and exit planning directly impact retirement readiness, liquidity, and long-term wealth.<br><br>In this on-demand-style webinar, our team revisits the key themes from our recent in-person event and expands on the planning considerations business owners often overlook — especially when business and personal finances are treated separately.</p></p><p><a href="http://video.meristead.com/how-we-help-business-owners-turn"><img src="http://video.meristead.com/64968555/123742577/89eb8696040e6911b8b338c10e8b964e/standard/download-100-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/make-the-most-of-2025-essential-4 <p><p></p></p><p><a href="http://video.meristead.com/make-the-most-of-2025-essential-4"><img src="http://video.meristead.com/64968569/118948647/6e26e9468ac1c61e835651c896fd204a/standard/download-17-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/photo/118948647 Wed, 12 Nov 2025 00:00:00 GMT Make the Most of 2025: Essential Year End Opportunities to Consider Meristead Wealth 30:44 <p><p></p></p><p><a href="http://video.meristead.com/make-the-most-of-2025-essential-4"><img src="http://video.meristead.com/64968569/118948647/6e26e9468ac1c61e835651c896fd204a/standard/download-17-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/bondplus-a-different-approach-to-7 <p><p>Bond yields are higher than they’ve been in nearly 16 years, creating new opportunities for investors. With this backdrop, Stansberry Asset Management developed BondPlus, an actively managed fixed income strategy designed to uncover opportunities that passive approaches may overlook.</p><p></p><p>In this webinar, Mario Valente, CFA®, Deputy CIO, walks through how BondPlus works, why today’s market environment makes active management in bonds especially important, and the potential role this strategy can play in a diversified portfolio.</p><p>Whether you’re seeking higher income, more balance, or additional diversification, this session will help you better understand SAM’s latest approach to fixed income.</p><p>Want to learn more?<br>Call Us: 646.854.4370</p></p><p><a href="http://video.meristead.com/bondplus-a-different-approach-to-7"><img src="http://video.meristead.com/64968555/118512639/6a7064b6f357407eebcc44efad98655d/standard/download-13-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/photo/118512639 Thu, 09 Oct 2025 00:00:00 GMT BondPlus: A Different Approach to Fixed Income Bond yields are higher than they’ve been in nearly 16 years, creating new opportunities for investors. With this backdrop, Stansberry Asset Management developed BondPlus, an actively managed fixed income strategy designed to uncover opportunities that passive approaches may overlook.In this webinar, Mario Valente, CFA®, Deputy CIO, walks through how BondPlus works, why today’s market environment makes active management in bonds especially important, and the potential role this strategy can play in a diversified portfolio.Whether you’re seeking higher income, more balance, or additional diversification, this session will help you better understand SAM’s latest approach to fixed income.Want to learn more?Call Us: 646.854.4370 Bond yields are higher than they’ve been in nearly 16 years, creating new opportunities for investors. With this backdrop, Stansberry Asset Management developed BondPlus, an actively managed fixed income strategy designed to uncover opportunities... Meristead Wealth 26:15 <p><p>Bond yields are higher than they’ve been in nearly 16 years, creating new opportunities for investors. With this backdrop, Stansberry Asset Management developed BondPlus, an actively managed fixed income strategy designed to uncover opportunities that passive approaches may overlook.</p><p></p><p>In this webinar, Mario Valente, CFA®, Deputy CIO, walks through how BondPlus works, why today’s market environment makes active management in bonds especially important, and the potential role this strategy can play in a diversified portfolio.</p><p>Whether you’re seeking higher income, more balance, or additional diversification, this session will help you better understand SAM’s latest approach to fixed income.</p><p>Want to learn more?<br>Call Us: 646.854.4370</p></p><p><a href="http://video.meristead.com/bondplus-a-different-approach-to-7"><img src="http://video.meristead.com/64968555/118512639/6a7064b6f357407eebcc44efad98655d/standard/download-13-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/protecting-your-health-and-wealth-7 <p><p>How Do Medicare and Long-Term Care Affect Your Retirement Plan?<br>Health care expenses are often underestimated—and they can add up quickly. Premiums, prescriptions, and long-term care costs are all important to understand as part of your overall retirement plan.</p><p></p><p>In this educational webinar, Chris Gilmor, CFP®, Senior Wealth Manager at Stansberry Asset Management (“SAM”), explains:</p><p>- Medicare Essentials – What Parts A, B, C, and D mean for your coverage and costs<br>- Medigap Explained – How supplemental insurance works, and what it can (and can’t) do<br>- Long-Term Care Planning – Coverage options and the role they can play in protecting both your health and your wealth</p><p>At SAM, we incorporate health care costs into our holistic financial planning so clients feel prepared—not surprised—if the unexpected does occur.</p><p>Watch to gain clarity on Medicare and long-term care, and how thoughtful planning can help you and your family feel more confident about the future.</p></p><p><a href="http://video.meristead.com/protecting-your-health-and-wealth-7"><img src="http://video.meristead.com/64968556/118513439/439163fcbf16e8ebd884aa990d964b0d/standard/download-14-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/photo/118513439 Thu, 18 Sep 2025 00:00:00 GMT Protecting your Health and Wealth- Medicare and Long-Term Care Explained How Do Medicare and Long-Term Care Affect Your Retirement Plan?Health care expenses are often underestimated—and they can add up quickly. Premiums, prescriptions, and long-term care costs are all important to understand as part of your overall retirement plan.In this educational webinar, Chris Gilmor, CFP®, Senior Wealth Manager at Stansberry Asset Management (“SAM”), explains:- Medicare Essentials – What Parts A, B, C, and D mean for your coverage and costs- Medigap Explained – How supplemental insurance works, and what it can (and can’t) do- Long-Term Care Planning – Coverage options and the role they can play in protecting both your health and your wealthAt SAM, we incorporate health care costs into our holistic financial planning so clients feel prepared—not surprised—if the unexpected does occur.Watch to gain clarity on Medicare and long-term care, and how thoughtful planning can help you and your family feel more confident about the future. How Do Medicare and Long-Term Care Affect Your Retirement Plan?Health care expenses are often underestimated—and they can add up quickly. Premiums, prescriptions, and long-term care costs are all important to understand as part of your overall... Meristead Wealth 36:20 <p><p>How Do Medicare and Long-Term Care Affect Your Retirement Plan?<br>Health care expenses are often underestimated—and they can add up quickly. Premiums, prescriptions, and long-term care costs are all important to understand as part of your overall retirement plan.</p><p></p><p>In this educational webinar, Chris Gilmor, CFP®, Senior Wealth Manager at Stansberry Asset Management (“SAM”), explains:</p><p>- Medicare Essentials – What Parts A, B, C, and D mean for your coverage and costs<br>- Medigap Explained – How supplemental insurance works, and what it can (and can’t) do<br>- Long-Term Care Planning – Coverage options and the role they can play in protecting both your health and your wealth</p><p>At SAM, we incorporate health care costs into our holistic financial planning so clients feel prepared—not surprised—if the unexpected does occur.</p><p>Watch to gain clarity on Medicare and long-term care, and how thoughtful planning can help you and your family feel more confident about the future.</p></p><p><a href="http://video.meristead.com/protecting-your-health-and-wealth-7"><img src="http://video.meristead.com/64968556/118513439/439163fcbf16e8ebd884aa990d964b0d/standard/download-14-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/the-one-big-beautiful-bill-key-7 <p><p>How the “One Big Beautiful Bill” (OBBB) Impacts Your Retirement, Income, and Wealth Planning</p><p></p><p>The newly passed One Big Beautiful Bill (OBBB) introduces major changes that could affect retirement planning, income strategies, and wealth preservation. In this timely webinar, Senior Wealth Managers Kimberley Threadgill, CFP®, CDFA®, and Ryan Walker, CFP®, CEPA, walk you through what these updates mean and how to make informed, strategic financial decisions.</p><p>In this webinar, you’ll learn:</p><p>✔ Senior Deduction and Key Updates – Understand the new $6,000 deduction and other important provisions included in the OBBB.</p><p>✔ Planning Across Your Accounts – Align your retirement accounts, investment portfolios, and charitable giving with the latest rules.</p><p>✔ Permanent vs. Temporary Changes – Identify which parts of the OBBB may expire and how that impacts long-term financial planning.<br></p></p><p><a href="http://video.meristead.com/the-one-big-beautiful-bill-key-7"><img src="http://video.meristead.com/64968566/118513562/f3691dadd2cbff9898d54ce1154f022e/standard/download-14-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/photo/118513562 Mon, 18 Aug 2025 00:00:00 GMT The “One Big Beautiful Bill”:​ Key Strategies to Improve Your Wealth and... How the “One Big Beautiful Bill” (OBBB) Impacts Your Retirement, Income, and Wealth PlanningThe newly passed One Big Beautiful Bill (OBBB) introduces major changes that could affect retirement planning, income strategies, and wealth preservation. In this timely webinar, Senior Wealth Managers Kimberley Threadgill, CFP®, CDFA®, and Ryan Walker, CFP®, CEPA, walk you through what these updates mean and how to make informed, strategic financial decisions.In this webinar, you’ll learn:✔ Senior Deduction and Key Updates – Understand the new $6,000 deduction and other important provisions included in the OBBB.✔ Planning Across Your Accounts – Align your retirement accounts, investment portfolios, and charitable giving with the latest rules.✔ Permanent vs. Temporary Changes – Identify which parts of the OBBB may expire and how that impacts long-term financial planning. How the “One Big Beautiful Bill” (OBBB) Impacts Your Retirement, Income, and Wealth PlanningThe newly passed One Big Beautiful Bill (OBBB) introduces major changes that could affect retirement planning, income strategies, and wealth preservation.... Meristead Wealth 53:30 <p><p>How the “One Big Beautiful Bill” (OBBB) Impacts Your Retirement, Income, and Wealth Planning</p><p></p><p>The newly passed One Big Beautiful Bill (OBBB) introduces major changes that could affect retirement planning, income strategies, and wealth preservation. In this timely webinar, Senior Wealth Managers Kimberley Threadgill, CFP®, CDFA®, and Ryan Walker, CFP®, CEPA, walk you through what these updates mean and how to make informed, strategic financial decisions.</p><p>In this webinar, you’ll learn:</p><p>✔ Senior Deduction and Key Updates – Understand the new $6,000 deduction and other important provisions included in the OBBB.</p><p>✔ Planning Across Your Accounts – Align your retirement accounts, investment portfolios, and charitable giving with the latest rules.</p><p>✔ Permanent vs. Temporary Changes – Identify which parts of the OBBB may expire and how that impacts long-term financial planning.<br></p></p><p><a href="http://video.meristead.com/the-one-big-beautiful-bill-key-7"><img src="http://video.meristead.com/64968566/118513562/f3691dadd2cbff9898d54ce1154f022e/standard/download-14-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/the-5-keys-to-building-generational-3 <p><p>Watch Austin Root and Marc Chaikin, Founder of Chaikin Analytics for our upcoming webinar!</p><p></p><p>It’s not a stock pick. It’s not an allocation tweak. And it’s not something most advisors are talking about.</p><p>Instead, it’s a smarter approach to structuring your portfolio—one that could help you build generational wealth.</p><p>Our CIO Austin Root will sit down with Marc Chaikin for a powerful one-on-one conversation to share this unique strategy—and how it can benefit you and your family for decades to come.</p><p>✔ What’s happening in today’s market, and where both risk and opportunity may be hiding</p><p>✔ How sticking to a single investing style can limit your perspective, and how a flexible, crossover approach may reveal new possibilities</p><p>✔ The common missteps that can hold investors back from achieving long-term success and how to avoid them</p><p></p></p><p><a href="http://video.meristead.com/the-5-keys-to-building-generational-3"><img src="http://video.meristead.com/64968559/118950544/2c0a7ebd9e86b26f69c2d784222ace77/standard/download-23-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/photo/118950544 Wed, 13 Aug 2025 00:00:00 GMT The 5 Keys to Building Generational Wealth - And What Most Investors Get Wrong Watch Austin Root and Marc Chaikin, Founder of Chaikin Analytics for our upcoming webinar!It’s not a stock pick. It’s not an allocation tweak. And it’s not something most advisors are talking about.Instead, it’s a smarter approach to structuring your portfolio—one that could help you build generational wealth.Our CIO Austin Root will sit down with Marc Chaikin for a powerful one-on-one conversation to share this unique strategy—and how it can benefit you and your family for decades to come.✔ What’s happening in today’s market, and where both risk and opportunity may be hiding✔ How sticking to a single investing style can limit your perspective, and how a flexible, crossover approach may reveal new possibilities✔ The common missteps that can hold investors back from achieving long-term success and how to avoid them Watch Austin Root and Marc Chaikin, Founder of Chaikin Analytics for our upcoming webinar!It’s not a stock pick. It’s not an allocation tweak. And it’s not something most advisors are talking about.Instead, it’s a smarter approach to structuring... Meristead Wealth 01:05:46 <p><p>Watch Austin Root and Marc Chaikin, Founder of Chaikin Analytics for our upcoming webinar!</p><p></p><p>It’s not a stock pick. It’s not an allocation tweak. And it’s not something most advisors are talking about.</p><p>Instead, it’s a smarter approach to structuring your portfolio—one that could help you build generational wealth.</p><p>Our CIO Austin Root will sit down with Marc Chaikin for a powerful one-on-one conversation to share this unique strategy—and how it can benefit you and your family for decades to come.</p><p>✔ What’s happening in today’s market, and where both risk and opportunity may be hiding</p><p>✔ How sticking to a single investing style can limit your perspective, and how a flexible, crossover approach may reveal new possibilities</p><p>✔ The common missteps that can hold investors back from achieving long-term success and how to avoid them</p><p></p></p><p><a href="http://video.meristead.com/the-5-keys-to-building-generational-3"><img src="http://video.meristead.com/64968559/118950544/2c0a7ebd9e86b26f69c2d784222ace77/standard/download-23-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/living-your-best-retirement-life-9 <p><p>Retirement is more than a financial milestone—it’s the beginning of a new chapter. Whether you're approaching retirement or already in it, this webinar will help you take a more holistic view of what it means to retire with both confidence and purpose.</p><p></p><p>Led by Ryan Walker, CFP®, CEPA, Senior Wealth Manager, this session covers:</p><p>✔ How to evaluate whether you’ve saved enough—and use cash flow planning to create sustainable income<br>✔ What will give you purpose, connection, and joy in this next phase of life<br>✔ How to build structure into your weeks—while keeping your freedom</p><p>If you’re ready to align your wealth, time, and values, this conversation offers insight into making the most of retirement—on your terms.</p><p>Learn more at www.stansberryam.com</p><p>Questions? Contact us at (646) 854-4370&nbsp;</p></p><p><a href="http://video.meristead.com/living-your-best-retirement-life-9"><img src="http://video.meristead.com/64968568/118513612/4f1a240ab58e1f5e78ea9074127c0101/standard/download-14-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/photo/118513612 Mon, 28 Jul 2025 00:00:00 GMT Living Your Best Retirement Life: The Planning Essentials You Need Retirement is more than a financial milestone—it’s the beginning of a new chapter. Whether you're approaching retirement or already in it, this webinar will help you take a more holistic view of what it means to retire with both confidence and purpose.Led by Ryan Walker, CFP®, CEPA, Senior Wealth Manager, this session covers:✔ How to evaluate whether you’ve saved enough—and use cash flow planning to create sustainable income✔ What will give you purpose, connection, and joy in this next phase of life✔ How to build structure into your weeks—while keeping your freedomIf you’re ready to align your wealth, time, and values, this conversation offers insight into making the most of retirement—on your terms.Learn more at www.stansberryam.comQuestions? Contact us at (646) 854-4370 Retirement is more than a financial milestone—it’s the beginning of a new chapter. Whether you're approaching retirement or already in it, this webinar will help you take a more holistic view of what it means to retire with both confidence and... Meristead Wealth 32:02 <p><p>Retirement is more than a financial milestone—it’s the beginning of a new chapter. Whether you're approaching retirement or already in it, this webinar will help you take a more holistic view of what it means to retire with both confidence and purpose.</p><p></p><p>Led by Ryan Walker, CFP®, CEPA, Senior Wealth Manager, this session covers:</p><p>✔ How to evaluate whether you’ve saved enough—and use cash flow planning to create sustainable income<br>✔ What will give you purpose, connection, and joy in this next phase of life<br>✔ How to build structure into your weeks—while keeping your freedom</p><p>If you’re ready to align your wealth, time, and values, this conversation offers insight into making the most of retirement—on your terms.</p><p>Learn more at www.stansberryam.com</p><p>Questions? Contact us at (646) 854-4370&nbsp;</p></p><p><a href="http://video.meristead.com/living-your-best-retirement-life-9"><img src="http://video.meristead.com/64968568/118513612/4f1a240ab58e1f5e78ea9074127c0101/standard/download-14-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/timing-your-social-security-10 <p><p>When should you start claiming Social Security? The answer isn’t the same for everyone—and making the wrong decision could cost you thousands in lifetime benefits.</p><p></p><p>In this educational webinar, SAM Senior Wealth Manager Kimberley Threadgill, CFP®, CDFA®, breaks down what retirees need to know about Social Security timing strategies, potential tax impacts, Medicare considerations, and how to align your benefits with your broader retirement plan.</p><p>In this webinar, you’ll learn:</p><p>✔️ How to time your Social Security benefits for maximum value<br>✔️ Income-related Medicare premiums and how they’re calculated<br>✔️ Key planning strategies for couples, widows, and high-net-worth individuals<br>✔️ How working with a financial advisor can help you avoid costly mistakes</p><p>If you’re nearing retirement this webinar provides the tools to make smarter, more informed decisions.</p></p><p><a href="http://video.meristead.com/timing-your-social-security-10"><img src="http://video.meristead.com/64968577/118514217/4cf8669b6e782b7ce536f1e3e450de98/standard/download-13-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/photo/118514217 Fri, 20 Jun 2025 00:00:00 GMT Timing your Social Security Benefits: What Smart Retirees Do Differently When should you start claiming Social Security? The answer isn’t the same for everyone—and making the wrong decision could cost you thousands in lifetime benefits.In this educational webinar, SAM Senior Wealth Manager Kimberley Threadgill, CFP®, CDFA®, breaks down what retirees need to know about Social Security timing strategies, potential tax impacts, Medicare considerations, and how to align your benefits with your broader retirement plan.In this webinar, you’ll learn:✔️ How to time your Social Security benefits for maximum value✔️ Income-related Medicare premiums and how they’re calculated✔️ Key planning strategies for couples, widows, and high-net-worth individuals✔️ How working with a financial advisor can help you avoid costly mistakesIf you’re nearing retirement this webinar provides the tools to make smarter, more informed decisions. When should you start claiming Social Security? The answer isn’t the same for everyone—and making the wrong decision could cost you thousands in lifetime benefits.In this educational webinar, SAM Senior Wealth Manager Kimberley Threadgill, CFP®,... Meristead Wealth 34:17 <p><p>When should you start claiming Social Security? The answer isn’t the same for everyone—and making the wrong decision could cost you thousands in lifetime benefits.</p><p></p><p>In this educational webinar, SAM Senior Wealth Manager Kimberley Threadgill, CFP®, CDFA®, breaks down what retirees need to know about Social Security timing strategies, potential tax impacts, Medicare considerations, and how to align your benefits with your broader retirement plan.</p><p>In this webinar, you’ll learn:</p><p>✔️ How to time your Social Security benefits for maximum value<br>✔️ Income-related Medicare premiums and how they’re calculated<br>✔️ Key planning strategies for couples, widows, and high-net-worth individuals<br>✔️ How working with a financial advisor can help you avoid costly mistakes</p><p>If you’re nearing retirement this webinar provides the tools to make smarter, more informed decisions.</p></p><p><a href="http://video.meristead.com/timing-your-social-security-10"><img src="http://video.meristead.com/64968577/118514217/4cf8669b6e782b7ce536f1e3e450de98/standard/download-13-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/green-thumb-investing-a-new-way-to-2 <p><p>Spring is a natural time to step back and reevaluate—and that includes your investment strategy.</p><p></p><p>Join Austin Root, Chief Investment Officer, and Deputy CIO, Mario Valente for a discussion on what today’s market conditions mean for investors. For decades, the 60/40 portfolio was considered the gold standard in investing. But that was a different era. Markets have changed. Risks have evolved. And it’s time your investment strategy did, too.</p><p>If your portfolio hasn’t had a fresh look in a while, consider this your spring-cleaning opportunity. Join us as we cover:<br>✔ Rethinking the 60/40 Portfolio – Why the traditional model may fall short in today’s markets—and how our firm is taking a different approach.<br>✔ Income, Stability, and Opportunity – A look at our newly launched strategy focused on generating income, reducing volatility, and uncovering overlooked areas in fixed income.<br>✔ Built for What’s Ahead – How active management and thoughtful positioning can help navigate today’s evolving market landscape.</p><p>This webinar will provide actionable strategies to help you navigate these important conversations and ensure your family is ready for whatever life may bring.</p><p>Want to learn more? Schedule a Call: 646.854.4370<br></p></p><p><a href="http://video.meristead.com/green-thumb-investing-a-new-way-to-2"><img src="http://video.meristead.com/64968577/118514307/affd22df11a347cc97de59878f70fd44/standard/download-15-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/photo/118514307 Mon, 02 Jun 2025 00:00:00 GMT Green Thumb Investing: A New Way to Grow Your Wealth with SAM Spring is a natural time to step back and reevaluate—and that includes your investment strategy.Join Austin Root, Chief Investment Officer, and Deputy CIO, Mario Valente for a discussion on what today’s market conditions mean for investors. For decades, the 60/40 portfolio was considered the gold standard in investing. But that was a different era. Markets have changed. Risks have evolved. And it’s time your investment strategy did, too.If your portfolio hasn’t had a fresh look in a while, consider this your spring-cleaning opportunity. Join us as we cover:✔ Rethinking the 60/40 Portfolio – Why the traditional model may fall short in today’s markets—and how our firm is taking a different approach.✔ Income, Stability, and Opportunity – A look at our newly launched strategy focused on generating income, reducing volatility, and uncovering overlooked areas in fixed income.✔ Built for What’s Ahead – How active management and thoughtful positioning can help navigate today’s evolving market landscape.This webinar will provide actionable strategies to help you navigate these important conversations and ensure your family is ready for whatever life may bring.Want to learn more? Schedule a Call: 646.854.4370 Spring is a natural time to step back and reevaluate—and that includes your investment strategy.Join Austin Root, Chief Investment Officer, and Deputy CIO, Mario Valente for a discussion on what today’s market conditions mean for investors. For... Meristead Wealth 01:11:40 <p><p>Spring is a natural time to step back and reevaluate—and that includes your investment strategy.</p><p></p><p>Join Austin Root, Chief Investment Officer, and Deputy CIO, Mario Valente for a discussion on what today’s market conditions mean for investors. For decades, the 60/40 portfolio was considered the gold standard in investing. But that was a different era. Markets have changed. Risks have evolved. And it’s time your investment strategy did, too.</p><p>If your portfolio hasn’t had a fresh look in a while, consider this your spring-cleaning opportunity. Join us as we cover:<br>✔ Rethinking the 60/40 Portfolio – Why the traditional model may fall short in today’s markets—and how our firm is taking a different approach.<br>✔ Income, Stability, and Opportunity – A look at our newly launched strategy focused on generating income, reducing volatility, and uncovering overlooked areas in fixed income.<br>✔ Built for What’s Ahead – How active management and thoughtful positioning can help navigate today’s evolving market landscape.</p><p>This webinar will provide actionable strategies to help you navigate these important conversations and ensure your family is ready for whatever life may bring.</p><p>Want to learn more? Schedule a Call: 646.854.4370<br></p></p><p><a href="http://video.meristead.com/green-thumb-investing-a-new-way-to-2"><img src="http://video.meristead.com/64968577/118514307/affd22df11a347cc97de59878f70fd44/standard/download-15-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/from-business-success-to-family <p><p>Watch Ryan Walker, Senior Wealth Manager and Will Dudley, Affiliate Partner at Crescent Wealth, as they discuss how to:</p><p></p><p>✔&nbsp;Maximize Your Legacy – Learn estate planning strategies that could minimize taxes and ensure a smooth wealth transfer</p><p>✔ Optimize Your Retirement Strategy – Explore IRA distribution options, Roth conversions, and tax-efficient wealth planning.</p><p>✔&nbsp;Protect &amp; Grow Your Business – Uncover executive benefit strategies and buy-sell agreements to retain talent and mitigate risks.</p><p>✔ Life Insurance as a Financial Tool – Learn how Long-Term Care riders, key man policies, and business-owned life insurance can protect your wealth.</p></p><p><a href="http://video.meristead.com/from-business-success-to-family"><img src="http://video.meristead.com/64968559/118953568/c1761f64801d6036ef59db0b0b5c0ce5/standard/download-14-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/photo/118953568 Mon, 21 Apr 2025 00:00:00 GMT From Business Success to Family Security: Insurance Planning with Purpose Watch Ryan Walker, Senior Wealth Manager and Will Dudley, Affiliate Partner at Crescent Wealth, as they discuss how to:✔Maximize Your Legacy – Learn estate planning strategies that could minimize taxes and ensure a smooth wealth transfer✔ Optimize Your Retirement Strategy – Explore IRA distribution options, Roth conversions, and tax-efficient wealth planning.✔Protect Grow Your Business – Uncover executive benefit strategies and buy-sell agreements to retain talent and mitigate risks.✔ Life Insurance as a Financial Tool – Learn how Long-Term Care riders, key man policies, and business-owned life insurance can protect your wealth. Watch Ryan Walker, Senior Wealth Manager and Will Dudley, Affiliate Partner at Crescent Wealth, as they discuss how to:✔Maximize Your Legacy – Learn estate planning strategies that could minimize taxes and ensure a smooth wealth transfer✔... Meristead Wealth 55:40 <p><p>Watch Ryan Walker, Senior Wealth Manager and Will Dudley, Affiliate Partner at Crescent Wealth, as they discuss how to:</p><p></p><p>✔&nbsp;Maximize Your Legacy – Learn estate planning strategies that could minimize taxes and ensure a smooth wealth transfer</p><p>✔ Optimize Your Retirement Strategy – Explore IRA distribution options, Roth conversions, and tax-efficient wealth planning.</p><p>✔&nbsp;Protect &amp; Grow Your Business – Uncover executive benefit strategies and buy-sell agreements to retain talent and mitigate risks.</p><p>✔ Life Insurance as a Financial Tool – Learn how Long-Term Care riders, key man policies, and business-owned life insurance can protect your wealth.</p></p><p><a href="http://video.meristead.com/from-business-success-to-family"><img src="http://video.meristead.com/64968559/118953568/c1761f64801d6036ef59db0b0b5c0ce5/standard/download-14-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/gold-and-inheritance-what-you-6 <p><p>Gold prices are making headlines, but owning gold is just the first step. Do you know the best ways to store, sell, and pass it on?</p><p></p><p>Join Stansberry Asset Management and Asset Strategies International as we explore:<br>- The current gold market<br>- How to properly store, sell, and move gold<br>- The best ways to pass gold on to the next generation<br>- How SAM incorporates gold into its investment strategies</p><p>This webinar will provide actionable strategies to help you navigate these important conversations and ensure your family is ready for whatever life may bring.</p><p>Want to learn more? Schedule a Call: 646.854.4370<br></p></p><p><a href="http://video.meristead.com/gold-and-inheritance-what-you-6"><img src="http://video.meristead.com/64968556/118726116/2bb6b53470d7d5a4062349a46f3f9eff/standard/download-13-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/photo/118726116 Mon, 31 Mar 2025 00:00:00 GMT Gold and Inheritance: What You Should Know Gold prices are making headlines, but owning gold is just the first step. Do you know the best ways to store, sell, and pass it on?Join Stansberry Asset Management and Asset Strategies International as we explore:- The current gold market- How to properly store, sell, and move gold- The best ways to pass gold on to the next generation- How SAM incorporates gold into its investment strategiesThis webinar will provide actionable strategies to help you navigate these important conversations and ensure your family is ready for whatever life may bring.Want to learn more? Schedule a Call: 646.854.4370 Gold prices are making headlines, but owning gold is just the first step. Do you know the best ways to store, sell, and pass it on?Join Stansberry Asset Management and Asset Strategies International as we explore:- The current gold market- How to... Meristead Wealth 49:55 <p><p>Gold prices are making headlines, but owning gold is just the first step. Do you know the best ways to store, sell, and pass it on?</p><p></p><p>Join Stansberry Asset Management and Asset Strategies International as we explore:<br>- The current gold market<br>- How to properly store, sell, and move gold<br>- The best ways to pass gold on to the next generation<br>- How SAM incorporates gold into its investment strategies</p><p>This webinar will provide actionable strategies to help you navigate these important conversations and ensure your family is ready for whatever life may bring.</p><p>Want to learn more? Schedule a Call: 646.854.4370<br></p></p><p><a href="http://video.meristead.com/gold-and-inheritance-what-you-6"><img src="http://video.meristead.com/64968556/118726116/2bb6b53470d7d5a4062349a46f3f9eff/standard/download-13-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/sams-investment-outlook-for-2025-3 <p><p>Markets are evolving, and with uncertainty on the horizon, informed investors are seeking strategic insights for the year ahead. Join Austin Root, Chief Investment Officer at Stansberry Asset Management, along with our investment team, as they analyze the key trends shaping 2025. In this session, we break down the forces driving the markets, explore risks and opportunities, and share how we’re positioning portfolios to help investors stay ahead.</p><p></p><p>#finance #webinar #marketinsights #portfoliomanagement</p></p><p><a href="http://video.meristead.com/sams-investment-outlook-for-2025-3"><img src="http://video.meristead.com/64968555/118727359/fc8c3bed8f4d686941770fe01c5aef07/standard/download-13-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/photo/118727359 Fri, 07 Mar 2025 00:00:00 GMT SAM's Investment Outlook for 2025 Markets are evolving, and with uncertainty on the horizon, informed investors are seeking strategic insights for the year ahead. Join Austin Root, Chief Investment Officer at Stansberry Asset Management, along with our investment team, as they analyze the key trends shaping 2025. In this session, we break down the forces driving the markets, explore risks and opportunities, and share how we’re positioning portfolios to help investors stay ahead.#finance #webinar #marketinsights #portfoliomanagement Markets are evolving, and with uncertainty on the horizon, informed investors are seeking strategic insights for the year ahead. Join Austin Root, Chief Investment Officer at Stansberry Asset Management, along with our investment team, as they... Meristead Wealth 01:26:01 <p><p>Markets are evolving, and with uncertainty on the horizon, informed investors are seeking strategic insights for the year ahead. Join Austin Root, Chief Investment Officer at Stansberry Asset Management, along with our investment team, as they analyze the key trends shaping 2025. In this session, we break down the forces driving the markets, explore risks and opportunities, and share how we’re positioning portfolios to help investors stay ahead.</p><p></p><p>#finance #webinar #marketinsights #portfoliomanagement</p></p><p><a href="http://video.meristead.com/sams-investment-outlook-for-2025-3"><img src="http://video.meristead.com/64968555/118727359/fc8c3bed8f4d686941770fe01c5aef07/standard/download-13-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/preparing-for-lifes-what-ifs-a-2 <p><p>Life is full of uncertainties. If something unexpected happened, would your loved ones know where to turn? Would they have access to essential financial documents, understand your plans, and know who to contact for guidance?<br>At Stansberry Asset Management (SAM), we believe that proactive planning today can provide clarity and peace of mind for the future. That’s why we created the&nbsp;SAM Family Resource Binder—a secure and organized way to ensure your family has everything they need when it matters most.</p><p></p><p>Watch this webinar to learn more about how to prepare your family for life’s uncertainties and ensure they have the financial guidance they need when it matters most.</p></p><p><a href="http://video.meristead.com/preparing-for-lifes-what-ifs-a-2"><img src="http://video.meristead.com/64968577/118957030/81af4d1b47317741e319b9ed71598b74/standard/download-24-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/photo/118957030 Thu, 23 Jan 2025 00:00:00 GMT Preparing For Life's What Ifs: A Family Financial Conversation Life is full of uncertainties. If something unexpected happened, would your loved ones know where to turn? Would they have access to essential financial documents, understand your plans, and know who to contact for guidance?At Stansberry Asset Management (SAM), we believe that proactive planning today can provide clarity and peace of mind for the future. That’s why we created theSAM Family Resource Binder—a secure and organized way to ensure your family has everything they need when it matters most.Watch this webinar to learn more about how to prepare your family for life’s uncertainties and ensure they have the financial guidance they need when it matters most. Life is full of uncertainties. If something unexpected happened, would your loved ones know where to turn? Would they have access to essential financial documents, understand your plans, and know who to contact for guidance?At Stansberry Asset... Meristead Wealth 28:38 <p><p>Life is full of uncertainties. If something unexpected happened, would your loved ones know where to turn? Would they have access to essential financial documents, understand your plans, and know who to contact for guidance?<br>At Stansberry Asset Management (SAM), we believe that proactive planning today can provide clarity and peace of mind for the future. That’s why we created the&nbsp;SAM Family Resource Binder—a secure and organized way to ensure your family has everything they need when it matters most.</p><p></p><p>Watch this webinar to learn more about how to prepare your family for life’s uncertainties and ensure they have the financial guidance they need when it matters most.</p></p><p><a href="http://video.meristead.com/preparing-for-lifes-what-ifs-a-2"><img src="http://video.meristead.com/64968577/118957030/81af4d1b47317741e319b9ed71598b74/standard/download-24-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/charitable-giving-combining-purpose-1 <p><p>Learn thoughtful strategies for charitable giving with Chris Gilmor, CFP®. This webinar explores ways to support the causes you care about while aligning your contributions with your overall financial goals.</p></p><p><a href="http://video.meristead.com/charitable-giving-combining-purpose-1"><img src="http://video.meristead.com/64968556/118958969/e59b5afd582e43f5e9d3af4971847401/standard/download-25-thumbnail.jpg" width="75" height=""/></a></p> http://video.meristead.com/photo/118958969 Thu, 05 Dec 2024 00:00:00 GMT Charitable Giving: Combining Purpose with Potential Tax Benefits Learn thoughtful strategies for charitable giving with Chris Gilmor, CFP®. This webinar explores ways to support the causes you care about while aligning your contributions with your overall financial goals. Learn thoughtful strategies for charitable giving with Chris Gilmor, CFP®. This webinar explores ways to support the causes you care about while aligning your contributions with your overall financial goals. Meristead Wealth 30:36 <p><p>Learn thoughtful strategies for charitable giving with Chris Gilmor, CFP®. This webinar explores ways to support the causes you care about while aligning your contributions with your overall financial goals.</p></p><p><a href="http://video.meristead.com/charitable-giving-combining-purpose-1"><img src="http://video.meristead.com/64968556/118958969/e59b5afd582e43f5e9d3af4971847401/standard/download-25-thumbnail.jpg" width="75" height=""/></a></p>