https://video.meristead.com/videos 2026-10-01 https://video.meristead.com/who-is-meristead-wealth 2026-09-09 https://video.meristead.com/v.ihtml/player.html?photo_id=131377162 https://video.meristead.com/64968566/131377162/3333c004b0c86162cbee95a4cf015766/video_medium/who-is-meristead-wealth-video.mp4 https://video.meristead.com/64968566/131377162/3333c004b0c86162cbee95a4cf015766/small/who-is-meristead-wealth-thumbnail.jpg Who is Meristead Wealth? At Meristead Wealth, we believe investment management and financial planning work best when they work together. In this video, CIO Austin Root introduces our approach to wealth management and how our investment and wealth management teams work together to help clients pursue what matters most to them.From active, in-house investment management to comprehensive financial planning, discover how Meristead brings both sides of your financial life together under one team. 2026-09-08T10:46:52+00:00 yes 124 Videos https://video.meristead.com/the-hunt-for-asymmetry 2026-07-17 https://video.meristead.com/v.ihtml/player.html?photo_id=129737429 https://video.meristead.com/64968555/129737429/1ef195befe2a2aa338749ffcfc3d8276/video_medium/the-hunt-for-asymmetry-video.mp4 https://video.meristead.com/64968555/129737429/1ef195befe2a2aa338749ffcfc3d8276/small/the-hunt-for-asymmetry-thumbnail.jpg The Hunt for Asymmetry - Identifying Attractive Risk-Adjusted Investments in the Convertibles Universe Explore the world of convertible bonds, seamlessly blending stock-like gains in rising markets with bond-like income in downturns. Because of their convexity, these hybrid assets boast a historical track record of capturing more upside than downside than equities, offering a captivating risk/reward profile. Yet despite their alluring potential, the U.S. convertible bond market remains a hidden gem, overlooked due to perceived complexity and modest size. For those with the expertise to navigate this intricate landscape, convertibles offer a compelling source of alpha. Join us in unraveling the overlooked allure of convertibles, where complexity converges with opportunity in the quest for outperformance. 2026-07-16T11:59:27+00:00 yes 1344 Webinars https://video.meristead.com/making-sense-of-your-equity-1 2026-04-22 https://video.meristead.com/v.ihtml/player.html?photo_id=126340808 https://video.meristead.com/64968561/126340808/516e60a2fee65d22b499cf3905a5d882/video_medium/making-sense-of-your-equity-1-video.mp4 https://video.meristead.com/64968561/126340808/516e60a2fee65d22b499cf3905a5d882/small/making-sense-of-your-equity-1-thumbnail.jpg Making Sense of Your Equity Compensation: Financial Planning Considerations <h1>A Closer Look at Equity Compensation and Financial Planning</h1><h2>Understanding stock-based compensation and key planning considerations</h2> 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: <ul><li>Common types of employee equity compensation and how they are typically structured</li><li>Key features employees should understand when reviewing their equity benefits</li><li>How equity compensation may fit into a broader financial picture</li></ul>  2026-04-22T15:36:19+00:00 yes 1919 Webinars https://video.meristead.com/stansberry-asset-management-a 2026-04-21 https://video.meristead.com/v.ihtml/player.html?photo_id=126276578 https://video.meristead.com/64968571/126276578/77a162132ab30917df071ffbffbe95df/video_medium/stansberry-asset-management-a-video.mp4 https://video.meristead.com/64968571/126276578/77a162132ab30917df071ffbffbe95df/small/stansberry-asset-management-a-thumbnail.jpg Stansberry Asset Management: A Decade of Growth Explore Stansberry Asset Management's decade-long journey in providing sophisticated, world-class asset management. Discover their disciplined approach, deep research, and long-term perspective designed to instill confidence and peace of mind in clients. Learn how they unify and simplify investment strategies to adapt to evolving financial lives and goals. 2026-04-21T11:25:45+00:00 yes 195 Videos https://video.meristead.com/which-matters-most-to-your-wealth-1 2026-10-01 https://video.meristead.com/v.ihtml/player.html?photo_id=124955823 https://video.meristead.com/64968560/124955823/b12cb6445a01b320707794934488e74e/video_medium/which-matters-most-to-your-wealth-1-video.mp4 https://video.meristead.com/64968560/124955823/b12cb6445a01b320707794934488e74e/small/which-matters-most-to-your-wealth-1-thumbnail.jpg Which Matters Most to Your Wealth: The Stocks You Own or Your Financial Plan? <h1>What Actually Drives Long-Term Wealth?</h1><h2>A discussion on investing and financial planning decisions.</h2> What matters more for long-term wealth - 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.In this webinar, you’ll learn:<ul><li>The difference between investing and financial planning, and why both matter</li><li>What actually drives long-term portfolio outcomes</li><li>Where investors often focus too heavily (and what may be overlooked)</li><li>How to align your investment strategy with your long-term financial goals</li><li>Why coordination between portfolio construction and financial planning is important over time.</li></ul> 2026-03-19T16:20:54+00:00 yes 4491 Webinars https://video.meristead.com/the-worst-and-best-alternative 2026-03-16 https://video.meristead.com/v.ihtml/player.html?photo_id=124805872 https://video.meristead.com/64968559/124805872/0fc0cfb324b7dc361166bc9fa10953ca/video_medium/the-worst-and-best-alternative-video.mp4 https://video.meristead.com/64968559/124805872/0fc0cfb324b7dc361166bc9fa10953ca/small/the-worst-and-best-alternative-thumbnail.jpg The Worst and Best Alternative Assets to Add to Your Portfolio Today <h1>What role could alternative investments play in a modern portfolio?</h1>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:<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.stansberryam.com">https://www.stansberryam.com</a> 2026-03-16T12:17:22+00:00 yes 1911 On-Demand Webinars https://video.meristead.com/how-we-help-business-owners-turn 2026-02-19 https://video.meristead.com/v.ihtml/player.html?photo_id=123742577 https://video.meristead.com/64968555/123742577/89eb8696040e6911b8b338c10e8b964e/video_medium/how-we-help-business-owners-turn-video.mp4 https://video.meristead.com/64968555/123742577/89eb8696040e6911b8b338c10e8b964e/small/how-we-help-business-owners-turn-thumbnail.jpg 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. 2026-02-18T12:21:22+00:00 yes 2874 On-Demand Webinars https://video.meristead.com/quantitative-edge-tactical-select-1 2026-02-18 https://video.meristead.com/v.ihtml/player.html?photo_id=123699669 https://video.meristead.com/64968558/123699669/0040becc6d8e43e8fd6763840ef0364b/video_medium/quantitative-edge-tactical-select-1-video.mp4 https://video.meristead.com/64968558/123699669/0040becc6d8e43e8fd6763840ef0364b/small/quantitative-edge-tactical-select-1-thumbnail.jpg Quantitative Edge: Tactical Select and the Results of a Disciplined Process <h1>Tactical Select: A Disciplined Investment Approach Using Quantitative Analysis </h1><h2>Join Stansberry Asset Management’s February investor webinar to learn how Tactical Select has been actively managed using quantitative analysis and fundamental research across changing market conditions. </h2> 📆Date: Tuesday, February 17th ⏰Time: 4 PM Eastern / 3 PM Central / 1 PM Pacific As markets evolve, long-term outcomes depend not just on staying invested, but on how risk is managed along the way.   In this webinar, the Stansberry Asset Management investment team will walk through the disciplined approach behind Tactical Select and how it may fit into a diversified portfolio.   What we’ll cover:  <ul><li>How quantitative analytics help manage risk and adjust exposure as conditions change  </li></ul><ul><li>The role of fundamental research in identifying opportunities  </li></ul><ul><li>Why discipline and process matter most when markets become volatile  </li></ul><ul><li>How this combined approach is designed to pursue alpha while managing downside risk  </li></ul>  2026-02-17T16:11:26+00:00 yes 3919 Webinars https://video.meristead.com/the-six-keys-to-growing-and-1 2026-01-16 https://video.meristead.com/v.ihtml/player.html?photo_id=122288991 https://video.meristead.com/64968579/122288991/dbd03b8f12b75f54501c10b03f1f1514/video_medium/the-six-keys-to-growing-and-1-video.mp4 https://video.meristead.com/64968579/122288991/dbd03b8f12b75f54501c10b03f1f1514/small/the-six-keys-to-growing-and-1-thumbnail.jpg The Six Keys to Growing and Protecting Your Wealth in 2026 <h1>The Six Keys to Growing and Protecting Your Wealth in 2026 </h1><h2>SAM’s 2026 Investment Outlook: What We're Seeing, How We're Positioning, and What You Should Know</h2> 📆Date: Tuesday, January 13th ⏰Time: 5 PM Eastern / 4 PM Central / 2 PM Pacific The start of a new year brings fresh market dynamics and evolving expectations. As we move through 2026, we're already seeing shifts that are influencing how we think about risk, opportunity, and portfolio positioning for the months ahead. Join us for our upcoming investor webinar hosted by CIO Austin Root, and Deputy CIOs Mario Valente, CFA, and Michael Joseph, CFA.  We’ll cover:  <ul><li>Our outlook for 2026 and how we are positioning our portfolios for the year </li></ul><ul><li>How active management fits into a broader wealth strategy when conditions are shifting. </li></ul><ul><li>Six insights investors should consider for navigating markets, including some factors that aren’t getting enough attention </li></ul>Join us to hear how we're thinking about the year ahead and the actions we're taking to help grow and protect our clients’ wealth in 2026!   2026-01-13T17:36:45+00:00 yes 5502 Webinars https://video.meristead.com/weatherproof-your-wealth-a-gold-2 2025-12-17 https://video.meristead.com/v.ihtml/player.html?photo_id=119793986 https://video.meristead.com/64968567/119793986/d37c8e44501497a6ebac6ad2482ef101/video_medium/weatherproof-your-wealth-a-gold-2-video.mp4 https://video.meristead.com/64968567/119793986/d37c8e44501497a6ebac6ad2482ef101/small/weatherproof-your-wealth-a-gold-2-thumbnail.jpg Weatherproof Your Wealth: A Gold Investment Strategy for Every Season Join SAM's Deputy CIO Michael Joseph, CFA, for an educational session on strategic gold investing. You'll learn how to evaluate gold's role in your portfolio, the different ways to gain exposure, and how SAM approaches gold opportunities through our Gold strategy. We'll cover:✔ Gold's Recent Performance – What record prices mean for investors✔ Investment Options Explained – The different ways to invest in gold✔ SAM's Gold Strategy – Our four-pronged approach to accessing gold opportunities within a diversified 2025-12-16T11:12:38+00:00 yes 1717 Videos https://video.meristead.com/charitable-giving-combining-purpose-1 2026-09-08 https://video.meristead.com/v.ihtml/player.html?photo_id=118958969 https://video.meristead.com/64968556/118958969/e59b5afd582e43f5e9d3af4971847401/video_medium/charitable-giving-combining-purpose-1-video.mp4 https://video.meristead.com/64968556/118958969/e59b5afd582e43f5e9d3af4971847401/small/charitable-giving-combining-purpose-1-thumbnail.jpg 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. 2025-11-25T18:54:03+00:00 yes 1836 On-Demand Webinars https://video.meristead.com/preparing-for-lifes-what-ifs-a-2 2026-09-08 https://video.meristead.com/v.ihtml/player.html?photo_id=118957030 https://video.meristead.com/64968577/118957030/81af4d1b47317741e319b9ed71598b74/video_medium/preparing-for-lifes-what-ifs-a-2-video.mp4 https://video.meristead.com/64968577/118957030/81af4d1b47317741e319b9ed71598b74/small/preparing-for-lifes-what-ifs-a-2-thumbnail.jpg 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 the SAM 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. 2025-11-25T18:01:41+00:00 yes 1718 On-Demand Webinars https://video.meristead.com/from-business-success-to-family 2026-09-08 https://video.meristead.com/v.ihtml/player.html?photo_id=118953568 https://video.meristead.com/64968559/118953568/c1761f64801d6036ef59db0b0b5c0ce5/video_medium/from-business-success-to-family-video.mp4 https://video.meristead.com/64968559/118953568/c1761f64801d6036ef59db0b0b5c0ce5/small/from-business-success-to-family-thumbnail.jpg 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. 2025-11-25T15:09:05+00:00 yes 3340 On-Demand Webinars https://video.meristead.com/the-5-keys-to-building-generational-3 2026-09-08 https://video.meristead.com/v.ihtml/player.html?photo_id=118950544 https://video.meristead.com/64968559/118950544/2c0a7ebd9e86b26f69c2d784222ace77/video_medium/the-5-keys-to-building-generational-3-video.mp4 https://video.meristead.com/64968559/118950544/2c0a7ebd9e86b26f69c2d784222ace77/small/the-5-keys-to-building-generational-3-thumbnail.jpg 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 2025-11-25T11:46:06+00:00 yes 3946 On-Demand Webinars https://video.meristead.com/make-the-most-of-2025-essential-4 2026-09-08 https://video.meristead.com/v.ihtml/player.html?photo_id=118948647 https://video.meristead.com/64968569/118948647/6e26e9468ac1c61e835651c896fd204a/video_medium/make-the-most-of-2025-essential-4-video.mp4 https://video.meristead.com/64968569/118948647/6e26e9468ac1c61e835651c896fd204a/small/make-the-most-of-2025-essential-4-thumbnail.jpg Make the Most of 2025: Essential Year End Opportunities to Consider 2025-11-25T09:52:17+00:00 yes 1844 On-Demand Webinars https://video.meristead.com/sams-investment-outlook-for-2025-3 2026-09-08 https://video.meristead.com/v.ihtml/player.html?photo_id=118727359 https://video.meristead.com/64968555/118727359/fc8c3bed8f4d686941770fe01c5aef07/video_medium/sams-investment-outlook-for-2025-3-video.mp4 https://video.meristead.com/64968555/118727359/fc8c3bed8f4d686941770fe01c5aef07/small/sams-investment-outlook-for-2025-3-thumbnail.jpg 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 2025-11-19T11:04:05+00:00 yes 5161 On-Demand Webinars https://video.meristead.com/gold-and-inheritance-what-you-6 2026-09-08 https://video.meristead.com/v.ihtml/player.html?photo_id=118726116 https://video.meristead.com/64968556/118726116/2bb6b53470d7d5a4062349a46f3f9eff/video_medium/gold-and-inheritance-what-you-6-video.mp4 https://video.meristead.com/64968556/118726116/2bb6b53470d7d5a4062349a46f3f9eff/small/gold-and-inheritance-what-you-6-thumbnail.jpg 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 2025-11-19T10:14:20+00:00 yes 2995 On-Demand Webinars https://video.meristead.com/green-thumb-investing-a-new-way-to-2 2026-09-08 https://video.meristead.com/v.ihtml/player.html?photo_id=118514307 https://video.meristead.com/64968577/118514307/affd22df11a347cc97de59878f70fd44/video_medium/green-thumb-investing-a-new-way-to-2-video.mp4 https://video.meristead.com/64968577/118514307/affd22df11a347cc97de59878f70fd44/small/green-thumb-investing-a-new-way-to-2-thumbnail.jpg 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 2025-11-13T11:14:17+00:00 yes 4300 On-Demand Webinars https://video.meristead.com/timing-your-social-security-10 2026-09-08 https://video.meristead.com/v.ihtml/player.html?photo_id=118514217 https://video.meristead.com/64968577/118514217/4cf8669b6e782b7ce536f1e3e450de98/video_medium/timing-your-social-security-10-video.mp4 https://video.meristead.com/64968577/118514217/4cf8669b6e782b7ce536f1e3e450de98/small/timing-your-social-security-10-thumbnail.jpg 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. 2025-11-13T11:10:22+00:00 yes 2057 On-Demand Webinars https://video.meristead.com/living-your-best-retirement-life-9 2026-09-08 https://video.meristead.com/v.ihtml/player.html?photo_id=118513612 https://video.meristead.com/64968568/118513612/4f1a240ab58e1f5e78ea9074127c0101/video_medium/living-your-best-retirement-life-9-video.mp4 https://video.meristead.com/64968568/118513612/4f1a240ab58e1f5e78ea9074127c0101/small/living-your-best-retirement-life-9-thumbnail.jpg 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  2025-11-13T10:37:06+00:00 yes 1922 On-Demand Webinars https://video.meristead.com/the-one-big-beautiful-bill-key-7 2026-09-08 https://video.meristead.com/v.ihtml/player.html?photo_id=118513562 https://video.meristead.com/64968566/118513562/f3691dadd2cbff9898d54ce1154f022e/video_medium/the-one-big-beautiful-bill-key-7-video.mp4 https://video.meristead.com/64968566/118513562/f3691dadd2cbff9898d54ce1154f022e/small/the-one-big-beautiful-bill-key-7-thumbnail.jpg The “One Big Beautiful Bill”: Key Strategies to Improve Your Wealth and Retirement 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. 2025-11-13T10:33:47+00:00 yes 3210 On-Demand Webinars https://video.meristead.com/protecting-your-health-and-wealth-7 2026-09-08 https://video.meristead.com/v.ihtml/player.html?photo_id=118513439 https://video.meristead.com/64968556/118513439/439163fcbf16e8ebd884aa990d964b0d/video_medium/protecting-your-health-and-wealth-7-video.mp4 https://video.meristead.com/64968556/118513439/439163fcbf16e8ebd884aa990d964b0d/small/protecting-your-health-and-wealth-7-thumbnail.jpg 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. 2025-11-13T10:29:40+00:00 yes 2180 On-Demand Webinars https://video.meristead.com/bondplus-a-different-approach-to-7 2026-09-08 https://video.meristead.com/v.ihtml/player.html?photo_id=118512639 https://video.meristead.com/64968555/118512639/6a7064b6f357407eebcc44efad98655d/video_medium/bondplus-a-different-approach-to-7-video.mp4 https://video.meristead.com/64968555/118512639/6a7064b6f357407eebcc44efad98655d/small/bondplus-a-different-approach-to-7-thumbnail.jpg 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 2025-11-13T10:02:00+00:00 yes 1575 On-Demand Webinars