Videos

Family Planning Checklist: Organize Your Important Financial Documents

Preparing your family for the unexpected starts with organizing and making the right information accessible. James Sexton, Director of Financial Planning, explains how gathering and securely storing important documents, account details, and financial information can help your loved ones feel more prepared during difficult moments.

Avoiding Lifestyle Creep: A Key to Financial Freedom

Financial freedom often starts with the choices you make when your income increases. James Sexton, Director of Financial Planning, explains how lifestyle creep can quietly limit long-term financial progress and why saving a portion of each raise or bonus is a simple, powerful step toward building wealth.

The Power of Investing Early

Starting your investing journey early can make a meaningful difference in your financial future. In this video, Paul Bradley, Financial Advisor at Piedmont Wealth Advisory, explains how investing at a young age can help build strong habits, create long-term confidence, and give your money more time to grow.

Budgeting 101: How to Build a Budget That Actually Works

Budgeting can feel overwhelming at first, but it doesn’t have to be. In this video, Paul Bradley, Financial Advisor at Piedmont Wealth Advisory, discusses the basics of budgeting. You’ll learn what expenses to examine, how to create a budget, and a few questions to ask yourself to manage your money with more confidence.

1% Retirement Challenge: How to Boost Your Retirement Fund by $100Ks (Even $1M+)

Looking for an easy way to increase your retirement savings? In this video, James Sexton of Piedmont Wealth Advisory breaks down the 1% Retirement Challenge: a simple strategy of increasing your retirement savings annually. Find out how small annual increases can compound over time and potentially add hundreds of thousands (or millions) to your retirement fund.

How to Manage Your Emotions During Market Volatility

When markets get volatile, it’s easy to feel anxious and make reactive decisions. In this video, Doug Birnie of Piedmont Wealth Advisory shares a calm, practical framework to help you manage emotions, tune out the noise, and stay aligned with your long-term plan during uncertain times.