Videos

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.

Invest in Yourself, Invest in your Future - 2024 Challenge from Piedmont Wealth Advisory