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Browse our video library below.
We create this content to educate all those interested in useful financial concepts, our services, events, etc.
FEATURED CONTENT
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D.R.E.A.M.
Playlist
5 Videos
Video Description
Death is one of life’s most difficult milestones. There are numerous Financial, Tax, and Estate issues that need to be addressed with the passing of a loved one. Our firm is here to help you through the loss in your life.
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Whether you’re well into your retirement, or just starting to plan it out, our CPAs and Advisors can guide you to comprehensive solutions. Our goal is to help you reach your ideal retirement, on your terms.
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Sold your business or property? Received an inheritance? We can transition your assets into potentially more secure, productive investments.
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We help bring order to the chaos caused by divorce or death by legally & financially securing your assets.
OUR SERVICES
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6 Videos
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In this video, we explain how our comprehensive services can address all aspects of your wealth.
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In this video, we provide a specific example that illustrates the ways that our comprehensive services can help you.
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Robert J. Beck, CPA talks about the purpose of wealth, and how a strategy needs to be in place whether the market’s going up or down.
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Robert J. Beck, CPA talks about our firm’s core values
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Rob transitioned from public accounting to wealth management in 2010, after observing that there is commonly a gap between people’s wealth advisor and their CPA. He founded Wealth Management CPAs to bridge that gap.
EXPLAINED BY A CPA
Playlist
9 Videos
Video Description
In this video, Rob Beck CPA shows how bonds can help you build your wealth.
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In this video, Rob Beck CPA shows how Tax Loss Harvesting can help you protect your wealth now, and in the future.
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In this video, Rob Beck CPA breaks down the inner workings of the Roth IRA, and how to avoid unnecessary taxation and other potential landmines.
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In this short video, Robert J. Beck, CPA explains the simple concept of Traditional IRAs, and what portions of it are taxable.
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In this video, Rob Beck CPA explains how a Roth IRAs work, and how tax benefits can be captured through them.
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In this video, Rob Beck CPA explains a quick tax tip that may help you reduce unnecessary taxes on your retirement accounts.
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Are you making regular donations to a charity? Your church? The Animal Foundation? The IRS has created valuable tax benefits for those who donate stocks to charity.
EVENTS & WEBINARS
Playlist
7 Videos
Video Description
Throughout this year we have recieved a number of questions about the global and national economy. These questions continue to be more and more relevant every year.
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Learn relevant, comprehensive strategies in this special webinar with Monica Sonnier, CFA.
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Retired or retiring soon? Learn relevant, comprehensive strategies that can help you navigate your finance & wellness this year and beyond.
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We had a wonderful turnout for this year’s Wealth & Health Conference! We love bringing a depth of understanding of financial and wellness topics to the community.
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In honor of our countries’ veterans, our firm hosts an annual service project.
The project is simple: We place a U.S. flag next to the headstone of each veteran. The flags represent a small gesture of our heartfelt gratitude.
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Due to the recent interest rate hikes in the U.S., many people are looking for more predictable, conservative investments. That’s why we’re excited to present The Basics of Bonds webinar.
If you’re already familiar with how bonds work, this webinar will provide useful insight on how the bond market is operating now, in 2022.
If you’re not familiar with bonds, this webinar will introduce to you to the benefits and potential risks.
MEDICARE
Playlist
2 Videos
Video Description
This is the largest rate increase in decades! In this video, we break down some of the things you can do to potentially reduce your payments.
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In this video, Robert J. Beck, CPA introduces Jeremy Lindquist, and they discuss the ins and outs of Medicare.
MARKET RECAPS
Playlist
10 Videos
Video Description
Planning and maintaining a solid retirement really is a full-time job. Wealth Management CPAs is here to help reduce the stress and paperwork that typically comes when you retire. Our goal is to help you spend your golden years on the things that matter most to you.
GUIDANCE
Playlist
3 Videos
Video Description
In this short tutorial, Tamra Williams explains a secure, simple method of sending documents to our firm.
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In this short tutorial, Tamra Williams explains how you can set up a TD Ameritrade login, after you recieve your account number.
OTHER
Playlist
3 Videos
Video Description
Having your Financial Advisor, Tax Preparer, and Estate Attorney on the same page can make a tremendous difference in your future.
Video Description
Planning and maintaining a solid retirement really is a full-time job. Wealth Management CPAs is here to help reduce the stress and paperwork that typically comes when you retire. Our goal is to help you spend your golden years on the things that matter most to you.
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