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Educational Videos

Educational Videos

Educational Videos
All Categories
Avoid These Financial Mistakes in Your 20's and 30's
How To Do Zero Based Budgeting
Investment Accounts For Kids
Should I Move My 401k Into An IRA?
Types of Investment Accounts For Your Kids

Types of Investment Accounts For Your Kids

02:35
401(k) to an IRA Video

401(k) to an IRA Video

02:14
Zero-Based Budgeting Educational Video

Zero-Based Budgeting Educational Video

01:15
5 Financial Mistakes to Avoid in Your 20's and 30's

5 Financial Mistakes to Avoid in Your 20's and 30's

02:34

Financial Consulting  Video Library

Explore our short, educational videos that break down complex financial concepts into easy-to-understand explanations—all in just a few minutes!

Investment advisory services are offered through properly registered representatives of Forthright Capital Advisory, LLC dba Forthright Capital Advisory, an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. Insurance products are offered through Forthright Capital Partners, LLC. Forthright Capital Advisory LLC and Forthright Capital Partners LLC are affiliated entities that offer separate services. Smith Wealth management sells insurance products and may present a conflict of interest when providing our services. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. Diversification and asset allocation do not ensure a profit or guarantee against loss. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. We do not offer tax or legal advice or services. Always consult with your own qualified tax/legal advisors. Life insurance involves medical and sometimes financial underwriting to qualify. Both life insurance and annuity products have terms and conditions, fees and charges, including potential surrender penalties for early withdrawals. Annuity withdrawals are subject to ordinary income taxes and an additional 10% federal penalty if you are under age 59-1/2. Optional riders may involve additional cost. Product and feature availability may vary by state. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. When working with us, we can assist you with insurance and annuity products and strategies, or you may also engage us for comprehensive financial and retirement planning through our Registered Investment Advisory firm. We will provide you with complete information about our fees and compensation structure before you engage our services. Forthright Capital Partners, LLC, headquarters: 7251 West Lake Mead Blvd, Suite 300, Las Vegas, NV 89128. Phone: 725-712-3033.

Insurance products are sold based on the best interest standard at both the state and insurance carrier level. This means that insurance and annuity recommendations must be in the best interest of the client with any conflicts of interest fully
disclosed to the client. Additional details are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

Smith's Wealth Management is not affiliated with or endorsed by any government agency.

* Smith's Wealth Management does not perform any direct estate planning. Smith's Wealth Management develops Estate Planning Strategies and will refer the client to a licensed attorney or outside estate planning service.

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