Category: Videos
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Video: 3 Ways for High-Income Earners to Pay Less in Taxes
by Michael Evans, Founder & Wealth Manager Cogent Strategic Wealth Are your earnings considerably higher than you’d planned for? Are you selling a thriving business,...
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Video: 10 Steps to Take Before Selling Your Business
by Michael Evans, Founder & Wealth Manager If you are contemplating selling your business, this is a life-changing decision that benefits from a sound strategy....
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Video: Do You Have Clarity That You Are on the Right Track?
Life is a series of tradeoffs, but do you feel that you are missing out? Do you have the confidence, the clarity, to know it’s...
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Video: How Working With an Objective Advisor Can Make a Difference
So what’s really important for you? How do you build a plan based around the evidence that’s out there and how do you apply it...
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Webinar: What Should Investors Do Now?
For investors in general, and high-achieving professionals in particular, the past couple of quarters have delivered extra doses of financial and economic uncertainty. In the...
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Video: Second Opinion Service – An Objective Assessment of Your Investments
Do you have confidence you are taking the right steps during the current volatility and uncertainty? We are good at helping successful high achievers, like...
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Video: How a Guide Can Help Your Financial Life
At Cogent Strategic Wealth, we educate our clients on their choices. As the leader of your family, you get to decide what is best for...
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Webinar: Career Transitions – Beyond the Financials
As a high-achieving professional, who is looking to live life on your terms, it is immensely better to follow a life planning process BEFORE you...
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Video: Do Low Fixed Income Yields Have You Worried About Retirement?
Given today’s low-yield environment for fixed income, it makes sense to ask what else you can do when it comes to retirement planning and your...
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Finance 101 Webinar: How to Make Your Money Work for You
Create smart money habits to set yourself up for success. Kelly Stanley, CFP, MBA and Wealth Advisor for Cogent Strategic Wealth presented this webinar for...
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How Could Inflation Impact Your Investment Portfolio?
We are sharing the latest video from a new financial video series released by our strategic partner: Buckingham Strategic Partners. You’re not alone if the...
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Webinar Recording: Bolster Your Health WELLth for a Better Future
Bolster Your Health WELLth for a Better Future. Investing in your health now will pay dividends for the rest of your life. Coming off an...
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