Videos

Welcome to the Falcon’s Nest. This is Graham Wealth Management’s video resource page where we post videos discussing various financial topics. Our goal is to help you better understand and navigate the nuanced world of financial and wealth management. Watch our videos to see how Graham Wealth Management can help you achieve financial freedom. Scroll down and click our Video Archive to view more videos. 

YOU ARE OUR PRIORITY

Here at Graham Wealth Management (GWM), we care about our clients and their unique needs. With no other parties to answer to, corporate bureaucracy to navigate, and no conflicting loyalties, this allows our advisors to prioritize our clients’ needs over corporate quotas. Whether you are saving for a first house, children’s college, or a comfortable retirement, you can be confident GWM advisors will lead with your needs as their first and only priority. That’s the value of working with Graham Wealth Management.

HOW FINANCIAL ADVISORS HELP REDUCE INVESTMENT RISK

Connor Graham, MBA, CRPC®, Head of Financial Advisory Services at Graham Wealth Management, explains how financial advisors help reduce investment risk for their clients. Many people invest on their own without considering their personal risk tolerance. Working with a financial advisor can help reduce risk and improve risk-adjusted returns for your investment portfolio. If you still have questions, feel free to reach out to Graham Wealth Management and we will happily get back to you! Our contact information is below.

FOUR RULES FOR EARLY RETIREMENT - RETIRE EARLY

Connor Graham, MBA, CRPC®, Head of Financial Advisory Services at Graham Wealth Management, discusses the four rules to retiring early. Saving early, saving a large percentage of your income, saving consistently, and investing your money can greatly improve the odds you retire early. If you are unsure if you are on track to retire early and would like a second opinion, feel free to reach out to Graham Wealth Management and we will happily get back to you! Our contact information is below.

WHAT IS LONG-TERM DISABILITY INSURANCE?

In this video our financial advisor, Connor Graham, MBA, CRPC®, discusses what Long-Term Disability Insurance is and who may need it. If you are a young earner, new parent, or living on a single income, this video is a must watch!