Capital Conversations

About Correct Capital Wealth Management

Correct Capital is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area businesses, individuals, and families. As a fiduciary wealth management advisory, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.

Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.

Learn more about our areas of expertise, including:

Or reach out to our financial planners directly by contacting us online.

*Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.  Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.

Inflation and resilience were the moods of the year for 2022. With smart, strategic, transparent management of your wealth and investments, you can weather the storm and retire comfortably. We are looking forward to what this coming year will bring. 

Today Host Colin Day, CFP®, MBA of Correct Capital Wealth Management is joined by the founder of the firm, Brian I. Pultman, CFP®. Together, Colin and Brian rewind through 2022's market highlights — and undeniable ups and downs — and what we hope to see financially in the year 2023.

Contact Correct Capital Wealth Management today by visiting our website or emailing [email protected] to learn more about our retirement plan support. Follow Capital Conversations to stay in the know about the latest market trends, how to navigate our economy, planning for your retirement, and more.

About Correct Capital Wealth Management

Correct Capital is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area businesses, individuals, and families. As a fiduciary wealth management advisory, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.

Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.

Learn more about our areas of expertise, including:

Or reach out to our financial planners directly by contacting us online.

*Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.  Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.

Clear concrete and sunny skies ahead (with a few uncertainties) — there are some valuable lessons to be learned from the construction industry to be applied to retirement savings and other investments! 

Director of Business Development Steve Paulus joins our host Colin Day, CFP®, MBA to share some insights and parallels between construction and retirement planning and financial advice. Steve brings insights from a recent co-op seminar between Associated General Contractors of Missouri (ACGMO) and the Missouri Department of Transportation, which focused on the dialog between the state's infrastructure repair and construction needs and the companies that do the work.

Contact Correct Capital Wealth Management today by visiting our website or emailing [email protected] to learn more about our retirement plan support. Follow Capital Conversations to stay in the know about the latest market trends, how to navigate our economy, planning for your retirement, and more.

About Correct Capital Wealth Management

Correct Capital is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area businesses, individuals, and families. As a fiduciary wealth management advisory, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.

Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.

Learn more about our areas of expertise, including:

Or reach out to our financial planners directly by contacting us online.

*Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.  Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.

So you have a 401(k) plan. That means you never have any questions are you are totally confident that your fund is doing everything it can to prepare you for retirement, right? Our research shows that for most people, that's not true. It's likely that you have some questions or may need some guidance along the way — especially in these economic times.

Our host Colin Day, CFP®, MBA sits with John V. Biedenstein, AIF®, CPA of Correct Capital Wealth Management to discuss what we have learned from our clients — why 401(k) plan members are looking for advice from their advisors and what we can do to help. 

Ask your financial advisor what kind of support and guidance they offer their 401(k) plan members or contact Correct Capital Wealth Management today to learn more about our retirement plan support. Follow Capital Conversations to stay in the know about the latest market trends, how to navigate our economy, planning for your retirement, and more.

Email [email protected] for a copy of our survey.

About Correct Capital Wealth Management

Correct Capital is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area businesses, individuals, and families. As a fiduciary wealth management advisory, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.

Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.

Learn more about our areas of expertise, including:

Or reach out to our financial planners directly by contacting us online.

*Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.  Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.

An independent advisory firm is legally required to put your needs and interests, as the client, first. Beyond that, a good rapport of trust and communication is the recipe for a strong and successful financial advisor relationship. And Kennadi Haythorne is one of the people who help Correct Capital Wealth Management do just that.

Kennadi is one of our Investment Advisor Service Associates. A bright and adept associate with both front-facing and back office experience working for financial industry giants TD Ameritrade, Edward Jones, and Wells Fargo, she is essential to the operations of our firm, collaborating closely with our advisors and Certified Financial Planner™s to onboard clients, servicing accounts, and managing many moving parts.  

About Correct Capital Wealth Management

Correct Capital is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area businesses, individuals, and families. As a fiduciary wealth management firm, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.

Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.

Learn more about our areas of expertise, including:

Or reach out to our financial planners directly by contacting us online.

*Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.  Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.

If you have not yet had the chance to meet Steve, you are missing out — and that is precisely why we are bringing this episode to you today.

Financial Advisor Colin Day, CFP®, MBA from the Correct Capital Wealth Management team had the pleasure of chatting with Director of Business Development Steve Paulus. Steve has a storied history in the world of financial services and though he once retired, he couldn't stay away. Today, investors and advisors alike have the unrivaled pleasure of working with and getting to know the illustrious and humble Steve Paulus through Correct Capital Wealth Management. Contact Correct Capital to speak directly to Steve or learn more about what we do.

About Correct Capital Wealth Management

Correct Capital is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area businesses, individuals, and families. As a fiduciary wealth management advisory, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.

Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.

Learn more about our areas of expertise, including:

Or reach out to our financial planners directly by contacting us online.

*Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.  Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.

It's early October 2022 and the stock market is volatile to say the least. After falling tremendously in September, we are seeing a sudden sharp rally. What is the everyday investor to make of the market as we enter the fourth quarter of 2022? 

Two wealth management professionals from the Correct Capital Wealth Management team sit down to discuss the state of the market and share some insights from an investment perspective. Hear what Financial Advisor Colin Day, CFP®, MBA and Portfolio Manager Joseph Anderson have to say about what's going on in the market today.

About Correct Capital Wealth Management

Correct Capital is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area businesses, individuals, and families. As a fiduciary wealth management advisory, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.

Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.

Learn more about our areas of expertise, including:

Or reach out to our financial planners directly by contacting us online.

*Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.  Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.

When you work with a fiduciary or wealth advisory firm, you are looking not only for sound investment strategies and financial acumen, but also for a relationship of trust, openness, and support. In previous Capital Conversations episodes, we have spoken with a number of our financial advisors and even our founder, Brian I. Pultman, CFP®. Now it's time for you to meet Alexia Keil.

Alexia is our Investment Advisor Client Associate. She is the relationship manager for our retirement plan clients, getting involved in businesses' retirement plan decisions and policies. 

With decades of experience in the retirement plan sector after landing her first position in a bold and memorable way, Alexia is passionate about building and fostering relationships with her clients, from the plan sponsors to their individual employees. She's even had the privilege of getting to see how boots are made. 

About Correct Capital Wealth Management

Correct Capital is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area businesses, individuals, and families. As a fiduciary wealth management advisory, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.

Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.

Learn more about our areas of expertise, including:

Or reach out to our financial planners directly by contacting us online.

*Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.  Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.

A wealth advisory firm takes a team to be successful. In recent episodes of Capital Conversations, we have spoken with a number of our financial advisors and even our founder, Brian I. Pultman, CFP®. Today we hear from one of the most critical people in our office, Pintip Perdun. Pintip is our Investment Advisor Service Associate. Mother to 5 human children, 4 dogs, and dedicated to a one-hour one-way commute to the office every day, our work as financial advisors would not be possible without our Investment Advisor Service Associate, Pintip. 

What does that mean for you? You may not always see Pintip up front, but she is a master problem solver working behind the scenes to keep everything running smoothly and, most critically, to make sure we are in compliance. A veteran of the financial sector, Pintip brings an important background in managing operations and protecting clients. 

About Correct Capital Wealth Management

Correct Capital is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area businesses, individuals, and families. As a fiduciary wealth management advisory, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.

Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.

Learn more about our areas of expertise, including:

Or reach out to our financial planners directly by contacting us online.

*Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.  Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.

Our host Colin Day, CFP®, MBA invites Founder and CEO of Correct Capital Wealth Management, Brian I. Pultman, CFP®, to answer the question point blank: "Why do I need a financial advisor?!"

Does someone like me really need a financial advisor? If I already hired a financial advisor, how do I know if it's the right fit? If not, how do I find a better advisor for my needs?

The answers may be as different as the people asking them. Think about what you value in your personal and professional life. You might select an advisory firm based on a reputation of excellence; great customer service and reviews; industry expertise, partnerships and tools; accredications, certifications, and awards. Most likely, it will be a combination of these and other factors.

Ask your financial advisor or potential financial advisor why they are the right choice for you or contact Correct Capital Wealth Management today. Follow Capital Conversations to stay in the know about the latest market trends, how to navigate our economy, planning for your retirement, and more.

About Correct Capital Wealth Management

Correct Capital is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area businesses, individuals, and families. As a fiduciary wealth management advisory, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.

Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.

Learn more about our areas of expertise, including:

Or reach out to our financial planners directly by contacting us online.

*Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.  Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.