MN Wealth Show

Trust

Investing can be scary. Allowing someone to look into your finances and help control the direction they take means putting your trust in a professional and expecting they will not let you down. Working with a Fiduciary Fee-Only advisor ensures that advice is in your best interest.

Strategy

Analyzing your situation and creating a plan to help you reach your goals is more than formulas or calculators, it involves strategic planning that will allow you to navigate life's ups and downs without losing sight of your goals.

Responsibility

This means having someone who can not only develop an initial plan, but help you to implement the plan, monitor it for needed changes, and ensure that your money is working for you and will be there to take care of you when you need it to be.

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How are we different?

The Fiduciary Standard

Fiduciary Duty of Responsibility:
When you work with Capital Wealth Management Inc., we accept a higher standard of service known as "the fiduciary standard." Is your current Advisor a "Fiduciary"? Are they working for you or do they work on commission for an investment or insurance company? Ask them...

Learn what this means in more detail and find out how important this is to your family's financial security.

We are Proud To be a federally certified Service Disabled, Veteran Owned, Small Business (SDVOSB)

MN Wealth Show

TUNE IN EVERY SUNDAY

Tune in as we host The MN Wealth Show every Sunday, from 3pm - 4pm on MYTalk107.1 FM. Sponsored by Capital Wealth Management Inc. and The Richard Bunin Law Offices. Clinton Gerner and Richard Bunin answer your questions and take your calls every week, providing education on financial planning and estate planning for the people of the twin cities.

Hosts:

Clinton J. Gerner AIF®
and Richard Bunin J.D.

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Latest Show: Sunday, May 15th, 2011 - Hour 1

Clint, Richard, and Kelly tackle real estate issues in eastate planning on this weeks MN wealth show!

Listen to the show Archives

Nov. 29th- Fixed Income: Where and How to Get It.

Dec. 6th- Real Estate Investing: How to do it right.

2010

Jan. 3rd- Inheritance and Windfalls

Jan. 10th- Asset Protection Planning

Jan. 17th- Marc Ertl talks about Tax Planning

Jan. 24th- Proper Use of IRAs: Part 1

Jan. 31st- Proper Use of IRAs: Part 2

Feb. 7th- Financial Planning Tips for 2010: Part 1

Feb. 14th- All About Retirement Plan Rollovers

Feb. 21st- Ins and Outs of Being a Fiduciary: Part 1

Feb. 28th- Ins and Outs of Being a Fiduciary: Part 2

Mar. 7th- Financial Planning Tips for 2010: Part 2

Mar. 14th- Non-Traditional Investing In IRAs

Mar. 21st- Long Term Care Planning

Mar. 28th- Marriage and Divorce Planning

Apr. 4th- Marriage and Divorce Planning Part 2

Apr. 11th- All About Employee Retirement Plans

Apr. 25th- Smart Ways Use Tax Refunds

May 2nd- Things You Should Know About Debt

May 9th- 10 Years to Retirement, What To Do

May 16th- Most Common Estate Planning Questions: Part 1

May 23rd- Most Common Estate Planning Questions: Part 2

May 30th- Most Common Financial Mistakes

July 11th- 31 Ways To Improve Your Finances, Part 1

July 18th- What An Executor Does

Aug. 1st- What a Personal Representative Does

Aug. 8th- 31 Ways To Improve Your Finances, Part 2

Aug. 15th- 31 Ways To Improve Your Finances, Part 3

Aug. 22nd- Top things To Know About 401(k)s, Part 1

Aug. 29th- 12 Retirement Planning Myths

Sept. 5th- What an Executor Does, Part 2

Sept. 12th- Estate Planning Questions To Ask Yourself

Sept 19th- Situations Needing Financial & Estate Planning, Part 1

Sept. 26th- Situations Needing Financial & Estate Planning, Part 2

Oct. 3rd- Proper Use Of Retirement Plans, Part 1

Oct. 10th- Naming Beneficiaries On Retirement Plans

Oct. 17th- Proper Use Of Retirement Plans, Part 2

Oct. 24th- Questions People Ask Financial & Estate Planners

Oct. 31st- Scarry Financial & Estate Planning Questions

Nov. 7th- Planning For Family Members That Need Help