Video Library

Explore Tidecrest’s video library for insights on wealth management, investing, retirement planning, tax strategies, and more. Our goal is to provide clear, thoughtful guidance to help individuals and families make more informed financial decisions. Subscribe to our YouTube channel (https://www.youtube.com/@DavidWagner-CFA-CPA-CFP) to stay updated with new videos and market commentary.

Why Some UHNW Families Still Feel Financially Uncertain (And What Can Help)

The Inside Of a $20M Family Portfolio They Never Show You (Generational Wealth Risks)

I Reviewed 50 Portfolios Over $10M - These Are the Patterns I've Noticed

If You Have $5M+ in Retirement Accounts, You Need to Watch This

You Just Got $10 Million. Now What?

The Only 3 Financial Numbers That Actually Matter for UHNW Families

Fee-Only vs. Fee-Based: What Your Advisor Isn't Telling You

What is a "Family Office"? (And When You Actually Need One)

Your Business Exit Could Cost You Millions (Unless You Do This)

What a Real UHNW Financial Plan Looks Like (Full Guide)

Donor-Advised Funds Explained For HNW Families

UHNW Families Struggle With This One Problem, Here's Why