Brought to you by the award-winning advisors and Certified Financial Planners of Correct Capital Wealth Management, Capital Conversations is a podcast examining the current state of the market and best practices for investing. Listen in as leading financial advisors discuss how current events are influencing the market and the economy and their take on how to handle the ups and downs in your investment portfolio.
Is your Retirement Plan Advisor Earning Their Fees?
This episode explores how employers can assess if their retirement plan advisor provides adequate value, covering benchmarks, red flags, and strategies to improve plan effectiveness.
20 May 2025
Correct Capital Welcomes Financial Advisor Jonathan Horman
Correct Capital Wealth Management is growing! In this episode of Capital Conversations, Ryan Potts sits down with our new financial advisor Jonathan Horman to talk about everything from family life and camping trips to career moves, entrepreneurship lessons, and why Correct Capital felt like the perfect professional "home."
If you'd like to speak with Jonathan to discuss your financial future, you can set up an appointment through his Calendly page: https://calendly.com/johnathan-correctcap
Learn more about our areas of expertise, including:
Wealth Management (https://correctcap.com/)
Financial Advisor (https://correctcap.com/our-services/financial-advisor/)
Portfolio Management (https://correctcap.com/our-services/portfolio-management/)
401(k) Services (https://correctcap.com/our-services/401k-services/)
Retirement Planning (https://correctcap.com/our-services/retirement-planning/)
401(k) Rollover (https://correctcap.com/our-services/401k-rollover/)
Fiduciary Advisor (https://correctcap.com/our-services/fiduciary-advisor/)
Financial Planner (https://correctcap.com/our-services/financial-planner/)
Tax Planning (https://correctcap.com/our-services/tax-planning/)
Get in touch (https://correctcap.com/contact/) or call us at 314-930-4015
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.
2 Jan 2025
Smart Retirement Planning NOW
Invest in your future with experienced financial planners that help manage and grow your wealth. Correct Capital provides fiduciary financial advice for individuals and families that may want to coordinate college savings funds, manage investments, or require other financial services.
One of our newer members of the Correct Capital team, Kate Boschert, sits down with Alexia Keil to discuss her previous experience and what she brings to the table. You can listen to our other Capital Conversations or read the transcript for “Smart Planning for Retirement NOW” below.
Learn more about our areas of expertise, including:
Wealth Management (https://correctcap.com/)
Financial Advisor (https://correctcap.com/our-services/financial-advisor/)
Portfolio Management (https://correctcap.com/our-services/portfolio-management/)
401(k) Services (https://correctcap.com/our-services/401k-services/)
Retirement Planning (https://correctcap.com/our-services/retirement-planning/)
401(k) Rollover (https://correctcap.com/our-services/401k-rollover/)
Fiduciary Advisor (https://correctcap.com/our-services/fiduciary-advisor/)
Financial Planner (https://correctcap.com/our-services/financial-planner/)
Tax Planning (https://correctcap.com/our-services/tax-planning/)
Get in touch (https://correctcap.com/contact/) or call us at 314-930-4015
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.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
7,193
Score snapshot 15 Sept 2025
Podcast Authority Score: 51 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
75
Social presence
0
YouTube
68
Engagement
0
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