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Education

Helping to Make Complex Concepts Clear by Outcome Partners

Let us help you demystify the world of finance with our collection of bite-sized video explanations, delivered by Outcome's knowledgeable partners. From investment basics to advanced wealth management strategies, our video glossary helps to break down complex financial concepts into clear, actionable insights to help empower your decision-making.

Welcome to the Basics - Chapter 1

Wealthcare - Chapter 2

Financial Planning - Chapter 3

Investment Strategy - Chapter 4

Retirement Planning - Chapter 5

Trusts - Chapter 6

Tax Planning - Chapter 7

Risk Management - Chapter 8

Business and Executive Planning - Chapter 9

Financing and Lending - Chapter 10

https://vimeo.com/1036058779?share=copy#t=0
Just Released
Introduction to Outcome Private Wealth
1036058779
https://vimeo.com/1036059089?share=copy#t=0
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Our goal at Outcome Private Wealth.
1036059089
https://vimeo.com/1036058932?share=copy#t=0
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The Outcome difference
1036058932
https://vimeo.com/1036059009?share=copy#t=0
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Outcome Wealth Literacy (OWL)
1036059009
https://vimeo.com/1035827191?share=copy&comtrols=0#t=0
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Introduction to Wealthcare
1035827191
https://vimeo.com/1035827177?share=copy&controls=0#t=0
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How does Outcome define wealth?
1035827177
https://vimeo.com/1035827149?share=copy#t=0
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What is a financial advisor?
1035827149
https://vimeo.com/1035827755?share=copy#t=0
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What are the benefits of having a financial advisor?
1035827755
https://vimeo.com/1035827814?share=copy#t=0
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What is Outcome's unique advantage?
1035827814
https://vimeo.com/1036052771?share=copy#t=0
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What is the Wealthcare difference?
1036052771
https://vimeo.com/1035827099?share=copy#t=0
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How is Outcome structured?
1035827099
https://vimeo.com/1035826981?share=copy#t=0
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What is the first meeting like?
1035826981
https://vimeo.com/1036053266?share=copy#t=0
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Introduction to financial planning.
1036053266
https://vimeo.com/1036053678?share=copy#t=0
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Terms: Financial Plan
1036053678
https://vimeo.com/1036053615?share=copy#t=0
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Terms: Financial Independence
1036053615
https://vimeo.com/1036053486?share=copy#t=0
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Terms: CFP
1036053486
https://vimeo.com/1036053583?share=copy#t=0
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Terms: CPWA
1036053583
https://vimeo.com/1036053520?share=copy#t=0
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Terms: CIMA
1036053520
https://vimeo.com/1036053428?share=copy#t=0
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Terms: CEPA
1036053428
https://vimeo.com/1036053395?share=copy#t=0
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Terms: AIF
1036053395
https://vimeo.com/1036053551?share=copy#t=0
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Terms: CPA
1036053551
https://vimeo.com/1036053459?share=copy#t=0
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Terms: CFA
1036053459
https://vimeo.com/1036053716?share=copy#t=0
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Terms: SEWMA
1036053716
https://vimeo.com/1036056070?share=copy#t=0
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Introduction to investment strategy.
1036056070
https://vimeo.com/1036056109?share=copy#t=0
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Our approach to asset allocation.
1036056109
https://vimeo.com/1036056177?share=copy#t=0
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Impacts on investment strategy.
1036056177
https://vimeo.com/1036056413?share=copy#t=0
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Terms: Behavioral finance
1036056413
https://vimeo.com/1036056354?share=copy#t=0
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Asset allocation / Diversification
1036056354
https://vimeo.com/1036056496?share=copy#t=0
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Terms: Cash
1036056496
https://vimeo.com/1036056594?share=copy#t=0
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Stocks / Securities
1036056594
https://vimeo.com/1036056455?share=copy#t=0
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Terms: Bonds
1036056455
https://vimeo.com/1036056511?share=copy#t=0
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Terms: ETFs
1036056511
https://vimeo.com/1036056540?share=copy#t=0
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Terms: Mutual funds
1036056540
https://vimeo.com/1036056263?share=copy#t=0
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Terms: Alternative investments
1036056263
https://vimeo.com/1036056320?share=copy#t=0
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Terms: Annuities
1036056320
https://vimeo.com/1036056638?share=copy#t=0
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Introduction to retirement planning.
1036056638
https://vimeo.com/1036086634?share=copy#t=0
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Terms: 401k
1036086634
https://vimeo.com/1036086668?share=copy#t=0
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Terms: 403B
1036086668
https://vimeo.com/1036086977?share=copy#t=0
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Terms: TSP
1036086977
https://vimeo.com/1036086947?share=copy#t=0
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Terms: Social Security
1036086947
https://vimeo.com/1036086751?share=copy#t=0
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Terms: Medicare
1036086751
https://vimeo.com/1036086696?share=copy#t=0
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Terms: IRA
1036086696
https://vimeo.com/1036086719?share=copy#t=0
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Terms: ROTH IRA
1036086719
https://vimeo.com/1036086779?share=copy#t=0
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Terms: Pension
1036086779
https://vimeo.com/1036086875?share=copy#t=0
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Terms: RMD
1036086875
https://vimeo.com/1036086820?share=copy#t=0
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Terms: QCD
1036086820
https://vimeo.com/1036086841?share=copy#t=0
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Terms: QDRO
1036086841
https://vimeo.com/1036086900?share=copy#t=0
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Terms: SEPs
1036086900
https://vimeo.com/1036086926?share=copy#t=0
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Terms: Simples
1036086926
https://vimeo.com/1036057418?share=copy#t=0
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Introduction to trusts.
1036057418
https://vimeo.com/1036057387?share=copy#t=0
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Terms: Will
1036057387
https://vimeo.com/1036057267?share=copy#t=0
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Terms: Living trust
1036057267
https://vimeo.com/1036057312?share=copy#t=0
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Terms: Revocable trust
1036057312
https://vimeo.com/1036057227?share=copy#t=0
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Terms: Irrevocable trust
1036057227
https://vimeo.com/1036057072?share=copy#t=0
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Terms: CRAT
1036057072
https://vimeo.com/1036057340?share=copy#t=0
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Terms: SLAT
1036057340
https://vimeo.com/1036057184?share=copy#t=0
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Terms: IDGT
1036057184
https://vimeo.com/1036057159?share=copy#t=0
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Terms: GRUT & GRAT
1036057159
https://vimeo.com/1036057286?share=copy#t=0
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Terms: Probate
1036057286
https://vimeo.com/1036057369?share=copy#t=0
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Terms: Trustee
1036057369
https://vimeo.com/1036057006?share=copy#t=0
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Terms: Beneficiary
1036057006
https://vimeo.com/1036057129?share=copy#t=0
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Terms: Gifting
1036057129
https://vimeo.com/1036057027?share=copy#t=0
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Terms: Charitable Donation
1036057027
https://vimeo.com/1036057095?share=copy#t=0
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Terms: FLP
1036057095
https://vimeo.com/1036057477?share=copy#t=0
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Introduction to tax planning.
1036057477
https://vimeo.com/1036058122?share=copy#t=0
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Terms: Tax advantage
1036058122
https://vimeo.com/1036057731?share=copy#t=0
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Terms: Capital gains
1036057731
https://vimeo.com/1036057889?share=copy#t=0
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Terms: EstateTax
1036057889
https://vimeo.com/1036057967?share=copy#t=0
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Terms: Income tax
1036057967
https://vimeo.com/1036057660?share=copy#t=0
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Terms: AMT
1036057660
https://vimeo.com/1036058149?share=copy#t=0
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Terms: Tax loss harvesting
1036058149
https://vimeo.com/1036058010?share=copy#t=0
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Terms: Long term gains
1036058010
https://vimeo.com/1036058075?share=copy#t=0
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Terms: Short term gains
1036058075
https://vimeo.com/1036057603?share=copy#t=0
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Terms: 529
1036057603
https://vimeo.com/1036058195?share=copy#t=0
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Terms: UTMA
1036058195
https://vimeo.com/1036057932?share=copy#t=0
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Terms: HSA
1036057932
https://vimeo.com/1036057832?share=copy#t=0
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Terms: Deferred compensation
1036057832
https://vimeo.com/1036057776?share=copy#t=0
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Terms: DAF
1036057776
https://vimeo.com/1036058046?share=copy#t=0
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Terms: Market volatility
1036058046
https://vimeo.com/1036058299?share=copy#t=0
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Introduction to risk management.
1036058299
https://vimeo.com/1036058246?share=copy#t=0
Just Released
Outcome's risk management difference.
1036058246
https://vimeo.com/1036058275?share=copy#t=0
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Terms: Life insurance
1036058275
https://vimeo.com/1036058367?share=copy#t=0
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Terms: Short / long term disability
1036058367
https://vimeo.com/1035828415?share=copy#t=0
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Introduction to business and executive planning.
1035828415
https://vimeo.com/1035828461?share=copy#t=0
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Terms: Family office
1035828461
https://vimeo.com/1035828483?share=copy#t=0
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Terms: ESOP
1035828483
https://vimeo.com/1035828503?share=copy#t=0
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Terms: Keyman planning
1035828503
https://vimeo.com/1035828530?share=copy#t=0
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Terms: RSU
1035828530
https://vimeo.com/1035828545?share=copy#t=0
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Terms: Business exit planning
1035828545
https://vimeo.com/1035828566?share=copy#t=0
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Terms: Buy sell agreements
1035828566
https://vimeo.com/1035828593?share=copy#t=0
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Terms: Executive compensation planning
1035828593
https://vimeo.com/1035828611?share=copy#t=0
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Terms: QSBS
1035828611
https://vimeo.com/1036058404?share=copy#t=0
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Introduction to financing and lending.
1036058404
https://vimeo.com/1036058668?share=copy#t=0
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Terms: Private equity
1036058668
https://vimeo.com/1036058566?share=copy#t=0
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Terms: Home equity loan
1036058566
https://vimeo.com/1036058603?share=copy#t=0
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Terms: Mortgages
1036058603
https://vimeo.com/1036058505?share=copy#t=0
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Terms: Aircraft and boat financing
1036058505
https://vimeo.com/1036058727?share=copy#t=0
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Terms: Security backed lending
1036058727