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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://outcomeprivatewealth.b-cdn.net/Chapter%201/OutCome_WhoWeAre.mp4
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Introduction to Outcome Private Wealth
https://outcomeprivatewealth.b-cdn.net/Chapter%201/OutCome_WhatWeDo.mp4
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Our goal at Outcome Private Wealth.
https://outcomeprivatewealth.b-cdn.net/Chapter%201/OutCome_HowWeDoIt.mp4
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The Outcome difference
https://outcomeprivatewealth.b-cdn.net/Chapter%201/OutCome_OWL.mp4
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Outcome Wealth Literacy (OWL)
https://outcomeprivatewealth.b-cdn.net/Chapter%202/OutCome_Ch2_WhatIsWealthCare.mp4
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Introduction to Wealthcare
https://outcomeprivatewealth.b-cdn.net/Chapter%202/OutCome_Ch2_WhatIsWealth.mp4
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How does Outcome define wealth?
https://outcomeprivatewealth.b-cdn.net/Chapter%202/OutCome_Ch2_WhatIsFincialAdvisor.mp4
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What is a financial advisor?
https://outcomeprivatewealth.b-cdn.net/Chapter%202/OutCome_Ch2_BenefitsOfAdvisor.mp4
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What are the benefits of having a financial advisor?
https://outcomeprivatewealth.b-cdn.net/Chapter%202/OutCome_Ch2_UniqueAdvatage.mp4
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What is Outcome's unique advantage?
https://outcomeprivatewealth.b-cdn.net/Chapter%202/OutCome_Ch2_WhatIsWealthCare.mp4
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What is the Wealthcare difference?
https://outcomeprivatewealth.b-cdn.net/Chapter%202/OutCome_Ch2_WealthStructure.mp4
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How is Outcome structured?
https://outcomeprivatewealth.b-cdn.net/Chapter%202/OutCome_Ch2_FirstMeet.mp4
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What is the first meeting like?
https://outcomeprivatewealth.b-cdn.net/Chapter%203/OutCome_Ch3_Financial%20Freedom.mp4
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Introduction to financial planning.
https://outcomeprivatewealth.b-cdn.net/Chapter%203/OutCome_Ch3_Terms%20-%20Financial%20Plan.mp4
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Terms: Financial Plan
https://outcomeprivatewealth.b-cdn.net/Chapter%203/OutCome_Ch3_Terms%20-%20Financial%20Independence.mp4
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Terms: Financial Independence
https://outcomeprivatewealth.b-cdn.net/Chapter%203/OutCome_Ch3_Terms%20-%20CFP.mp4
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Terms: CFP
https://outcomeprivatewealth.b-cdn.net/Chapter%203/OutCome_Ch3_Terms%20-%20CPWA.mp4
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Terms: CPWA
https://outcomeprivatewealth.b-cdn.net/Chapter%203/OutCome_Ch3_Terms%20-%20CIMA.mp4
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Terms: CIMA
https://outcomeprivatewealth.b-cdn.net/Chapter%203/OutCome_Ch3_Terms%20-%20CEPA.mp4
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Terms: CEPA
https://outcomeprivatewealth.b-cdn.net/Chapter%203/OutCome_Ch3_Terms%20-%20AIF.mp4
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Terms: AIF
https://outcomeprivatewealth.b-cdn.net/Chapter%203/OutCome_Ch3_Terms%20-%20CPA.mp4
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Terms: CPA
https://outcomeprivatewealth.b-cdn.net/Chapter%203/OutCome_Ch3_Terms%20-%20CFA.mp4
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Terms: CFA
https://outcomeprivatewealth.b-cdn.net/Chapter%203/OutCome_Ch3_Terms%20-%20SEWMA.mp4
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Terms: SEWMA
https://outcomeprivatewealth.b-cdn.net/Chapter%204/OutCome_Ch4_Approach_InvestmentStrat.mp4
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Introduction to investment strategy.
https://outcomeprivatewealth.b-cdn.net/Chapter%204/OutCome_Ch4_ApproachAssetAllocation.mp4
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Our approach to asset allocation.
https://outcomeprivatewealth.b-cdn.net/Chapter%204/OutCome_Ch4_ImpactsOnStrat.mp4
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Impacts on investment strategy.
https://outcomeprivatewealth.b-cdn.net/Chapter%204/OutCome_Ch4_Terms%20-%20BehaviralFinance.mp4
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Terms: Behavioral finance
https://outcomeprivatewealth.b-cdn.net/Chapter%204/OutCome_Ch4_Terms%20-%20AssetAllocation.mp4
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Asset allocation / Diversification
https://outcomeprivatewealth.b-cdn.net/Chapter%204/OutCome_Ch4_Terms%20-%20Cash.mp4
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Terms: Cash
https://outcomeprivatewealth.b-cdn.net/Chapter%204/OutCome_Ch4_Terms%20-%20StocksSecurity.mp4
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Stocks / Securities
https://outcomeprivatewealth.b-cdn.net/Chapter%204/OutCome_Ch4_Terms%20-%20Bonds.mp4
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Terms: Bonds
https://outcomeprivatewealth.b-cdn.net/Chapter%204/OutCome_Ch4_Terms%20-%20ETFs.mp4
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Terms: ETFs
https://outcomeprivatewealth.b-cdn.net/Chapter%204/OutCome_Ch4_Terms%20-%20MutialFund.mp4
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Terms: Mutual funds
https://outcomeprivatewealth.b-cdn.net/Chapter%204/OutCome_Ch4_Terms%20-%20AltInvestment.mp4
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Terms: Alternative investments
https://outcomeprivatewealth.b-cdn.net/Chapter%204/OutCome_Ch4_Terms%20-%20Annuities.mp4
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Terms: Annuities
https://outcomeprivatewealth.b-cdn.net/Chapter%205/OutCome_Ch5_RetirementPlaning-optimized%20(1).mp4
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Introduction to retirement planning.
https://outcomeprivatewealth.b-cdn.net/Chapter%205/OutCome_Ch5_Terms%20-%20401k_v2-optimized.mp4
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Terms: 401k
https://outcomeprivatewealth.b-cdn.net/Chapter%205/OutCome_Ch5_Terms%20-%20403B_v2-optimized.mp4
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Terms: 403B
https://outcomeprivatewealth.b-cdn.net/Chapter%205/OutCome_Ch5_Terms%20-%20TSP_v2-optimized.mp4
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Terms: TSP
https://outcomeprivatewealth.b-cdn.net/Chapter%205/OutCome_Ch5_Terms%20-%20SocialSecurity_v2-optimized.mp4
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Terms: Social Security
https://outcomeprivatewealth.b-cdn.net/Chapter%205/OutCome_Ch5_Terms%20-%20Medicare_v2-optimized.mp4
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Terms: Medicare
https://outcomeprivatewealth.b-cdn.net/Chapter%205/OutCome_Ch5_Terms%20-%20IRA_v2-optimized.mp4
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Terms: IRA
https://outcomeprivatewealth.b-cdn.net/Chapter%205/OutCome_Ch5_Terms%20-%20IRA%20Roth_v2-optimized.mp4
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Terms: ROTH IRA
https://outcomeprivatewealth.b-cdn.net/Chapter%205/OutCome_Ch5_Terms%20-%20Pension_v2-optimized.mp4
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Terms: Pension
https://outcomeprivatewealth.b-cdn.net/Chapter%205/OutCome_Ch5_Terms%20-%20RMD_v2-optimized.mp4
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Terms: RMD
https://outcomeprivatewealth.b-cdn.net/Chapter%205/OutCome_Ch5_Terms%20-%20QCD_v2-optimized.mp4
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Terms: QCD
https://outcomeprivatewealth.b-cdn.net/Chapter%205/OutCome_Ch5_Terms%20-%20QDRO_v2-optimized.mp4
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Terms: QDRO
https://outcomeprivatewealth.b-cdn.net/Chapter%205/OutCome_Ch5_Terms%20-%20SEP_v2-optimized.mp4
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Terms: SEPs
https://outcomeprivatewealth.b-cdn.net/Chapter%205/OutCome_Ch5_Terms%20-%20Simples_v2-optimized.mp4
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Terms: Simples
https://outcomeprivatewealth.b-cdn.net/Chapter%206/OutCome_Ch6_WhatIsATrust-optimized.mp4
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Introduction to trusts.
https://outcomeprivatewealth.b-cdn.net/Chapter%206/OutCome_Ch6_Terms%20-%20Will-optimized.mp4
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Terms: Will
https://outcomeprivatewealth.b-cdn.net/Chapter%206/OutCome_Ch6_Terms%20-%20LivingTrust-optimized.mp4
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Terms: Living trust
https://outcomeprivatewealth.b-cdn.net/Chapter%206/OutCome_Ch6_Terms%20-%20RevocableTrust-optimized.mp4
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Terms: Revocable trust
https://outcomeprivatewealth.b-cdn.net/Chapter%206/OutCome_Ch6_Terms%20-%20IrrevocableTrust-optimized.mp4
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Terms: Irrevocable trust
https://outcomeprivatewealth.b-cdn.net/Chapter%206/OutCome_Ch6_Terms%20-%20CRAT-optimized.mp4
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Terms: CRAT
https://outcomeprivatewealth.b-cdn.net/Chapter%206/OutCome_Ch6_Terms%20-%20SLAT-optimized.mp4
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Terms: SLAT
https://outcomeprivatewealth.b-cdn.net/Chapter%206/OutCome_Ch6_Terms%20-%20IDGT-optimized.mp4
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Terms: IDGT
https://outcomeprivatewealth.b-cdn.net/Chapter%206/OutCome_Ch6_Terms%20-%20GRUT-optimized.mp4
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Terms: GRUT & GRAT
https://outcomeprivatewealth.b-cdn.net/Chapter%206/OutCome_Ch6_Terms%20-%20Probate-optimized.mp4
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Terms: Probate
https://outcomeprivatewealth.b-cdn.net/Chapter%206/OutCome_Ch6_Terms%20-%20Trustee-optimized.mp4
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Terms: Trustee
https://outcomeprivatewealth.b-cdn.net/Chapter%206/OutCome_Ch6_Terms%20-%20Beneficiary-optimized.mp4
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Terms: Beneficiary
https://outcomeprivatewealth.b-cdn.net/Chapter%206/OutCome_Ch6_Terms%20-%20Gifting-optimized.mp4
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Terms: Gifting
https://outcomeprivatewealth.b-cdn.net/Chapter%206/OutCome_Ch6_Terms%20-%20CharDonations-optimized.mp4
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Terms: Charitable Donation
https://outcomeprivatewealth.b-cdn.net/Chapter%206/OutCome_Ch6_Terms%20-%20FLP-optimized.mp4
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Terms: FLP
https://outcomeprivatewealth.b-cdn.net/Chapter%207/OutCome_Ch7_ApproachToTaxPlanning-optimized.mp4
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Introduction to tax planning.
https://outcomeprivatewealth.b-cdn.net/Chapter%207/OutCome_Ch7_Terms%20-%20TaxAdvantage-optimized.mp4
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Terms: Tax advantage
https://outcomeprivatewealth.b-cdn.net/Chapter%207/OutCome_Ch7_Terms%20-%20CapGains-optimized.mp4
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Terms: Capital gains
https://outcomeprivatewealth.b-cdn.net/Chapter%207/OutCome_Ch7_Terms%20-%20EstateTax-optimized.mp4
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Terms: EstateTax
https://outcomeprivatewealth.b-cdn.net/Chapter%207/OutCome_Ch7_Terms%20-%20IncomeTax-optimized.mp4
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Terms: Income tax
https://outcomeprivatewealth.b-cdn.net/Chapter%207/OutCome_Ch7_Terms%20-%20AMT-optimized.mp4
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Terms: AMT
https://outcomeprivatewealth.b-cdn.net/Chapter%207/OutCome_Ch7_Terms%20-%20TaxLossHavest-optimized.mp4
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Terms: Tax loss harvesting
https://outcomeprivatewealth.b-cdn.net/Chapter%207/OutCome_Ch7_Terms%20-%20LongTG-optimized.mp4
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Terms: Long term gains
https://outcomeprivatewealth.b-cdn.net/Chapter%207/OutCome_Ch7_Terms%20-%20ShortTG-optimized.mp4
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Terms: Short term gains
https://outcomeprivatewealth.b-cdn.net/Chapter%207/OutCome_Ch7_Terms%20-%20529-optimized.mp4
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Terms: 529
https://outcomeprivatewealth.b-cdn.net/Chapter%207/OutCome_Ch7_Terms%20-%20UTMA-optimized.mp4
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Terms: UTMA
https://outcomeprivatewealth.b-cdn.net/Chapter%207/OutCome_Ch7_Terms%20-%20HSA-optimized.mp4
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Terms: HSA
https://outcomeprivatewealth.b-cdn.net/Chapter%207/OutCome_Ch7_Terms%20-%20DeferredComp-optimized.mp4
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Terms: Deferred compensation
https://outcomeprivatewealth.b-cdn.net/Chapter%207/OutCome_Ch7_Terms%20-%20DAF-optimized.mp4
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Terms: DAF
https://outcomeprivatewealth.b-cdn.net/Chapter%207/OutCome_Ch7_Terms%20-%20MarketVolatil-optimized.mp4
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Terms: Market volatility
https://outcomeprivatewealth.b-cdn.net/Chapter%208/OutCome_Ch8_RiskManagement-optimized.mp4
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Introduction to risk management.
https://outcomeprivatewealth.b-cdn.net/Chapter%208/OutCome_Ch8_Difference-optimized.mp4
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Outcome's risk management difference.
https://outcomeprivatewealth.b-cdn.net/Chapter%208/OutCome_Ch8_LifeInsurance-optimized.mp4
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Terms: Life insurance
https://outcomeprivatewealth.b-cdn.net/Chapter%208/OutCome_Ch8_Terms%20-%20Disability-optimized.mp4
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Terms: Short / long term disability
https://outcomeprivatewealth.b-cdn.net/Chapter%209/OutCome_Ch9_WorkWYourBusiness-optimized.mp4
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Introduction to business and executive planning.
https://outcomeprivatewealth.b-cdn.net/Chapter%209/OutCome_Ch9_Terms%20-%20FamilyOffice-optimized.mp4
Just Released
Terms: Family office
https://outcomeprivatewealth.b-cdn.net/Chapter%209/OutCome_Ch9_Terms%20-%20ESOP-optimized.mp4
Just Released
Terms: ESOP
https://outcomeprivatewealth.b-cdn.net/Chapter%209/OutCome_Ch9_Terms%20-%20KeymanPlanning-optimized.mp4
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Terms: Keyman planning
https://outcomeprivatewealth.b-cdn.net/Chapter%209/OutCome_Ch9_Terms%20-%20RSU-optimized.mp4
Just Released
Terms: RSU
https://outcomeprivatewealth.b-cdn.net/Chapter%209/OutCome_Ch9_Terms%20-%20BusinessExitPlanning-optimized.mp4
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Terms: Business exit planning
https://outcomeprivatewealth.b-cdn.net/Chapter%209/OutCome_Ch9_Terms%20-%20BuySell-optimized.mp4
Just Released
Terms: Buy sell agreements
https://outcomeprivatewealth.b-cdn.net/Chapter%209/OutCome_Ch9_Terms%20-%20ExCompPlan-optimized.mp4
Just Released
Terms: Executive compensation planning
https://outcomeprivatewealth.b-cdn.net/Chapter%209/OutCome_Ch9_Terms%20-%20QSBS-optimized.mp4
Just Released
Terms: QSBS
https://outcomeprivatewealth.b-cdn.net/Chapter%2010/OutCome_Ch10_FinancingLending_v2.mp4
Just Released
Introduction to financing and lending.
https://outcomeprivatewealth.b-cdn.net/Chapter%2010/OutCome_Ch10_Terms%20-%20PrivateEquity-optimized.mp4
Just Released
Terms: Private equity
https://outcomeprivatewealth.b-cdn.net/Chapter%2010/OutCome_Ch10_Terms%20-%20HomeEquityLoan-optimized.mp4
Just Released
Terms: Home equity loan
https://outcomeprivatewealth.b-cdn.net/Chapter%2010/OutCome_Ch10_Terms%20-%20Mortgages-optimized.mp4
Just Released
Terms: Mortgages
https://outcomeprivatewealth.b-cdn.net/Chapter%2010/OutCome_Ch10_Terms%20-%20AircraftBoat-optimized.mp4
Just Released
Terms: Aircraft and boat financing
https://outcomeprivatewealth.b-cdn.net/Chapter%2010/OutCome_Ch10_Terms%20-%20SecurityLending-optimized.mp4
Just Released
Terms: Security backed lending

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