The Financial Best-Practice You Didn't Know Until Now!

15/10/2024 13 min Episodio 8
The Financial Best-Practice You Didn't Know Until Now!

Listen "The Financial Best-Practice You Didn't Know Until Now!"

Episode Synopsis

People don't know, what they don't know, until they are made aware of it. Too often, people are realizing that their financial plan is underperforming and they are missing the mark on their financial goals. On the latest episode of Wealth, Health, and Other Things You Should Know, we're diving into a unique financial best-practice to monitor your best interests and optimize your financial world. Chapters:0:00 - Introduction and overview on the topic of the day1:02 - People don't know what they don't know2:24 - The ripple effect of not keeping your financial plan updated3:27 - What life can look like when you're actively updating and reviewing your financial plan4:39 - What the Buetel Wealth Management Group is known for5:30 - The financial best-practice you didn't know until now7:29 - Leveraging a stress test within your own financial world8:35 - Conducting a stress test with a client and uncovering financial opportunities10:05 - How to get in touch with Cameron and his team11:26 - Closing remarksConnect with Brian and Cameron Buetel:WebsiteLinkedIn