When is the "Right Time" to Think About Wealth Management Planning

16/01/2023 24 min Episodio 2
When is the "Right Time" to Think About Wealth Management Planning

Listen "When is the "Right Time" to Think About Wealth Management Planning"

Episode Synopsis

Typically, people don't consider the need for wealth planning until something drastic occurs in their life. This is wrong. Plain and simple. On the latest episode of Wealth, Health and Other Things You Should Know, we're exploring the wealth management planning process and why individuals should be implementing a process now. We'll cover five key areas of concern that wealth planning addresses, as well as how you can begin your path to developing a wealth plan that suits your unique goals and aspirations for the future. Timecodes:0:06 - Introduction and overview on the show1:18 - The big challenge that so many people are dealing with these days2:37 - Why waiting to create a wealth plan is a problem 6:03 - The ripple effect of not having a wealth plan until something happens10:05 - What life looks like if you've developed a wealth plan in advance of a life event occurring11:35 - How the Buetel Wealth Management Group address these challenges for clients13:40 - The time is now to begin creating your wealth management plan16:58 - How you can get in touch with the Buetel Wealth Management Group18:46 - An example of how proper wealth planning positively impacted a client20:57 - Closing remarksConnect with Brian and Cameron Buetel:WebsiteLinkedIn