Given so much uncertainty in the world, with the Covid-19 pandemic, as well as political and economic turmoil, there are plenty of people wondering what they can be doing to sleep better at night. Especially with regard to their finances!

Join us for the latest installment of Wisdom and Wealth! Allow Frank to help put your mind at ease and explain the benefits of the stress testing process. Through a robust and in-depth analysis, Frank's team reviews your entire portfolio, as well as your personal goals and aspirations, to help calculate strategic financial maneuvers for the future.

Timecodes:

0:06 - Introduction and overview on the topic of the day

2:29 - What is a stress test?

6:57 - The key factors at play within a stress test

9:00 - What prompts people to see Frank's team for a stress test

11:35 - An example of someone who saw Frank's team for a stress test

14:35 - The keys to having a stress test done well

17:56 - Where the human element plays a role within stress testing

21:06 - Your personal goals are factored into your stress test

23:52 - What a client experiences within the stress testing process

26:00 - How you can get in touch with Frank's team for a stress test

28:08 - Closing remarks

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