If something were to happen to you, is your family equipped to provide for themselves? Will you be leaving them in a financially secure state of life?

On the latest episode of The Plum Pointe Wealth Management Video and Podcast Series, we're analyzing the importance of foundational wealth planning, including a look into the various levels of risk facing your family's wealth.

Join us for a conversation that's bound to leave you with some takeaways for you, your family, and your business!

Chapters:

0:00 - Introduction and overview on the topic of the day

1:17 - How do you take care of your loved ones forever?

2:38 - Three areas that could impact your wealth negatively

7:20 - The ripple effect of not taking proper precautions with regard to your family wealth

10:55 - Life is better when you have the proper planning in place

13:50 - Brian's background and how he assists families in dealing with these concerns

16:29 - Examine the sources of risk and address how they impact your life and wealth

21:09 - Leveraging foundational planning

22:34 - Working with a team of experts

24:51 - Evaluating and adapting to changes over time

26:56 - Communicate your plan over time!

28:12 - How to get in touch with Brian and his team to open up a dialogue

30:14 - A client story

34:32 - Closing remarks

Connect with Brian Dunckley:

Website

LinkedIn

YouTube