Are your clients concerned about dropping interest rates? Discover how to optimize short-term assets in a challenging interest rate environment. Join guest host Stoyan Petev, CFA, CFP®, CLU, ChFc, and industry guests, Greg Hammer, President and CEO of Hammer Financial Group, and Charlie Ehrenfried, CFP®, CLU, ChFC, RICP, CASL, Owner and Wealth Manager at Retirement Matters. Learn how to address client concerns about dropping interest rates, reinforce The Bucket Plan® Philosophy, and explore various strategies for the Now Bucket, including CDs, money markets, and short-duration bonds. Dive into techniques for balancing liquidity needs with yield potential, educating clients on the purpose of the Now Bucket, and incorporating tax considerations into your planning. Tune in to enhance your short-term planning strategies and learn how to communicate effectively with clients about their Now Bucket in any market condition.

Resources:

• Financial planning process referenced: The Bucket Plan® philosophy