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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 day
1:02 - People don't know what they don't know
2:24 - The ripple effect of not keeping your financial plan updated
3:27 - What life can look like when you're actively updating and reviewing your financial plan
4:39 - What the Buetel Wealth Management Group is known for
5:30 - The financial best-practice you didn't know until now
7:29 - Leveraging a stress test within your own financial world
8:35 - Conducting a stress test with a client and uncovering financial opportunities
10:05 - How to get in touch with Cameron and his team
11:26 - Closing remarks
Connect with Brian and Cameron Buetel:
Website
By Brian and Cameron BuetelPeople 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 day
1:02 - People don't know what they don't know
2:24 - The ripple effect of not keeping your financial plan updated
3:27 - What life can look like when you're actively updating and reviewing your financial plan
4:39 - What the Buetel Wealth Management Group is known for
5:30 - The financial best-practice you didn't know until now
7:29 - Leveraging a stress test within your own financial world
8:35 - Conducting a stress test with a client and uncovering financial opportunities
10:05 - How to get in touch with Cameron and his team
11:26 - Closing remarks
Connect with Brian and Cameron Buetel:
Website