One mistake that can be so easy to make is to overfocus on one aspect of our financial lives. In doing so, we're missing opportunities, as well as taking on unnecessary levels of risk!

On the latest installment of Through the Wealth Lens, Hannes and Ryan are joined by Beth Tractenberg, Partner at Steptoe & Johnson LLP, to explore ways to avoid that problem and address the full range of financial concerns using wealth planning.

Timecodes:

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

1:56 - How Hannes would define wealth planning overall

2:47 - A common technique among wealth planning efforts

7:55 - Life insurance can be leveraged in a number of ways within your wealth plan

12:25 - How wealth planning can address the concerns facing business owners

16:18 - How wealth planning goes beyond the technical aspects of a financial plan

17:24 - Flexibility, discretion and transparency within wealth planning

19:09 - Where risk sensitivity plays a role within wealth planning

22:10 - How cost effectiveness should be considered within your wealth plan

24:13 - You should be stress testing your advanced planning efforts

25:30 - How you can connect with Hannes and Beth

26:13 - Closing remarks

Connect with Hannes Grascher:

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