Typically, people don't consider the need for wealth planning until something drastic occurs in their life. This is wrong. Plain and simple.

On the latest episode of Wealth, Health and Other Things You Should Know, we're exploring the wealth management planning process and why individuals should be implementing a process now.

We'll cover five key areas of concern that wealth planning addresses, as well as how you can begin your path to developing a wealth plan that suits your unique goals and aspirations for the future.

Timecodes:

0:06 - Introduction and overview on the show

1:18 - The big challenge that so many people are dealing with these days

2:37 - Why waiting to create a wealth plan is a problem

6:03 - The ripple effect of not having a wealth plan until something happens

10:05 - What life looks like if you've developed a wealth plan in advance of a life event occurring

11:35 - How the Buetel Wealth Management Group address these challenges for clients

13:40 - The time is now to begin creating your wealth management plan

16:58 - How you can get in touch with the Buetel Wealth Management Group

18:46 - An example of how proper wealth planning positively impacted a client

20:57 - Closing remarks

Connect with Brian and Cameron Buetel:

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