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Why Stress Testing Your Retirement Plan Is Important
Manage episode 433924154 series 3578578
المحتوى المقدم من Capstone Planning. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Capstone Planning أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In this episode, Keith Wiltfong talks about the importance of family in their financial planning business and the impact they can make in people's lives. He emphasizes the need for stress testing financial plans to prepare for unexpected events such as the loss of a spouse or a market downturn. He also encourages small business owners to have a comprehensive plan in place to navigate challenges and ensure their businesses survive. Keith offers a complimentary stress test of financial plans for the first 10 callers.
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