Stress Testing Your Financial Plan

America's Wealth Management Show

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6M ago 23:38

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How do you know if you can withstand a market downturn, substantial unexpected expenses, or income reduction in retirement? Those are all things that can cause a lot of financial stress, especially when you’re no longer receiving a paycheck in retirement. That’s why it’s so critical to have a forward-looking financial plan that has been stress tested through various economic conditions so you can get to and through retirement with clarity and confidence.

Dean Barber and Bud Kasper, CFP®, AIF® are going to help us explain how we go about stress testing someone’s plan. We’ll identify different types of risk that are important to plan for as you’re stress testing your financial plan and how to know if you have a successful plan.

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300 episodes

#Business #Trading #Modern Wealth Management #Dean Barber