Proactive wealth planning across the generations
The life of a wealthy family is punctuated by financial and personal milestones. Your first major real estate investment. A liquidity event that rewards your hard work. The birth of a grandchild that leads you to think longer term. These transitions require a team who can help provide you with the confidence you’ve been looking for.
The Buetel Wealth Management Group builds lasting relationships with the families we serve, taking the time to understand their most important priorities for today, tomorrow and the generations to come. We are passionate about learning who you are so that we can coordinate your entire financial situation in a way that reflects your values.
Welcome to Wealth, Health, and Other Things You Should Know!
On this podcast series, we’ll be addressing a variety of financial challenges and misconceptions that are facing so many people in today’s day and age. Listen as Brian and Cameron Buetel tap into their numerous years of experience in the financial services sector to provide unique strategies and solutions to address these financial issues.
At the end of the day, it’s about proactive wealth planning across the various generations of your family. Let’s put you and your loved ones on a path to living a life of significance!
In today’s day and age, we’re experiencing rampant inflation and it’s making its mark on countless wealth plans! With costs rising on basic necessities like groceries, gas prices, and so much more, it’s crucial that your wealth plan is built to take inflation into account.
On the latest episode of Wealth, Health, and Other Things You Should Know, Brian explores this topic and acknowledges that too many people’s wealth plans are not built with inflation in mind. This can ultimately keep you from achieving the goals you initially planned for!
We’ll also discuss the most effective strategy you can be leveraging, right now, to assess whether your wealth plan can stand up against inflation!
0:06 – Introduction and overview on the topic of the day
1:23 – Anywhere you turn people are being impacted by inflation
2:21 – Why inflation is causing so many problems for folks
3:40 – Your wealth plan likely doesn’t take inflation or stagflation into account
4:55 – The negative ripple effect of inflation
6:30 – How retirement planning efforts are impacted by inflation
8:21 – How life looks better if your wealth plan factors inflation into the mix
9:50 – How The Buetel Wealth Management Group works with clients to address these issues
11:42 – Brian’s involvement in the financial services industry over the last four decades
15:26 – The strategy you can be using to see if your wealth plan is structured to plan for inflation and stagflation
18:42 – How the stress testing process works
21:28 – How you can get in touch with Brian and his team to utilize their stress testing process
24:32 – Closing remarks
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