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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When thinking about protecting your wealth, it’s easy to start thinking about wealth erosion due to market/investment risk. Well, that’s just one form of risk. There’s estate planning risk, wealth erosion from excess taxation, not being properly insured on several fronts—we could go on and on. We obviously want you to protect as much of your wealth as possible. So, here are seven wealth protection tactics that can hopefully be beneficial to you.
Planning for things that are out of your control can certainly be stressful when you’re entering a new phase of life like retirement. But believe it or not, you can plan for uncertainty in retirement. We’re going to explain how to plan for the many uncertainties that can arise in retirement so that you can have clarity and confidence about your financial life.
What is giving you financial stress and how are you dealing with it? On today’s episode of America’s Wealth Management Show, Dean Barber and Bud Kasper explain how financial stress is different for everyone and that it’s crucial to have a comprehensive financial plan that helps you deal with it.
Have a question for Dean and Bud about retirement?
About the show
Since 2003, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends.