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The Retirement Playbook - Episode 2 (An Overview on Stress Testing)
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With everything going on throughout the political and economic landscape, many families, individuals and business owners are worried and wondering if they are making the best decisions about their money.
In the latest installment of The Retirement Playbook, we're exploring a comprehensive strategy, known as stress testing, that can bring about financial clarity during uncertain times and allow people to sleep a little easier at night.
Join us for another great conversation that's full of beneficial insight for you and your financial portfolio!
Timecodes:
0:06 - Introduction and overview on the topic of the day
1:22 - The various levels of uncertainty we've experienced over the last few years
2:15 - What is stress testing?
3:45 - Why stress testing is such a valuable process in the first place
5:00 - How a stress test can be leveraged and utilized overall
7:08 - What prompts people to see Bryon for a stress test?
8:56 - An example of how a stress test was used to benefit someone
11:22 - The keys to ensuring a stress test is done well
13:30 - How a stress test looks from your perspective
16:15 - An action plan is developed
17:16 - How you can get in touch with Bryon and his team for a stress test
18:12 - Closing remarks
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