Buetel Group - Wealth, Health and other things you should know
A podcast dealing with current topics and issues relating to an ever changing world in areas that affect all of us.
UBS Advisor Podcasts
Don't Let an Election Cloud Your Financial Judgement
Every four years, a Presidential Election brings about levels of fear and uncertainty. And during these tumultuous times, emotions can begin to drive logical decision-making and cause negative impacts to your financial world. On the latest episode of Wealth, Health, and Other Things You Should Know, we're addressing the importance of having a game plan with your team of trusted professionals to navigate the political landscape and limit the chance for making any emotionally-charged decisions.
The Financial Best Practice You Didn't Know Until Now!
People don't know what they don't know until they are made aware of it. Too often, people are realizing that their financial plan is underperforming and they are missing the mark on their financial goals. On the latest episode of Wealth, Health, and Other Things You Should Know, we're diving into a unique financial best practice to monitor your best interests and optimize your financial world.
Leave a Legacy, Not a Mess!
In today's day and age, you need to be just as intentional when building your legacy plan, as you where when creating your business in the first place. Too often, we see the misconception of creating an estate plan and then not regularly monitoring that plan. On the latest episode of Wealth, Health and Other Things You Should Know, we're diving deep into the legacy planning process and why this is such an important topic for business owners and their families to be considering.
Secure Your Family's Financial Future: Let's Talk Trusts!
Everything a wealth creator has worked their life to achieve, can be conveyed to the people they love in the most efficient and tax advantage manner using trusts. On the latest episode of Wealth, Health, and Other Things You Should Know, Brian Buetel outlines the overall advantages of leveraging trusts to secure your family's financial future. Additionally, Brian shares why trusts are such an important financial tool to be considering given the impending exclusion ratios changing in 2025.
Have You Outgrown Your Current Advisor?
When an individual has reached a certain level of net-worth their financial world creates more complications and challenges. What we’re finding is that too many people are being underserved and their financial situation requires a deeper level of expertise. On the latest episode of Wealth, Health, and Other Things You Should Know, Cameron Buetel explores a very important question many people should be considering: Have you outgrown your current advisor? Cameron explains how working with the wrong advisor can hold you back from achieving what matters most to you!
