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
Leave a Legacy, Not a Mess!
21:01In 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!
01:43:05Everything 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?
01:06:15When 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!
Inflation and Stagflation. What Does This Mean for Your Wealth Plan?
01:50:29In 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!
When is the "Right Time" to Think About Wealth Management Planning
01:38:18Typically, people don't consider the need for wealth planning until something drastic occurs in their life. This is wrong. Plain and simple. On the latest episode of Wealth, Health and Other Things You Should Know, we're exploring the wealth management planning process and why individuals should be implementing a process now. We'll cover five key areas of concern that wealth planning addresses, as well as how you can begin your path to developing a wealth plan that suits your unique goals and aspirations for the future.
