Buetel Group - Wealth, Health and other things you should know: Recent Episodes
UBS advisor podcasts
A podcast dealing with current topics and issues relating to an ever changing world in areas that affect all of us.
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.
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.
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.
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.
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!
Typically, 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.
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!
Welcome to the inaugural episode of Wealth, Health, and Other Things You Should Know! To kick things off on this series, we want to identify one of the biggest issues facing affluent families and business owners in today's world. There are too many people without a proper wealth management planning process and it's leaving a massively negative impact on their financial well-being. Life isn't getting easier. In fact, it's getting more complex. Join us for a great conversation that highlights the importance of incorporating a wealth management planning process into your life and how it can set you up for personal and financial success!
In this episode we discuss the common mistakes that business owners may make in planning their exit and the steps for a successful business transition.
Interview with Laura Kane Head of Thematic Research UBS Americas and her groundbreaking report
Discussion with Scott Snider, co-founder of the Exit Planning Institute, discussing the need for Business owners to plan for their business transition. Listen to these steps and ideas that can help to provide a smooth exit.