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Why Stress Testing Your Retirement Plan Is Important
Manage episode 433924154 series 3578578
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In this episode, Keith Wiltfong talks about the importance of family in their financial planning business and the impact they can make in people's lives. He emphasizes the need for stress testing financial plans to prepare for unexpected events such as the loss of a spouse or a market downturn. He also encourages small business owners to have a comprehensive plan in place to navigate challenges and ensure their businesses survive. Keith offers a complimentary stress test of financial plans for the first 10 callers.
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