Will you need long-term care? Will you need insurance? How will the stock markets behave over the next few years?
No one knows! But one thing is certain – your life is filled with uncertainty.
In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, talks about the different “What Ifs” that you should plan for while building your financial plan.
Jon discusses:
- Why it is important to plan for the certainty of uncertainty
- The three-bucket theory that helps you manage your financial risk
- Difficult, but crucial, conversations that you should have with your advisor
- Various training tools used by advisors at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC
- And more!