Have you been negatively impacted by the economic uncertainty we’ve experienced over the past couple of years? If so, how? It’s not a fun conversation to have, but it’s a necessary one. Not having a conversation about it at all can only increase the anxiety of economic uncertainty, which is why it’s so critical to plan for economic uncertainty. We’re going to discuss what millionaires do in times of economic uncertainty to illustrate the importance of planning for it.

Logan DeGraeve, CFP® and Chris Rett, CFP® are going to dive into three specific things that millionaires do in times of economic uncertainty.

Retirement Plan Checklist: https://bit.ly/3ZGlzcm

Northwestern Mutual Study: https://news.northwesternmutual.com/planning-and-progress-study-2023

Tax Rates Sunset in 2026 and Why That Matters: https://bit.ly/3PEi2qx

Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc

Unexpected Expenses & How to Plan for Them: https://youtu.be/HbhdqYyp2uA

How to Build Generational Wealth: https://youtu.be/UhBlYVyxYBI

Why You Need a Financial Planning Team: https://youtu.be/n0lRpP8YOew?si=8GhlwVD8G1y_XZie

Asset Allocation vs. Tax Allocation: https://youtu.be/mMqwacOhvzg

What Is Longevity Risk?: https://youtu.be/OMoWFA7_NiE

Financial Planning Tool: https://bit.ly/3Q2AXg1

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