Wealth, Health, and Other Things You Should Know

Don't Let an Election Cloud Your Financial Judgement

Brian and Cameron Buetel — Thu, 05 Dec 2024 09:00:00 -0500

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 change for making any emotionally-charged decisions.

Chapters:

0:00 - Introduction

1:32 - A period of uncertainty

4:14 - Paralysis of inaction

7:36 - Challenging clients to think differently

11:31 - Contact the Buetel Wealth Management Group

13:20 - A client story

The Financial Best-Practice You Didn't Know Until Now!

Brian and Cameron Buetel — Tue, 15 Oct 2024 08:00:00 -0500

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.

Chapters:

0:00 - Introduction and overview on the topic of the day

1:02 - People don't know what they don't know

2:24 - The ripple effect of not keeping your financial plan updated

3:27 - What life can look like when you're actively updating and reviewing your financial plan

4:39 - What the Buetel Wealth Management Group is known for

5:30 - The financial best-practice you didn't know until now

7:29 - Leveraging a stress test within your own financial world

8:35 - Conducting a stress test with a client and uncovering financial opportunities

10:05 - How to get in touch with Cameron and his team

11:26 - Closing remarks

Connect with Brian and Cameron Buetel:

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Selling Your Business? You Need a Plan!

Brian and Cameron Buetel — Thu, 14 Mar 2024 09:00:00 -0500

In today's day and age, business owners typically don't have a plan to sell their business when the time comes. This is a critical mistake that will drastically impact the level of value a business owner will ultimately receive for their business.

In the latest episode of Wealth, Health and Other Things You Should Know, Brian explores this key issue facing business owners and provide some actionable steps for them to begin formulating a plan.

Chapters:

0:00 - Introduction and overview on the topic of the day

1:21 - Business owners think about selling their business, but don't have a plan in place

3:40 - The regret many business owners face after selling their business

5:17 - The ripple effect of now having a plan to sell your business

6:22 - How life can look for a business owner that executes a well-designed plan

9:15 - How Brian and his team work with business owners to address these types of problems

12:04 - Understanding the types of buyers that exist

16:10 - The key takeaways from today's episode

19:20 - How to get in touch with Brian and his team to discuss this further

21:09 - Closing remarks

Connect with Brian and Cameron Buetel:

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Leave a Legacy, Not a Mess!

Brian and Cameron Buetel — Mon, 18 Dec 2023 09:00:00 -0500

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.

Chapters:

0:00 - Introduction and overview on the topic of the day

1:12 - The challenge facing many families with significant wealth

2:17 - Why wealth preservation is such a key concern for successful business owners

4:05 - The ripple effect of constant erosion of wealth over time

5:29 - How intentional legacy planning efforts can make a positive impact on life

7:15 - Cameron Buetel's background and the work he does with successful families and business owners

9:08 - The process of implementing an intentional legacy plan

13:40 - How you can start creating your own legacy plan

15:30 - The story of a successful family facing this very challenge

17:47 - How you can get in touch with Cameron and his team

19:10 - Closing remarks

Connect with Brian and Cameron Buetel:

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Secure Your Family's Financial Future: Let's Talk Trusts!

Brian and Cameron Buetel — Mon, 17 Jul 2023 09:00:00 -0500

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.

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:12 - There are significant changes on the horizon for high-net-worth individuals and families

2:03 - The key benefits of leveraging a trust as a financial tool

3:18 - The timely considerations driving many people to utilize trusts

5:08 - Not being able to transfer your wealth to younger generations in the most efficient way

7:09 - How your life can look when you're properly leveraging a trust

9:00 - Brian's unique expertise surrounding trusts

11:38 - How you should begin setting up your trusts and taking a positive step forward

14:28 - The asset protection elements at play within a trust

16:31 - How you can get in touch with Brian and his team to discuss trusts

19:14 - An example of Brian using trusts with his clients

22:39 - Closing remarks

Connect with Brian and Cameron Buetel:

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Have You Outgrown Your Current Advisor?

Brian and Cameron Buetel — Tue, 27 Jun 2023 06:45:00 -0500

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!

Timecodes:

0:06 - Introduction and the overview of the topic of the day

1:26 - Too many people are working with the wrong wealth manager

2:30 - Why working with the wrong advisor can create issues for your financial world

4:19 - The ripple effect of working with the wrong advisor

6:42 - How life could be so much better if you're working with the right advisor

8:04 - How Cameron and the Buetel Wealth Management Group address issues like these

9:12 - What you can do if you've outgrown your current advisor

12:00 - How you can get in touch with Cameron and his team

14:00 - Closing remarks

Connect with Brian and Cameron Buetel:

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Inflation and Stagflation. What Does This Mean for Your Wealth Plan?

Brian and Cameron Buetel — Mon, 27 Feb 2023 08:30:00 -0500

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!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:23 - Anywhere you turn people are being impacted by inflation

2:21 - Why inflation is causing so many problems for folks

3:40 - Your wealth plan likely doesn't take inflation or stagflation into account

4:55 - The negative ripple effect of inflation

6:30 - How retirement planning efforts are impacted by inflation

8:21 - How life looks better if your wealth plan factors inflation into the mix

9:50 - How The Buetel Wealth Management Group works with clients to address these issues

11:42 - Brian's involvement in the financial services industry over the last four decades

15:26 - The strategy you can be using to see if your wealth plan is structured to plan for inflation and stagflation

18:42 - How the stress testing process works

21:28 - How you can get in touch with Brian and his team to utilize their stress testing process

24:32 - Closing remarks

Connect with Brian and Cameron Buetel:

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When is the "Right Time" to Think About Wealth Management Planning

Brian and Cameron Buetel — Mon, 16 Jan 2023 09:00:00 -0500

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.

Timecodes:

0:06 - Introduction and overview on the show

1:18 - The big challenge that so many people are dealing with these days

2:37 - Why waiting to create a wealth plan is a problem

6:03 - The ripple effect of not having a wealth plan until something happens

10:05 - What life looks like if you've developed a wealth plan in advance of a life event occurring

11:35 - How the Buetel Wealth Management Group address these challenges for clients

13:40 - The time is now to begin creating your wealth management plan

16:58 - How you can get in touch with the Buetel Wealth Management Group

18:46 - An example of how proper wealth planning positively impacted a client

20:57 - Closing remarks

Connect with Brian and Cameron Buetel:

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You Deserve a Wealth Management Planning Process!

Brian and Cameron Buetel — Fri, 30 Sep 2022 09:00:00 -0500

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!

Timecodes:

0:06 - Introduction and overview on the show

1:30 - The big problem facing so many people these days

2:20 - Why not having a wealth management planning process is such an issue

4:22 - The ripple effect of not having a wealth management planning process

6:07 - How this can impact your business specifically

7:36 - How life could be so much better if you incorporated a proven process into your world

10:12 - Who is Brian Buetel?

15:24 - What does a true wealth management process look like?

17:48 - Advanced planning and where this comes into play

19:25 - Advice on how you can begin implementing a wealth management process

22:40 - Examples of people Brian has worked with and implemented this process for

26:30 - How you can get in touch with Brian and his team

28:27 - Closing remarks

Connect with Brian and Cameron Buetel:

Website