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An Overview on Stress Testing
Manage episode 320554743 series 3317149
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Welcome to Lessons by the Lake: The Oswego Private Wealth Show! This is the show where we break down complex wealth management strategies into understandable terms to help you on your path to living an amazing life of significance.
In our inaugural episode, we introduce you to Bob Bedritis, Managing Director of Oswego Private Wealth Management, who is committed to building talented teams in assisting business owners and high net worth families in the planning and management of their affairs.
To start our show on the right note, Bob provides a detailed overview on the benefits of stress testing your current financial plan. Given the tremendous amount of uncertainty in our world right now, there's never a better time to consider a stress test to evaluate the current and future performance of your established wealth plan.
So sit back, relax, and enjoy this thought-provoking episode that's sure to leave you considering this strategy within your own wealth plan.
Timecodes:
0:06 - Welcome to the show and an overview on today's episode
1:45 - Introducing Bob Bedritis and his background in wealth management
8:19 - What people can be doing right now to protect their money
9:15 - Why a stress test can be such a valuable process
11:00 - The various items stress tests are meant to evaluate
13:20 - Why someone would have been prompted to see Bob for a stress test
16:35 - The keys to having a stress done well
18:40 - The discovery process during the stress testing experience
21:11 - What does the client leave the stress test meeting with
24:13 - How you can get in touch with Bob and his team for a stress test
26:56 - Closing remarks
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