Wealth, Health, and Other Things You Should Know

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 - Introduction1:32 - A period of uncertainty4:14 - Paralysis of inaction7:36 - Challenging clients to think differently11:31 - Contact the Buetel Wealth Management Group13:20 - A client story

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 day1:02 - People don't know what they don't know2:24 - The ripple effect of not keeping your financial plan updated3:27 - What life can look like when you're actively updating and reviewing your financial plan4:39 - What the Buetel Wealth Management Group is known for5:30 - The financial best-practice you didn't know until now7:29 - Leveraging a stress test within your own financial world8:35 - Conducting a stress test with a client and uncovering financial opportunities10:05 - How to get in touch with Cameron and his team11:26 - Closing remarksConnect with Brian and Cameron Buetel:WebsiteLinkedIn

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 day1:21 - Business owners think about selling their business, but don't have a plan in place3:40 - The regret many business owners face after selling their business5:17 - The ripple effect of now having a plan to sell your business6:22 - How life can look for a business owner that executes a well-designed plan9:15 - How Brian and his team work with business owners to address these types of problems12:04 - Understanding the types of buyers that exist16:10 - The key takeaways from today's episode19:20 - How to get in touch with Brian and his team to discuss this further21:09 - Closing remarksConnect with Brian and Cameron Buetel:WebsiteLinkedIn

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 day1:12 - The challenge facing many families with significant wealth2:17 - Why wealth preservation is such a key concern for successful business owners4:05 - The ripple effect of constant erosion of wealth over time5:29 - How intentional legacy planning efforts can make a positive impact on life7:15 - Cameron Buetel's background and the work he does with successful families and business owners9:08 - The process of implementing an intentional legacy plan13:40 - How you can start creating your own legacy plan15:30 - The story of a successful family facing this very challenge17:47 - How you can get in touch with Cameron and his team19:10 - Closing remarksConnect with Brian and Cameron Buetel:WebsiteLinkedIn

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 day1:12 - There are significant changes on the horizon for high-net-worth individuals and families2:03 - The key benefits of leveraging a trust as a financial tool3:18 - 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 way7:09 - How your life can look when you're properly leveraging a trust9:00 - Brian's unique expertise surrounding trusts 11:38 - How you should begin setting up your trusts and taking a positive step forward14:28 - The asset protection elements at play within a trust16:31 - How you can get in touch with Brian and his team to discuss trusts19:14 - An example of Brian using trusts with his clients22:39 - Closing remarksConnect with Brian and Cameron Buetel:WebsiteLinkedIn

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 day1:26 - Too many people are working with the wrong wealth manager2:30 - Why working with the wrong advisor can create issues for your financial world4:19 - The ripple effect of working with the wrong advisor6:42 - How life could be so much better if you're working with the right advisor8:04 - How Cameron and the Buetel Wealth Management Group address issues like these9:12 - What you can do if you've outgrown your current advisor12:00 - How you can get in touch with Cameron and his team14:00 - Closing remarksConnect with Brian and Cameron Buetel:WebsiteLinkedIn

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 day1:23 - Anywhere you turn people are being impacted by inflation2:21 - Why inflation is causing so many problems for folks3:40 - Your wealth plan likely doesn't take inflation or stagflation into account4:55 - The negative ripple effect of inflation6:30 - How retirement planning efforts are impacted by inflation8:21 - How life looks better if your wealth plan factors inflation into the mix9:50 - How The Buetel Wealth Management Group works with clients to address these issues11:42 - Brian's involvement in the financial services industry over the last four decades15:26 - The strategy you can be using to see if your wealth plan is structured to plan for inflation and stagflation18:42 - How the stress testing process works 21:28 - How you can get in touch with Brian and his team to utilize their stress testing process24:32 - Closing remarksConnect with Brian and Cameron Buetel:WebsiteLinkedIn

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 show1:18 - The big challenge that so many people are dealing with these days2:37 - Why waiting to create a wealth plan is a problem 6:03 - The ripple effect of not having a wealth plan until something happens10:05 - What life looks like if you've developed a wealth plan in advance of a life event occurring11:35 - How the Buetel Wealth Management Group address these challenges for clients13:40 - The time is now to begin creating your wealth management plan16:58 - How you can get in touch with the Buetel Wealth Management Group18:46 - An example of how proper wealth planning positively impacted a client20:57 - Closing remarksConnect with Brian and Cameron Buetel:WebsiteLinkedIn

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 show1:30 - The big problem facing so many people these days2:20 - Why not having a wealth management planning process is such an issue4:22 - The ripple effect of not having a wealth management planning process6:07 - How this can impact your business specifically7:36 - How life could be so much better if you incorporated a proven process into your world10:12 - Who is Brian Buetel? 15:24 - What does a true wealth management process look like? 17:48 - Advanced planning and where this comes into play19:25 - Advice on how you can begin implementing a wealth management process 22:40 - Examples of people Brian has worked with and implemented this process for26:30 - How you can get in touch with Brian and his team28:27 - Closing remarksConnect with Brian and Cameron Buetel:WebsiteLinkedIn