Is your Financial Plan Recession Ready?
Is your financial plan ready for a recession?
Do you have a plan?
0:00 Intro
0:57 Agenda
2:26 Previous Recessions
4:05 Look beyond the Headlines
5:40 Investment Considerations
8:10 Asset Allocation
10:25 Rebalancing
13:45 Diversification
14:57 Taxes
17:24 Buckets
18:59 Emotions
20:39 Behavioral Finance
21:49 Focus on What You Can Control
22:34 What to do if you're still working
23:33 What to do if you're retired
24:50 Final Thoughts
26:38 Questions
27:15 Outro
My name is Alan Hensley. I’m a CERTIFIED FINANCIAL PLANNER™, and I love coming to work every day because it’s my job to help successful people create a financial plan so they can find more time to enjoy life. Taking the responsibility of retirement planning off my clients’ shoulders is something I take very seriously.
Want to connect? Click here to schedule a time for us to chat: http://www.alan-hensley.com
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