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Secrets of the Super Rich - Episode 1 (Stress Testing)
- 2020/12/14
- 再生時間： 27 分
- ポッドキャスト
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サマリー
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あらすじ・解説
In the inaugural episode of Secrets of the Super Rich With Vince Annable, Host Jeff Allen is joined by Founder & CEO of VFO Advisory Group, Vince Annable, to discuss the intricate nature of financial stress testing. As one of the most financially tumultuous years comes to an end, there is a great deal of uncertainty surrounding finances. Whether it was the COVID-19 pandemic, the controversial Presidential Election of 2020, or other factors, many people are wondering how to responsibly position their finances for success in 2021. Allow Vince to put your mind at ease and explain the benefits of stress testing. Through a robust and in-depth analysis, Vince and the team at VFO Advisory Group can review your personal or business finances and help calculate the right financial maneuvers given your future goals. So sit back, relax, and enjoy an enlightening conversation on the steps you can take now to ensure financial security during uncertain times. Timecodes: 01:15 - The goal of the show 02:00 - How people can begin protecting their finances through stress testing 03:30 - Why is stress testing such a valuable process? 05:30 - The 3 main ways stress tests can be utilized 07:20 - An example of why someone was prompted to reach out to Vince for a stress test 09:00 - An example of a stress test Vince did that improved someone's financial situation 11:50 - What are the keys to having a stress test done well? 14:30 - Why the human element is crucial during a stress test 15:30 - Understanding the client's goals lies at the heart of the stress testing process 18:00 - A lesson you can learn from stress testing 20:00 - What the stress testing experience looks like for clients 23:00 - Timeframe it takes to complete stress tests 25:00 - Best way to get in touch with Vince and the team at VFO Advisory Group Connect with Vince Annable: https://www.linkedin.com/in/vince-annable/ (LinkedIn) https://www.facebook.com/wsagaz (Facebook) https://www.vfoag.com/ (Website) https://www.youtube.com/user/WSAGLLC (YouTube)