Paradigm Shift in Financial Planning Due to the Pandemic

Published: May 28, 2020, 9 a.m.

The past few months have shifted our thinking and the way we do things. How should you approach your financial plan differently?

 

Read more and get additional financial resources: https://financialplanningva.com/paradigm-shift-in-thinking-due-to-the-pandemic/ 

 

Today's show schedule: 

0:16 - We’re doing everything differently right now, so what changes do we need to make once all of this is done?

1:40 - People may start saving more as we prepare for a recession.

2:03 - Communicating with loved ones is key.

4:01 - One client wanted to learn more about annuities to decide if it makes sense to buy.

7:20 - What kind of peace of mind having some amount of cash can bring.

8:38 - Brian shares what kind of resources he likes to keep on hand.