Podcasts Business Work. Life. Money. Insights by Kevin Ellman CFP Bonus Episode #6: Stress Test: How will your Wealth Plan actually work if and when it’s triggered?

Bonus Episode #6: Stress Test: How will your Wealth Plan actually work if and when it’s triggered?

Published: Aug. 17, 2020, 4 p.m.

Listen in as Elizabeth D’Aleo, Director of Family Offices and Kevin Ellman CFP and CEO of at Wealth Preservation Solutions talk about what a Wealth Stress Test is and why you may want to consider having one.

Read the transcript →

For your free copy of Kevin’s book, The 7 Biggest Money Mistakes People Make and How to Avoid Them, text WEALTH to 88799.

Contact Kevin Ellman, Certified Financial Planner at https://wealthpreservationsolutions.com/about-us/kevin-ellman-certified-financial-planner/

Please see website for additional disclosures at https://wealthpreservationsolutions.com/kevin-ellman-cfp-podcast/

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