Protecting Your Clients’ Financial Futures: The Impact of Legislative Risk with Becky Swansburg (Ep. 11)
Attention Financial Advisors,
Are you aware of the largest yet least understood risks facing American savers today? Legislative risk, closely related to tax risk, is a threat that cannot be ignored. While tax risk refers to the level of taxation we experience in retirement compared to today, legislative risk is the risk Congress holds when altering rules and regulations that affect our retirement plans.
It’s time to take action by gaining a deeper understanding of these risks. In this episode, Lara Galloway is joined by Becky Swansburg, an accomplished author, retirement savings expert, and CEO of Stonewood Financial, to discuss how legislative, tax, and longevity risks can affect your portfolio and retirement planning.
Don’t let these risks catch you off guard. Arm yourself with knowledge and prepare for the future of your clients’ retirement plans. Tune in to this episode now.
In this episode, you’ll learn:
- The knowledge needed to mitigate the effects of legislative risk
- How to safeguard your clients’ retirement plans from potential disruption due to tax changes
- Best practices for ensuring your client’s assets are protected
- How to assist your clients in diversifying their market risk
- And much more!
Connect with Becky Swansburg:
About our Guest:
Becky Swansburg is an accomplished author, retirement savings expert, nationally-recognized speaker, and CEO of Stonewood Financial. Prior to joining Stonewood, Becky headed communications for economic development organizations, U.S. congressmen, and government agencies. Currently, she trains independent financial advisors across the country on incorporating tax-efficient income planning and new holistic strategies into their practices.
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