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We've Planned for This: 5 Scenarios Every Financial Plan Should Prepare For
What happens when the market crashes, inflation stays higher for longer, or life takes an unexpected turn? A strong financial plan helps you prepare for uncertainty before it arrives.
In this episode of PIVOT with Darryl Lyons, Darryl Lyons, CEO and co-founder of PAX Financial Group, shares five scenarios worth discussing with your financial advisor: a market downturn, persistent inflation, living longer than expected, the early loss of a spouse, and tax changes. He explains how stress-testing your plan, building flexibility into your assumptions, and having difficult conversations can help…
The skinny
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