Uploaded March 2026 | Updated September 2026, 3 weeks ago
In the financial world, surprises are rarely a good thing. Most people spend decades focusing on the "growth" phase, but they forget to build the "defense" necessary to protect it. Prepared retirees don’t panic when the market drops or a life event happens; they simply pivot to the plan they already have in place.
This video highlights the 6 essentials for your 2026 Financial Emergency Kit
Follow my page for clear, no-fluff financial planning steps!
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. This material is for general information and educational purposes only and is not intended to provide specific advice or recommendations for any individual. Investing involves risk including the loss of principal. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes.
RB Wealth and LPL Financial do not provide legal advice or tax services. This information is not intended to be a substitute for specific individualized tax or legal advice. Please consult your legal advisor or tax advisor regarding your specific situation.
#CFP #Financialplanner #retirement #retirementincome #IRS
In the financial world, surprises are rarely a good thing. Most people spend decades focusing on the "growth" phase, but they forget to build the "defense" necessary to protect it. Prepared retirees don’t panic when the market drops or a life event happens; they simply pivot to the plan they already have in place.
This video highlights the 6 essentials for your 2026 Financial Emergency Kit
Follow my page for clear, no-fluff financial planning steps!
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. This material is for general information and educational purposes only and is not intended to provide specific advice or recommendations for any individual. Investing involves risk including the loss of principal. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes.
RB Wealth and LPL Financial do not provide legal advice or tax services. This information is not intended to be a substitute for specific individualized tax or legal advice. Please consult your legal advisor or tax advisor regarding your specific situation.
#CFP #Financialplanner #retirement #retirementincome #IRS
