Nearly seven months later the Covid-19 situation remains very fluid. Infection and hospitalization numbers are stabilizing in some states and picking up in others. One constant has been the inspiring work that health care professionals and scientists are doing to help the sick and keep moving forward on a vaccine.
I want to make it clear that no one at Keen Wealth claims to be a doctor or an epidemiologist. But during major events that affect our clients’ lives, we do take it upon ourselves to stay on top of the latest developments. We want to be able to provide information that folks can trust. We also want to be on the lookout for any issues that could potentially impact our clients’ financial plans.
On today’s show, we discuss what our research and conversations with health care pros are telling us about the timetable for a Covid-19 vaccine. At the top of this episode, I also share a quick alert from the FBI about a telephone scam that’s making the rounds.
During the pandemic, we’ve talked quite a bit about potential positive outcomes of this unprecedented experience. One plus that I’ve noticed recently is that more people do seem to recognize the importance of having a financial plan, whether they’re just starting the process or refining some details with their fiduciary advisor in light of all that’s happened this year.
On today’s episode, we discuss 5 important areas where a financial plan can help keep your money in sync with your family’s needs, even when the unexpected happens.
In this webinar, Bill Keen and Matt Wilson welcome back Washington insider Greg Valliere for a conversation about the state of the U.S. economy in 2020 as well as a preview of the upcoming presidential election.
Some of the topics Greg Valliere discussed with Bill and Matt include: