Elements In Real Life

A YouTube series to help you better understand how to answer client questions with Elements.

  • How would leaving the military early affect my retirement?

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  • How much can we spend on an investment property?

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  • Can the Griswalds afford a pool?

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  • Am I ready for retirement?

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  • How do you actually do planning with Elements?

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  • How does Elements fit into my tech stack?

     

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  • Do we have enough insurance coverage?

      Becky Walsh from Oak Maple Finance and Michael Reynolds from Elevation Financial talk through how Elements help them know if their client has enough insurance coverage.

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  • Do we have to worry about our spending in retirement?

      Becky Walsh and Brandon Galici discuss if a particular client in their 70s needs to be worried about how much they spend.

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  • Can we buy more investment real estate?

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  • Can we retire?

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  • What should I do with a $1M vested stock grant?

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