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“Am I Ok?” Income Planning & Portfolio Preparedness | Financial Perspectives

Kent Kramer

Kent Kramer , CFP®, AIF®

04/14/25

"Am I Ok?" Income Planning & Portfolio Preparedness | Financial Perspectives

Market periods like these have a way of making virtually everyone ask the questions, “Am I okay? Is my financial plan going to survive these latest seismic events?” This week, Kent Kramer looks at historical worst-case scenarios and how they could be used to inform your financial plan.

0:00 – Introduction

1:48 – Historical Worst-Case Scenarios

3:58 – Plan/Portfolio Details & Examples

7:08 – Plan/Portfolio Big Picture

8:15 – Closing Thoughts

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