In this podcast, we discuss the many risks that lurk in a financial plan, even (especially) when it has a 99% probability of success. We discuss the importance of anticipating non-market financial shocks, strategies to gain control and confidence over your hard-earned savings, and ways for families to give themselves permission to spend freely in retirement. Featuring Andrea Rothberg, Wealth Planning Specialist, Justin Waring, Investment Strategist, and Katie Williams, Discovery Strategist, UBS Chief Investment Office.
