Why the Best Financial Plans Start with "What If?"

Life rarely gives advance notice.   One day you're planning vacations and enjoying time with family. The next, you're facing a wildfire, a health emergency, the loss of a loved one, or another life-changing event that forces difficult decisions overnight.   Those moments remind us that financial planning isn't just about growing wealth… it's about preparing for the unexpected.   In this episode of Cowboys & Cufflinks, Jeff Mathies and Caleb Moore discuss why asking "what if?" isn't pessimistic. It's practical.   What You'll Learn ·       How unexpected events expose gaps in retirement and income planning ·       The importance of reviewing insurance and important financial documents ·       Why retirement plans should be stress-tested instead of based on best-case scenarios ·       What to look for when choosing a fiduciary financial advisor ·       Common red flags in investment products and financial sales presentations ·       Why retirement income planning is about more than investment returns ·       How preparing today can create greater confidence tomorrow