Are you ready to take control of your finances during life’s most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. From the excitement of getting remarried or entering retirement to the challenges of divorce and the loss of a loved one, we’ll provide practical tips and guidance to help you make informed decisions and maintain financial stability.
In today’s video, we’re going to focus on the six major life events that Phil works with most often. We’ll explore the essential planning questions you need to consider during these new life moments and discuss what expenses you’ll likely want to factor into your spending strategy. Tune into this insightful discussion with Phil so that you can be prepared for whatever life throws your way.
Here are some of the things we’ll address in this episode:
- Financial decisions during remarriage [1:21]
- Financial decisions during divorce [4:13]
- Financial decisions during job changes [7:43]
- Planning for retirement [10:37]
- Severe medical issues and disabilities [12:31]
- Financial decisions during the loss of a loved one [18:13]
If you have any questions about what we discussed in this episode, reach out and we’ll be happy to set up a time to talk.