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Key Finance Decisions During Major Life Events (Part 2)
Manage episode 368110273 series 2709707
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Welcome to part 2 of our series about taking control of your finances during life's most pivotal moments. Last episode, we talked about the complex world of financial decision-making during key life events. From the excitement of marriage to the challenges of losing a loved one, we’re sharing practical tips to help you make informed decisions and maintain financial stability during life’s ups and downs.
Today we're talking about job changes, adoption, medical issues, and more. For example, if you have ever changed jobs, you know how it feels to prepare for a new paycheck, health insurance and benefits. As a reminder, it’s good to have a financial advisor on your side, especially during these crucial times. We’re here to help with these questions and more as we tackle the topic of your finances during major life events.
Here's what we'll talk about on today's show:
- How should you handle a job change financially? (2:32)
- How can you prepare for birth or child adoption? (8:32)
- What’s the best way to prepare financially for retirement? (12:20)
Contact Dave and Drue:
Web: https://www.truefinancialpartners.com/
Email: info@truefp.biz
Phone: 877-359-8783
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