Financial Decisions During 7 Pivotal Life Events

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 marriage and the joy of welcoming a new child to the challenges of divorce and the loss of a loved one, Lee will provide practical tips and guidance to help you make informed decisions and maintain financial stability.

 

Here’s what we’ll discuss in this episode:

• Combining your finances after marriage + prenuptial agreements. (3:16)
• Planning for what-if scenarios, such as job changes. (9:02)
• Financial changes that occur after having or adopting children. (12:00)
• Making financial decisions after the death of a spouse. (16:09)
• Financial decisions leading up to retirement. (22:02)
• Mailbag: What do early retirement offers usually include and how can I be prepared? (25:36)

 

Want to set up a meeting with us? Visit us here: http://talkwithlee.com

Get more financial education at http://myretirementclarity.com