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Ep 50: Key Finance Decisions During Major Life Events (Part 1)

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. Whether you’re experiencing the excitement of marriage or the joy of welcoming a new child or facing the challenges of divorce or the loss of a loved one, we’ll provide practical tips and guidance to help you make informed decisions and maintain financial stability.

In part one of this two-part episode, we’ll cover the first 4 pivotal life moments that you might face. 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 Shari so that you can be prepared for whatever life throws your way.

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

  • Financial decisions in marriage. (2:18)
  • Financial decisions during birth or adoption. (5:19)
  • Financial decisions and expenses during a divorce. (8:40)
  • Financial decisions during remarriage. (12:25)

If you’re ready to start putting off your financial planning, we make it easy to set up a time to meet and have that first appointment. Visit our online calendar here to begin.

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