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Financial Decisions During 7 Pivotal Life Events
Manage episode 365409414 series 2536305
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
140 odcinków
Manage episode 365409414 series 2536305
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
140 odcinków
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