Making Smart Decisions During Major Life Events

Most of us will have made a financial mistake or two in our lifetime, some small, and some big. It’s much easier to make a big mistake when major life changes occur and emotions are at a high.

Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life.

Here’s a little of what you’ll learn on this episode:

• What should I do with my 401(k) when changing jobs? (2:13)
• How does divorce impact financial decisions? (4:32)
• An inheritance can go to waste if you don’t know what to do with your money. (8:26)

If you have any questions about what we discussed today, please reach out and we’d be happy to set up a time to talk.

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