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Making Smart Decisions During Major Life Events
Manage episode 358811527 series 3460411
A tartalmat a John Stillman biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a John Stillman vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Whenever we’re faced with a major life event, certain people will have an impact on us and the decisions we make. But when you work with a financial advisor who you’ve built a strong relationship with, they end up being there for all of these key events because of the financial impact they have.
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 some of what you’ll learn on this episode:
- What do you need to consider when you change jobs? (2:35)
- The tax considerations that come with an inheritance. (5:45)
- How becoming an empty nester changes your income and savings. (10:03)
- How we help someone that goes through the death of a spouse. (11:45)
Connect with us:
https://rosewoodwealthmanagement.com/
919-391-3446
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