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Planning for Major Life Events
Manage episode 423610384 series 2515480
Life is full of unexpected twists and turns, and some of these can have a significant impact on our financial well-being. Whether it's changing jobs, going through a divorce, receiving an inheritance, or dealing with the death of a spouse, each of these major life events requires careful financial planning. Heath Grossman, CFP® joins the Money Wisdom podcast to explore the essential financial considerations for these pivotal moments.
Here’s some of what we discuss in this episode:
- When you change jobs, you should pay attention to decisions about health insurance, retirement accounts, and rollovers.
- Why a Rollover IRA is usually a good decision for old accounts.
- What you need to be thinking about financially if you go through a divorce.
- Receiving an inheritance comes with some tax implications you should know about.
- The biggest financial challenges that you deal with after the loss of a spouse.
Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/
Contact our team: https://johnsonbrunetti.com/contact-us/
100 episoade
Manage episode 423610384 series 2515480
Life is full of unexpected twists and turns, and some of these can have a significant impact on our financial well-being. Whether it's changing jobs, going through a divorce, receiving an inheritance, or dealing with the death of a spouse, each of these major life events requires careful financial planning. Heath Grossman, CFP® joins the Money Wisdom podcast to explore the essential financial considerations for these pivotal moments.
Here’s some of what we discuss in this episode:
- When you change jobs, you should pay attention to decisions about health insurance, retirement accounts, and rollovers.
- Why a Rollover IRA is usually a good decision for old accounts.
- What you need to be thinking about financially if you go through a divorce.
- Receiving an inheritance comes with some tax implications you should know about.
- The biggest financial challenges that you deal with after the loss of a spouse.
Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/
Contact our team: https://johnsonbrunetti.com/contact-us/
100 episoade
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