12 - Planning for Major Life Events

Life's biggest milestones—getting married, having a baby, buying a home—are also major financial events. Joined by CFO Barron D. Kennedy, IV, we discuss the key financial conversations and action steps for these exciting transitions. Learn how to have the "money talk" with your partner before getting married, the non-negotiable financial steps to take when a child is on the way, and how to avoid being "house poor" by buying what you can comfortably afford, not just what you're approved for.Send us Fan MailIs your sensitive financial data sitting in an unsecured mailbox? Switching to e-Statements is one of the easiest ways to protect yourself from identity theft. Moving your records from the street into our high-security digital vault provides faster access, clears the clutter, and keeps your information safe. Subscribe today, wherever you listen to your podcasts (Spotify, Apple Podcast, etc.) and send your questions to [email protected].