Ep 40: Making Smart Decisions During Major Life Events

Most of us make a financial mistake (or two) in our lifetime, but there are circumstances that it's imperative to make the right decision. When major life decisions occur, you want to understand how they can affect your finances. 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 what you'll learn about mutual funds on the show: What you should consider when going through a job or career change as you approach retirement. (1:13) How an inheritance can be a blessing and a curse. (9:04) How to navigate becoming an empty nester. (13:16) Contact: If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/