Finances & the Unexpected: Planning for Life's Curveballs episode artwork

EPISODE · Jun 13, 2025 · 21 MIN

Finances & the Unexpected: Planning for Life's Curveballs

from The Finance Things in Life · host The Pitti Group

Life happens, marriage, divorce, kids, loss, and each event can shake up your financial world. In this episode of The Finance Things in Life, Matt and Anthony from The Pitti Group Wealth Management dive into how major life events can impact your financial plan and what steps you can take to stay ahead.From making sure your spouse knows where the accounts are to discovering bonds in a shoebox in the freezer (yes, really), this episode is packed with real stories, practical tools like the Life Folio Checklist, and advice on preparing for the unexpected. Whether you're newly married or navigating a loss, don't miss these essential tips to keep your financial life organized and your loved ones protected.The Pitti Group Wealth Management LLC (“The Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Pitti Group and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute investment advice, and it should not be relied onas such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status, or investment horizon. You should consult your attorney or tax advisor.

Episode metadata supplied by the publisher feed · Published Jun 13, 2025

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Finances & the Unexpected: Planning for Life's Curveballs

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