Planning for Major Life Events

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/