The Change of Plans Checklist

EPISODE RESOURCESThe Change of Plans ChecklistThe Holmes-Rahe Life Stress InventoryToni Collier's Money StoryChange of Plans Checklist PLUS Navigating the Financial Fallout of DivorceJoin us as we introduce the New Money New Problems Change of Plans Checklist, inspired by recent life upheavals and the Holmes–Rahe stress scale.in this episode, we discuss how both positive and negative life events can drive significant stress and financial consequences. We walk through the interactive checklist at newmoneynewproblems.com/changeofplans, which maps 52 life events across eight sections to impacted financial areas—taxes, investments, insurance, employee benefits, estate planning, and student loans—and assigns urgency levels (yellow, orange, red). We then demo the checklist while illustrating the changes from a pending divorce and outlines key actions.Whether life changes big or small, positive or negative, try out the checklist and share it with those you love!00:00 Life Events Money Impact01:16 Why This Checklist Exists02:17 Stress Scale Wake Up Call05:17 Checklist Demo Overview06:13 All Life Event Categories08:56 Break And Gap Finder09:45 Divorce Case Study Setup10:12 Divorce Taxes And Filing12:10 Insurance And Benefits Changes14:30 Investments And QDROs16:30 Estate Plan After Divorce18:18 Student Loans Divorce Fallout22:01 Summary PDF And Resources23:29 How To Use And ShareSupport the show