When Life Changes, Your Financial Plan Should Too

In this solo episode of Money on the Table, host Skye Layson explores how major life transitions—from planned events like retirement to sudden shifts like job changes or personal loss—require timely adjustments to your financial plan. She breaks down essential steps to take during these pivot points, including reviewing beneficiary designations, updating tax withholdings, and re-evaluating insurance coverage and cash reserves. Skye emphasizes the importance of pacing yourself through emotional decisions and leaning on a trusted advisor to ensure your finances stay aligned with your evolving life goals.