Planning for Major Life Events

Money Wisdom

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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.

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