You never know what life is going to bring your way, and the biggest events often carry a huge financial component to them. Not only do they change our life as a person, but they force us to make some difficult decisions that impact our money.
Are you ready to take control of your finances during life’s most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. From the excitement of marriage and the joy of welcoming a new child to the challenges of divorce and the loss of a loved one, we’ll provide practical tips and guidance to help you make informed decisions and maintain financial stability.
In this episode, we’ll discuss:
- The four things you need to communicate about when you get married. [2:48]
- How your budget changes when you have a child. [10:51]
- What is a good approach to saving money for college? [14:49]
- Here are some of the key financial decisions that need to be made for retirement. [20:16]
If you have any questions about how you can better prepare for your retirement future, don’t hesitate to reach out to Michael Schulte for help.
He’s a Financial Advisor and Certified Business Exit Planner at WestPac Wealth Partners. His daily mission is to help families and business owners make smart financial decisions so they can live on their own terms for the rest of their lives, regardless of what life events and opportunities come their way.
Call Michael at 702-767-4897 with any of your questions or email michael.schulte@westpacwealth.com.
