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June 1, 2023 30 mins

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 six key life events. Each of these could have a major impact on your money and your future.

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. We understand that many of these can be stressful, which is why we always encourage you to have a financial professional on your side to help you through these events. 

 

Here's some of what we’ll discuss in this episode:  

  • The financial decisions that need to be made when getting married. (1:57)
  • The changes that impact you when you get remarried. (7:31)
  • Dealing with divorce or the death of a spouse. (13:29)
  • Job changes or retirement and the considerations you’ll need to make. (18:57)
  • What questions come up with a birth or child adoption? (20:45)

 

If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/

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