How do you know when it’s time to make updates to your retirement plan? With a personal story as the backdrop, Scott explores two major categories of life changes that can (and should) influence your financial strategy.
The first category revolves around changes in financial needs. Whether it's an unexpected job change, a decision to retire earlier than planned, or simply wanting to take on new travel adventures, these scenarios require careful consideration and potential updates to your investment and income plans. The second category focuses on family changes. Scott explains how family dynamics, whether it's a marriage, divorce, or the birth of a grandchild, can affect your retirement plan.
Join us today as we talk about the importance of maintaining a flexible and adaptable strategy that can accommodate the unexpected twists and turns of life!
Here’s some of what we discuss in this episode:
0:00 – Intro
3:53 – Changes in your financial needs
10:09 – Family changes and impact on your retirement plan
15:49 – Wrapping up
Want to get in touch?
Web: https://sierensfinancialgroup.com/
Email: office@sierensfinancialgroup.com
Phone: 847-235-6989
Read more and get additional financial resources here: http://lifemoneyshow.com
Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ
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