Planning for Major Life Events

Money Wisdom

Johnson Brunetti and Joel Johnson에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Johnson Brunetti and Joel Johnson 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

3M ago 17:02

MP3•에피소드 홈

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.

Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

Contact our team: https://johnsonbrunetti.com/contact-us/

100 에피소드

#Trading #Business #Joeljohnson #Moneywisdom #Retirement #Wealth #Joel Johnson #Johnson Brunettis #CFP®