The only certainty in life is that we have no idea what tomorrow will bring. Even the best laid plans can change in an instant, but a well-constructed financial plan will ease the burden during these life events.
In this episode, we’re spending some time with BA Schrock’s Colleen LeMasters, CFP® to share our process for helping and assisting clients when the face these significant changes that disrupt life and retirement. This is a conversation that we can approach from multiple angles so we’ve broken it out into two parts. In this part one, we’re going to talk about these life changes from a non-retirement perspective.
Here’s some of what you’ll learn on this episode:
Dealing with the loss of a spouse. (1:17)
Replacing lost income if something were to happen to you. (4:00)
How we can help someone going through the divorce process. (7:05)
What you should think about when you change jobs. (9:49)
No life change is too big or too small to ask for help. (13:48)