Ep 30: Making Smart Decisions During Major Life Events
Widow, Wisdom & Wealth with Donna Kendrick
English - November 22, 2022 10:00 - 20 minutes - 20.2 MB - ★★★★★ - 5 ratingsInvesting Business 401k cfp financial ira investing retire retirement roth divorce donnakendrick Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep 29: The Retirement Marathon - Finishing The Race
Next Episode: Ep 31: When Your Advisor Feels Like a counselor
You need to make smart decisions during major life events, and we are here to help guide you. Whether it's a job change or divorce, we recommend taking three months to work everything out.
Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process. We’ll explain how to handle big changes the right way.
On this episode, we’ll share:
How to handle a job change. (3:09) How to handle divorce. (5:48) How to handle an inheritance. (8:54)If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.
Check out Donna’s new book coming out soon: https://www.widow-wisdom.com/
Get additional financial information: https://sephtonfinancial.com/podcasts/