The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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We’re back to wrap up our discussion on financial decision-making during key life events. In part two, we’re covering the last 4 pivotal life moments that you might face, including caring for loved ones, unexpected medical complications, retirement, and the loss of a loved one. Shari will provide practical tips and guidance to help you make informed decisions and maintain financial stability throughout these times.
Here’s some of what we’ll discuss in this episode:
- The financial impacts of caring for family members in your home. (2:04)
- How medical issues and disabilities can uproot your plans. (5:42)
- The importance of investing for the long term. (8:13)
- Making financial decisions after the loss of a loved one. (14:36)
- Why it’s so valuable for you and your spouse to have a relationship with your advisor. (16:57)
Schedule a meeting with Shari: https://greenwaywealthadvisory.com/get-in-touch/
Want to learn more? Vist us online: https://greenwaywealthadvisory.com/podcast/
74 episodes