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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.

Mar 12, 2021

Certain life events impact you more than others, and the same can be said when it comes to your finances. When these things happen, it pushes you to react with much more urgency with your retirement planning. Let’s talk about which specific events require your immediate attention and why it’s important to evaluate your plan.

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-191-when-your-financial-plan-calls-for-urgency/ 

 

What we discuss on this episode: 

1:10 – Signs of an economic boom?

2:40 – Urgency due to loss of a job

4:43 – Early retirement buyout offer  

6:10 – Retirement is rapidly approaching

9:02 – Major medical expenses

10:51 – Death of a spouse