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Key Financial Decisions During Major Life Events

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Manage episode 371746167 series 2712818
Content provided by Michael Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Are you ready to take control of your finances during life's most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. From the excitement of marriage and the joy of welcoming a new child to the challenges of divorce and the loss of a loved one, we'll provide practical tips and guidance to help you make informed decisions and maintain financial stability.

In this episode, we’ll discuss:

  • The four things you need to communicate about when you get married. (2:48)
  • How your budget changes when you have a child. (10:51)
  • What is a good approach to saving money for college? (14:49)
  • Here are some of the key financial decisions that need to be made for retirement. (20:16)

Learn more: https://caffeinecashflow.com/

Contact Michael:

https://www.westpacwealth.com/team/michael-schulte michael.schulte@westpacwealth.com 702-767-4897

  continue reading

75 episodes

Artwork
iconShare
 
Manage episode 371746167 series 2712818
Content provided by Michael Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Are you ready to take control of your finances during life's most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. From the excitement of marriage and the joy of welcoming a new child to the challenges of divorce and the loss of a loved one, we'll provide practical tips and guidance to help you make informed decisions and maintain financial stability.

In this episode, we’ll discuss:

  • The four things you need to communicate about when you get married. (2:48)
  • How your budget changes when you have a child. (10:51)
  • What is a good approach to saving money for college? (14:49)
  • Here are some of the key financial decisions that need to be made for retirement. (20:16)

Learn more: https://caffeinecashflow.com/

Contact Michael:

https://www.westpacwealth.com/team/michael-schulte michael.schulte@westpacwealth.com 702-767-4897

  continue reading

75 episodes

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