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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401k account, IRA, or an underperforming asset, Joel Johnson can answer your questions and make you more aware of issues that may affect you.

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Jun 14, 2024

Life is full of unexpected twists and turns, and some of these can have a significant impact on our financial well-being. Whether it's changing jobs, going through a divorce, receiving an inheritance, or dealing with the death of a spouse, each of these major life events requires careful financial planning. Heath Grossman, CFP® joins the Money Wisdom podcast to explore the essential financial considerations for these pivotal moments.


Here’s some of what we discuss in this episode:

  • When you change jobs, you should pay attention to decisions about health insurance, retirement accounts, and rollovers.
  • Why a Rollover IRA is usually a good decision for old accounts.
  • What you need to be thinking about financially if you go through a divorce.
  • Receiving an inheritance comes with some tax implications you should know about.
  • The biggest financial challenges that you deal with after the loss of a spouse.


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