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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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  1. All Episodes
  2. When Your Financial Plan Calls for Urgency

When Your Financial Plan Calls for Urgency

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