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.

Join us as Lee shares insights into seven of life’s most pivotal moments, along with the financial challenges that accompany them. He’ll discuss his thoughts on how to navigate these times effectively and will dive into the various expenses you should consider when formulating your planning strategy. Then, he’ll answer a few recent listener questions from the mailbag.

Don’t miss out on this enlightening discussion with Lee, as he shares advice on being prepared for unexpected twists and turns!

Here’s what we’ll discuss in this episode:

  • Combining your finances after marriage + prenuptial agreements. (3:16)
  • Planning for what-if scenarios, such as job changes. (9:02)
  • Financial changes that occur after having or adopting children. (12:00)
  • Making financial decisions after the death of a spouse. (16:09)
  • Financial decisions leading up to retirement. (22:02)
  • Mailbag: What do early retirement offers usually include and how can I be prepared? (25:36)

If you have any questions about what we discuss, set up a meeting with us anytime by visiting