Episode 10: When Procrastination Turns Into Urgency!

May 15, 2021

It can be easy to kick the can down the road with your financial plan. However, it is important to discuss certain situations that can create an immediate sense of urgency with your finances.

  • Important steps if you are laid off or are offered a severance package.
  • Retirement buyouts and need to know checkpoints.
  • Death of a spouse and how to reduce financial stress…and much more!