About Life Events
In this episode, hosts Jeremy Scott and Roy Hucke dive deep into the world of life transitions—those major moments that shape our financial futures. From marriage, parenthood, and retirement to job changes, buying a home, and even handling unexpected loss, these pivotal events come with financial ramifications that are often overlooked.
What you'll learn in this episode:
✅ The most common life transitions that impact finances
✅ How to prepare for financial shifts during major life events
✅ The importance of estate planning & updating beneficiaries
✅ Why job transitions are a key moment to…
The skinny
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