Connect with us

Financial Podcasts

How to Plan for Major Life Transitions


It’s time for part three of Marc Bautis’ financial planning series! Today, Marc details how you can plan for major life transitions, like selling a home or adopting a child.

Related: Your 2018 Year-End Financial Checklist

In this episode, you’ll learn:

  • How to determine if downsizing will actually save you money
  • Four options for your 401(k) or retirement account if you change jobs
  • What Americans’ number one motivator is for organizing their finances
  • Marc’s recommendation for choosing a guardian for your estate plan
  • And more!

Tune in now and learn how you can prepare confidently for your life transitions!

Continue Reading