In this episode, we explore practical strategies to alleviate the financial strain that often accompanies five major life transitions:

Relocating to new places

Navigating career or job changes

Managing finances through relationship shifts

Coping with unexpected health events

Finding stability during times of loss or grief.

Tune in to discover expert insights and actionable tips for achieving financial peace of mind during these pivotal moments in life.

Connect with Danette Lowe, CFP®https://linktr.ee/trunorthwealth

Visit Our Website: https://www.TruNorthWealth.com

Episode Summary:

In this episode of the Ready to Retire podcast, Danette explores the financial implications of five major life transitions: relocation, career or job changes, relationship changes, health events, and loss or grief events.

She emphasizes the importance of having a solid financial plan in place to navigate these transitions. Danette also offers practical advice, such as the significance of health insurance decisions, managing old 401(k) plans, and considering life insurance during career changes.

She discusses the financial aspects of relocating, including trust updates and home investments, and highlights the importance of self-care during health transitions. In times of relationship changes, Danette emphasizes the need to reevaluate asset titling and life insurance.

Lastly, she addresses the challenges of grief and loss transitions, urging caution in making major decisions and recommending journaling as a helpful tool.

This episode provides valuable guidance on managing finances during life's most significant changes.

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About Danette:

Professional Journey- As the Founder and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders. We invite you to join our extended family and experience the TruNorth Wealth difference.

Danette Lowe, CFP®

Founder – Wealth Advisor

TruNorth Wealth Management, LLC

1662 HWY 395 N, Suite 203, Minden, NV 89423

Connect with Danette @ https://linktr.ee/trunorthwealth

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. TruNorth Wealth and Cambridge are not affiliated.