
Sign up to save your podcasts
Or
You cut the paycheck cord and enter retirement. Then a spending goal unexpectedly increases...significantly. You can't simply continue to work longer, so what do you do?
Hear Kevin discuss real-life cases where clients had to provide financial support to their daughter going through a messy divorce and another situation where a client desired to buy a 2nd home. Though the situations were starkly different, the process to rework the retirement plan and evaluate tradeoffs was similar.
Life throws curveballs. Best to have a plan and process in place in advance on how to deal with them.
Timestamps:
4:18 - Client Story: Life Happens, Things Change
8:07 - Reworking The Plan For A Second Home
14:26 - Picking Up New Spending Goals
17:09 - Potentially Downsizing
18:12 - Taking A Second Look At Travel Expenses
20:14 - Providing Clarity
22:21 - Helping Clients Make Informed Decisions
4.4
2626 ratings
You cut the paycheck cord and enter retirement. Then a spending goal unexpectedly increases...significantly. You can't simply continue to work longer, so what do you do?
Hear Kevin discuss real-life cases where clients had to provide financial support to their daughter going through a messy divorce and another situation where a client desired to buy a 2nd home. Though the situations were starkly different, the process to rework the retirement plan and evaluate tradeoffs was similar.
Life throws curveballs. Best to have a plan and process in place in advance on how to deal with them.
Timestamps:
4:18 - Client Story: Life Happens, Things Change
8:07 - Reworking The Plan For A Second Home
14:26 - Picking Up New Spending Goals
17:09 - Potentially Downsizing
18:12 - Taking A Second Look At Travel Expenses
20:14 - Providing Clarity
22:21 - Helping Clients Make Informed Decisions
444 Listeners
775 Listeners
734 Listeners
1,286 Listeners
438 Listeners
497 Listeners
523 Listeners
656 Listeners
551 Listeners
877 Listeners
791 Listeners
131 Listeners
750 Listeners
168 Listeners
104 Listeners