EPISODE RESOURCES

The Change of Plans Checklist

The Holmes-Rahe Life Stress Inventory

Toni Collier's Money Story

Change of Plans Checklist PLUS Navigating the Financial Fallout of Divorce

Join us as we introduce the New Money New Problems Change of Plans Checklist, inspired by recent life upheavals and the Holmes–Rahe stress scale.in this episode, we discuss how both positive and negative life events can drive significant stress and financial consequences. 

We walk through the interactive checklist at newmoneynewproblems.com/changeofplans, which maps 52 life events across eight sections to impacted financial areas—taxes, investments, insurance, employee benefits, estate planning, and student loans—and assigns urgency levels (yellow, orange, red). We then demo the checklist while illustrating the changes from a pending divorce and outlines key actions.

Whether life changes big or small, positive or negative, try out the checklist and share it with those you love!

00:00 Life Events Money Impact
01:16 Why This Checklist Exists
02:17 Stress Scale Wake Up Call
05:17 Checklist Demo Overview
06:13 All Life Event Categories
08:56 Break And Gap Finder
09:45 Divorce Case Study Setup
10:12 Divorce Taxes And Filing
12:10 Insurance And Benefits Changes
14:30 Investments And QDROs
16:30 Estate Plan After Divorce
18:18 Student Loans Divorce Fallout
22:01 Summary PDF And Resources
23:29 How To Use And Share

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