We can be blindsided at any time by bad news—a death, a job loss, a natural disaster—that makes it hard to know whether we’re still on solid financial ground.

On the latest episode of Wisdom and Wealth, we’re taking a closer look at smart ways to regain much-needed clarity if you’re faced with major uncertainty and steps you can take if you need to get back on track.

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:34 - Uncertainty can sneak up on us and impact our financial world

3:42 - The first step you can take when you're surprised by a life event

5:32 - What is a financial stress test?

7:12 - How a stress test can be leveraged in these moments

9:00 - Most people have gaps in the foundation of their financial plan

10:58 - Advice for navigating the emotions tied to a life event

13:40 - How Frank's team addresses gaps in the financial plan

16:00 - How to get in touch with Frank and his team to discuss further

18:02 - Closing remarks

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