One of the most common questions we get is around how to plan for the unexpected, and today Laura and Jeremiah are tackling the complexities of navigating unexpected life events from a financial planning perspective.
They explore how life pivots—whether it’s an unexpected inheritance, business sale, or personal loss—can reshape retirement plans and long-term goals. The conversation underscores the role of financial advisors as thought partners who help clients maintain financial hygiene, revise their strategies, and communicate openly about goals as life changes unfold.
In this episode:
- You can’t plan for the unexpected, but you can prepare for it.
- Financial advisors should be thought partners, not just money managers.
- An unexpected inheritance can significantly shift a retirement plan.
- Life pivots often require a revision of life goals and financial strategies.
- Open, ongoing conversations about money are essential.
- Maintaining financial hygiene—like building an emergency fund—is key.
- Clear financial visibility empowers better decision-making during transitions.
- Supporting survivor spouses is crucial in times of loss.
- Creating a safe space for financial dialogue can strengthen relationships.
Reach out at [email protected]
Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: Jeremiah@tricordadvisors.com
Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: [email protected]
Connect with Randy:
LinkedIn: https://www.linkedin.com/in/rkbarkley/
Email: Randy@tricordadv.com
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