Ep. 86 What Financial Decisions Should I Prepare for Years in Advance?

Send us Fan Mail Some of the biggest financial moments in life do not always happen on schedule. Retirement can come earlier than expected, aging parents may suddenly need help, an inheritance can arrive during an emotional time, a business sale can quickly change your financial picture, and an estate plan may need to work long after you are gone. In this episode, Mike and Madison discuss five major financial moments that may only happen once and why the most important work often begins years before the decision itself. They cover retirement income and sequence of returns risk, planning for aging parents, handling an inheritance, preparing for a business transition, and making sure an estate plan goes beyond simply signing documents.