What To Do When Your Best Laid Plans Go Astray – Changes In Your Financial Phase

Consider This Program with Joe Clark, CFP, and Aaron Rheaume.
In this segment we will cover:

There are three distinct phases of finance that we all go through. It is not age-dependent. Each phase has unique objectives that must be stressed. Always begin with the end in mind. Why are you saving? How will you get the money out? How much do you need? Based on your previous experience, current situation, and future hopes and dreams, what would be wise for you to do at this time. Many times people’s lives are disrupted. We had the best of intentions, but things change. Job, relationships, health, and a myriad of other issues can through us off track. You can deal with the three phases of finance at almost any age while you are still working. Here is how you do it and what to consider.

Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

Want to sign up to receive the Market Carver?

Schedule a "Next Steps" Meeting

If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.

Receive our Consider This Program show-notes weekly.

After submitting this form you will be redirected to the show note archive where you can see past show notes. 

Have a Question? Let Joe Know!

Submit your question, and you might just hear it on an upcoming episode of “Consider This.”

Receive Our Free weekly Market Update Video

The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.

Staying Up To Date Is Crucial!

Stay educated and up to date on the market and your retirement. Sign up for our complimentary articles and insights.

*We will never sell your private information.

Access all of our checklists!

Important Update

Due to health and safety concerns for our families, friends and our team, we have made the difficult decision to temporarily close our offices in Lafayette, Brownsburg, Indianapolis and Anderson until January 4, 2021. Our team will remain available to you by phone and email to continue to offer you assistance with your service requests. Please do not hesitate to contact us with any questions you may have.

Questions? Give us a call at 1-800-928-4001.