• Navigating Financial Forks: When to Call a Financial Advisor

  • Nov 1 2024
  • Length: 38 mins
  • Podcast

Navigating Financial Forks: When to Call a Financial Advisor

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  • Summary

  • On this week’s Best of Simply Money podcast, Amy and Steve dive into pivotal life moments when reaching out to a financial advisor becomes essential. Whether it's an unexpected increase in income, a sudden job loss, or other major life changes, they discuss the importance of seeking professional guidance to navigate these financial crossroads effectively.

    They also explore the unique challenges faced by high earners not retired yet (HENRYs), offering strategies for tax-efficient savings and investment opportunities. From leveraging 401k contributions to maximizing health savings accounts and non-qualified deferred compensation plans, Amy and Steve provide valuable insights to help listeners make the most of their financial situation.

    Plus, they address the significance of open communication in relationships during financial transitions, such as marriage or divorce.
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