#5 – Your 2018 Year-End Financial Checklist: Part 3
It’s time for part three of Marc Bautis’ financial planning series! Today, Marc details how you can plan for major life transitions, like selling a home or adopting a child.
In this episode, you’ll learn:
- How to determine if downsizing will actually save you money
- Four options for your 401(k) or retirement account if you change jobs
- What Americans’ number one motivator is for organizing their finances
- Marc’s recommendation for choosing a guardian for your estate plan
- And more!
Tune in now and learn how you can prepare confidently for your life transitions!
Resources:
2018 Year-End Financial Planning Checklist
