29. 11 Important Moments to Call Your Financial Advisor

In this episode, financial advisor David Treece shares eleven critical moments when you should contact your financial advisor, from health shocks to geopolitical turmoil. Learn how to prepare and respond to life's financial huddles to secure your future.

01:30 Immediate health shock and its financial implications

03:59 Gray divorce and updating estate plans

05:51 Sudden windfalls and beneficiary reviews

08:00 Legislative changes affecting taxes and retirement accounts

09:06 Recognizing scams and verifying wire transfers

10:01 Loss of a spouse and estate considerations

12:56 Unexpected early layoffs and adjusting your plan

14:45 Large financial opportunities and market shifts

16:38 Market meltdowns and the importance of a downside-focused strategy

18:03 The importance of regular communication with your advisor

19:30 Geopolitical turmoil and black swan events