Ep 24: Making Smart Decisions During Major Life Events

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Most of us will have made a financial mistake or two in our lifetime, some small, and some big. It’s much easier to make a big mistake when major life changes occur and emotions are at a high.

Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life.

Here’s a little of what you’ll learn on this episode:

  • What should I do with my 401(k) when changing jobs? (2:13)
  • How does divorce impact financial decisions? (4:32)
  • An inheritance can go to waste if you don’t know what to do with your money. (8:26)

If you have any questions about what we discussed today, please reach out and we’d be happy to set up a time to talk.

 

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SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

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(727) 754-8418

AthenianPCG@Cambridgesecure.com