Financial Transitions: Strategies for Marriage, Parenthood, and Retirement
Kelly Gay
This audiobook is narrated by a digital voice.
From getting married and starting a family to planning for retirement, this book offers practical advice and expert tips to navigate the financial aspects of life transitions with confidence. The book covers topics such as setting up joint bank accounts, creating a budget for a growing family, saving for your child's education, and planning for retirement years in advance. With real-life examples and step-by-step guides, readers will learn how to make sound financial decisions that will set them up for success during times of change. Whether you are a newlywed, a new parent, or approaching retirement, Financial Transitionsprovides the tools and resources you need to secure your financial future. With a focus on long-term planning and smart money management, this book will empower you to make informed choices that align with your goals and values. Don't let financial uncertainty hold you back during life's transitions.
Duration - 2h 22m.
Author - Kelly Gay.
Narrator - Digital Voice Madison G.
Published Date - Monday, 20 January 2025.
Copyright - © 2025 Se Hwan Park ©.
Location:
United States
Description:
This audiobook is narrated by a digital voice. From getting married and starting a family to planning for retirement, this book offers practical advice and expert tips to navigate the financial aspects of life transitions with confidence. The book covers topics such as setting up joint bank accounts, creating a budget for a growing family, saving for your child's education, and planning for retirement years in advance. With real-life examples and step-by-step guides, readers will learn how to make sound financial decisions that will set them up for success during times of change. Whether you are a newlywed, a new parent, or approaching retirement, Financial Transitionsprovides the tools and resources you need to secure your financial future. With a focus on long-term planning and smart money management, this book will empower you to make informed choices that align with your goals and values. Don't let financial uncertainty hold you back during life's transitions. Duration - 2h 22m. Author - Kelly Gay. Narrator - Digital Voice Madison G. Published Date - Monday, 20 January 2025. Copyright - © 2025 Se Hwan Park ©.
Language:
English
- Explanation of the importance of effective financial management during life transitions 6
Duration:00:02:38
- Overview of the various financial challenges that come with marriage, parenthood, retirement, etc. 9
Duration:00:02:29
Chapter 2: Building a Financial Foundation 11
Duration:00:00:02
- Tips on creating a budget and tracking expenses 13
Duration:00:03:15
- Importance of establishing an emergency fund 17
Duration:00:03:39
- Strategies for developing a solid financial plan 21
Duration:00:02:54
Chapter 3: Managing Finances as a Couple 24
Duration:00:00:02
- How to approach financial conversations with a partner 25
Duration:00:03:29
- Tips for merging finances and managing joint expenses 29
Duration:00:03:20
- Common pitfalls to avoid when handling finances as a couple 33
Duration:00:03:40
Chapter 4: Financial Planning for Parenthood 37
Duration:00:00:02
- Budgeting for baby expenses 38
Duration:00:02:52
- Investment strategies to secure your child's future 41
Duration:00:02:57
- Tips for saving for college tuition 45
Duration:00:03:13
Chapter 5: Navigating Retirement 48
Duration:00:00:02
- Strategies for efficiently saving for retirement 49
Duration:00:03:23
- Deciding when to retire and how to plan for a successful retirement 53
Duration:00:02:58
- Tips for managing finances during retirement 57
Duration:00:04:17
Chapter 6: Adjusting Your Financial Plan to Life Changes 61
Duration:00:00:03
- How to adapt your financial plan during unexpected life changes 62
Duration:00:03:37
- Tips for handling financial setbacks during major life transitions 66
Duration:00:03:44
- Strategies for maintaining financial stability through life's ups and downs 71
Duration:00:02:54
Chapter 7: Incorporating Insurance into Your Financial Plan 74
Duration:00:00:03
- Importance of various insurance options during different life transitions 75
Duration:00:02:37
- How to choose the right insurance policies for your needs 78
Duration:00:04:04
- Tips for minimizing risk through insurance 83
Duration:00:03:51
Chapter 8: Handling Debt During Life Transitions 87
Duration:00:00:03
- Strategies for managing debt while undergoing major life changes 88
Duration:00:03:23
- How to prioritize and pay off debt 92
Duration:00:03:46
- Tips for avoiding accruing more debt during financial transitions 97
Duration:00:02:51
Chapter 9: Investing for the Future 100
Duration:00:00:02
- Tips for building wealth for long-term financial security 101
Duration:00:02:49
- How to choose the right investment options for your goals 105
Duration:00:02:49
- Common investment mistakes to avoid 109
Duration:00:03:20
Chapter 10: Reviewing and Adjusting Your Financial Plan 112
Duration:00:00:03
- Reasons why it's important to regularly review your financial plan 113
Duration:00:02:41
- Strategies for making adjustments based on life changes 116
Duration:00:02:56
- Tips for staying on track with your financial goals 120
Duration:00:03:12
Chapter 11: Balancing Life and Money 123
Duration:00:00:02
- Importance of prioritizing both financial stability and personal fulfillment 124
Duration:00:02:54
- Strategies for finding a healthy balance between work, money, and personal relationships 127
Duration:00:04:09
- Tips for reducing financial stress and improving overall well-being 132
Duration:00:03:11
Chapter 12: Teaming Up with a Financial Advisor 135
Duration:00:00:03
- How a financial advisor can help you navigate major life transitions 136
Duration:00:04:00
- Tips for choosing the right financial advisor for your needs 141
Duration:00:03:10
- Questions to ask when seeking financial advice 145
Duration:00:03:06
Chapter 13: Teaching Children Financial Literacy 148
Duration:00:00:03
- Importance of instilling good money habits in children 150
Duration:00:03:23
- Strategies for teaching financial literacy at different ages 154
Duration:00:03:53
- Tips for raising financially responsible children 159
Duration:00:03:01
Chapter 14: Celebrating Financial Milestones 162
Duration:00:00:02
- Importance of acknowledging and celebrating financial successes 163
Duration:00:02:17
- How to set and achieve financial goals 166
Duration:00:02:35
- Tips for staying motivated on your financial journey 169
Duration:00:03:38
Chapter 15: Conclusion 173
Duration:00:00:01
- Recap of key insights and advice for managing finances during life transitions 174
Duration:00:02:37
- How to apply the principles in this book to your own financial journey 177
Duration:00:03:16
- Encouragement for taking control of your finances and achieving financial stability. 181
Duration:00:03:07