Episode 27 - When Life Throws You Curveballs
Update: 2024-03-11
Description
In this episode of Blue Money, Jim and Kevin are talking about pivoting and making changes even when life doesn’t always go as planned. Jim, one of the cohosts of Blue Money podcast, recently had some major life changes occur, resulting in accelerating a timeline he had had outlined for himself. So Jim is speaking from first-hand experience in this episode.
Jim explains how beneficial his long-term financial plan or portfolio that he’s had set up has been through this process. Whether it be due to retirement, health issues, family changes, or anything else, the guys at Valley Financial Group just want you to be well-prepared in case something happens.
The guys have a discussion about the importance of having a financial plan in place. They answer your questions about fees. Kevin wants you to have a goal, and listening to this podcast will help you get there.
5 Ways Financial Planning Can Help:
https://www.schwab.com/learn/story/5-ways-financial-planning-can-help
To contact Lt. Jim Donnelly: jim@valleyfinancial.com
To contact Kevin McGarry: kevin@valleyfinancial.com
For a free financial assessment, or for more information visit valleyfinancial.com
Jim explains how beneficial his long-term financial plan or portfolio that he’s had set up has been through this process. Whether it be due to retirement, health issues, family changes, or anything else, the guys at Valley Financial Group just want you to be well-prepared in case something happens.
The guys have a discussion about the importance of having a financial plan in place. They answer your questions about fees. Kevin wants you to have a goal, and listening to this podcast will help you get there.
5 Ways Financial Planning Can Help:
https://www.schwab.com/learn/story/5-ways-financial-planning-can-help
To contact Lt. Jim Donnelly: jim@valleyfinancial.com
To contact Kevin McGarry: kevin@valleyfinancial.com
For a free financial assessment, or for more information visit valleyfinancial.com
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