When Life Gets Complicated: Why Pivot Moments Call for a Financial Advisor

20/06/2025 3 min

Listen "When Life Gets Complicated: Why Pivot Moments Call for a Financial Advisor"

Episode Synopsis

In this episode of the iWealth Podcast, Brad Connors and Mega Matt talk about those critical pivot moments—when life suddenly feels too much to manage alone.Whether it’s losing a loved one, going through a divorce, inheriting assets, or realizing retirement is closer than you thought, these events create financial and emotional complexity that can be overwhelming without the right guidance.💬 Why crisis points are when advisors are needed most 💬 The 4 major life events that often trigger a financial pivot 💬 How a good advisor helps you make smart decisions when emotions run high 💬 Why managing complexity, not just investments, is true valueLife throws challenges. You don't have to face them alone.#iWealthPodcast #FinancialPlanning #PivotMoments #LifeTransitions #InvestSmart #BradConnors #MegaMatt #FinancialFreedom #ManagingComplexity

More episodes of the podcast iWealth Podcast