Most people know to see a doctor when something changes with their health—but what about your financial health? In this episode of The Future of Finance, host Marissa Wood shares the 10 most important life events that should signal it's time to meet with a financial advisor. Whether you've changed jobs, gotten married, received an inheritance, or are nearing retirement, your financial strategy needs to evolve with your life. This episode is packed with practical advice for every life stage, from growing families to recent retirees. If you've experienced any major life change lately—this one's for you. 📞 Schedule your check-in at https://union-financial.com 🎯 Free Zoom, phone, or in-person consultations available. ⏱️ Timestamps 00:00 – Intro: What health and finance have in common 01:00 – Why major life events = time for a financial checkup UFS_Rec 4_10 Life Events For Fi… 01:25 – 1. Job Change: Rollover old 401(k)s, set up new plans 03:00 – 2. Marriage: New tax brackets, budgets, and combining finances 04:10 – 3. Moving: Update your address and invest home equity 05:45 – 4. New Child: College savings, custodial accounts, life insurance 07:12 – 5. Paying Off Debt: What to do with that freed-up cash 08:14 – 6. Inheritance or Lawsuit Settlement: How to avoid blowing a windfall 10:31 – 7. Divorce: Protecting your new financial reality 11:35 – 8. Loss of a Spouse: Estate transfers, income loss, and mistakes to avoid 14:06 – 9. Turning 59½: Access retirement accounts with no penalties 15:57 – 10. Retirement: Planning your income, Social Security, and legacy 17:12 – Key Takeaway: Life doesn't stand still—your financial plan shouldn't either 17:51 – How to book a free meeting with Union Financial Services ✅ Bonus Resources: 💼 Roll over a 401(k) 🧒 Open a 529 or custodial account 🛡️ Set up life insurance 💵 Inheritance investment strategies 🔁 In-service rollovers after 59½ 📈 Maximize Social Security decisions 👍 Like, share, and subscribe for practical financial strategies built for real life. 🔔 New episodes drop every other Thursday on YouTube, Spotify, and Apple Podcasts.