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 value
Life throws challenges. You don't have to face them alone.
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