How Do I Protect Myself Financially During Life Transitions?

Life doesn’t wait for your spreadsheet to catch up. Marriage, a new baby, a sudden job change, or a broken water heater can all test your finances at once, and we’re here to help you stay steady when everything shifts. Jason Taylor, CFP and creator of MyPocketFP breaks down a simple, durable approach: plan for the worst, automate the best, and adjust the rest.

We start with the foundation—how to map your essential expenses, choose the right savings targets, and decide what “enough” looks like for your emergency fund. From there we explore the real moments that force financial decisions: merging money as newlyweds, navigating divorce with clarity, rolling over accounts during a career move, and preventing lifestyle creep after a bonus or inheritance. Jason explains what makes a plan more complex (think rentals, business ownership, tax strategy, and estate planning) and why starting early saves time, money, and stress.

Insurance takes center stage as protection that keeps your plan alive when risk shows up. You’ll hear when term life is a smart move, why disability coverage might matter even more, and how to right-size your property policies so home disasters don’t derail long-term goals. We also get tactical: setting alerts for savings dips, tracking net worth, and using My Pocket FP to keep you accountable through transitions. Along the way we talk about money mindsets formed in childhood and how to teach kids the value behind a “yes” or “not now.”

If you want a resilient money system that works through weddings, layoffs, promotions, and surprise repairs, this conversation gives you the checklist and the confidence to act. Subscribe, share with a friend who’s in a big life change, and leave a review with your top takeaway—we read every one.

To learn more about MyPocketFP visit:
https://www.MyPocketFP.com
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