We can be blindsided at any time by bad news. Perhaps it's a death, a job loss, or a natural disaster? Either way, these difficult life events make it hard to know whether we’re still on solid financial ground.

In the latest installment of Optimizing Your Financial World, we’re taking a closer look at smart ways to regain much-needed clarity if you’re faced with major uncertainty, as well as steps you can take if you need to get back on track.

Chapters:

0:00 - Introduction and overview on the topic of the day

1:47 - We're not immune from challenges and stressful events

4:09 - The first move someone can make when experiencing sudden shock

6:35 - Developing an in-depth assessment of a client's unique situation

9:42 - Examining the existing financial strategies currently being leveraged

12:15 - Are most people protected in the event of a sudden challenge in their life?

14:30 - Mark's advice for staying calm when faced with stress and a loss of control

18:42 - How Mark's team navigates negative situations when an assessment reveals something bad

22:07 - The bottomline and key takeaways

24:17 - How to get in touch with Mark and his team

25:21 - Closing remarks

Connect with Mark Wade:

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