What if the most irreversible money decisions of your career all arrive in the same two weeks, while you are least able to think about them?
This is the third and final episode in a series on where good financial habits stop being enough. Today I walk through a job change as the moment the whole balance sheet gets handled at once, on a deadline.
I start with money I forfeited myself when I left a corporate career to start this firm. Then I walk through the four pieces that have clocks attached. Unvested equity you leave behind. Deferred comp that can pay out all at once. A rollover decision made in the first busy week. And the reachable cash that determines whether a gap between paychecks is manageable.
This week a single page with four things on it, done before you are anywhere near a decision, so that if the call comes, the deadline only applies to the paperwork.
Connect with Paul
If you're a working parent juggling a senior-level career and a growing family, and you're tired of coordinating four different advisors to run your financial life, I offer complimentary 30-minute conversations. Schedule one here.
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