Are You Financially Prepared for Life's Curveballs? | Brian Davis

What happens when life throws you a curveball you never planned for?

For Brian Davis, that moment came when his father was diagnosed with terminal prostate cancer. As Brian stepped in to help his parents navigate the diagnosis, he also discovered financial hardships he hadn't fully understood. That experience ultimately changed the direction of his own life and inspired him to leave his previous career and become a financial advisor.

In this episode of Curveballs and Lemonade, Judy Kogan sits down with Brian Davis, Financial Advisor and Retirement Income Certified Professional, for an important conversation about preparing financially for the expected and unexpected moments in life.

Brian breaks down financial and retirement planning in a way that feels approachable, including why retirement is about more than reaching a certain dollar amount, how long-term care can affect an entire family, why taxes matter when planning for retirement income, and what to do if you're in your 40s or 50s and feel like you're already behind.

They also discuss the "sandwich generation," balancing your own financial future while supporting children and aging parents, and why starting small today can make a meaningful difference years from now.

Most importantly, Brian reminds us that financial planning isn't about predicting every curveball. It's about building a plan that gives you options when life doesn't go according to plan.

Connect with Brian Davis:

LinkedIn: https://www.linkedin.com/in/brian-davis-ricp%C2%AE-8451644/

Email: briandavis.nm.com

New episodes of Curveballs and Lemonade drop every Thursday.

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Recorded and produced by Command Creative Studios: https://www.commandcreativestudios.com/

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