199. Five Powerful Questions To Ask Before Making a Major Financial Decision

199. Five Powerful Questions To Ask Before Making a Major Financial Decision

From Financial Pathway by Nate Skelly

June 3, 2026 · 14 min

About this episode

Nate Skelly discusses five essential questions to consider before making significant financial decisions.

Are you facing a big financial decision right now? When do I retire, when do I take Social Security, whether I need to make investment changes, or should I move? Here are 5 of my favorite questions to ask when facing a tough money choice. I use them often, and I hope they will be helpful to you too.

People in this episode

Host: Nate Skelly

Topics covered

  • financial decision making
  • retirement planning
  • investment strategies
  • Social Security
  • money management

Keywords

  • financial decisions
  • retirement
  • Social Security
  • investment changes
  • money choices

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