Nearing Retirement But Facing Potential Layoff?

Unemployment numbers are near historic lows, but for some white-collar professionals, that does not tell the whole story.  Many are rightfully concerned their job is at risk, potentially harming a retirement plan that would otherwise be on track. 

 

Listen as Tyler Emrick, CFA®, CFP®, talks through what industries are getting hit the hardest and what you can do now to help protect your retirement in the face of job insecurity.

 

Here's some of what you'll learn in this episode: 

• What we're seeing in the workforce right now. (0:52)
• Studies show that people often don't work as long as they had planned. (4:17)
• What are some of the signs that financial trouble might be coming for your employer? (6:17)
• What is offered in an early retirement package? (10:11)
• What should you consider if you get caught up in a round of layoffs? (15:11)

 

Check out our podcast on Pension Lump Sums: https://www.truewealthdesign.com/ep-106-pension-lump-sums-you-may-need-to-act-now-in-2022/ 

 

 

Have questions?

 

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

http://bit.ly/calltruewealth