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The Retirement That Almost Wasn't

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Manage episode 488679664 series 3618191
Content provided by Keith Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith Wilson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

What happens when you retire… and then unretire just four days later?

In this episode of That Financial Guy, I tell the true story of Jim — a 64-year-old IT professional who thought he was ready for retirement until a surprise tax bill and market dip sent him back to work by Tuesday.

We’ll walk through his short-lived retirement and unpack the three key lessons that could save you from the same fate:

  • Why retirement isn’t just a math problem
  • How tax diversification can make or break your income strategy
  • And the hidden risk of withdrawing in a down market

Whether you're a few years away or already retired, this episode offers real talk, real numbers, and a reminder that confidence without planning can be costly.

👉 Need help stress-testing your retirement? Visit www.wfa-nc.com

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...
For more resources: 👉 https://wfa-nc.com/insights
📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...
To schedule a complimentary consultation with me: 👉...

  continue reading

33 episodes

Artwork
iconShare
 
Manage episode 488679664 series 3618191
Content provided by Keith Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith Wilson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

What happens when you retire… and then unretire just four days later?

In this episode of That Financial Guy, I tell the true story of Jim — a 64-year-old IT professional who thought he was ready for retirement until a surprise tax bill and market dip sent him back to work by Tuesday.

We’ll walk through his short-lived retirement and unpack the three key lessons that could save you from the same fate:

  • Why retirement isn’t just a math problem
  • How tax diversification can make or break your income strategy
  • And the hidden risk of withdrawing in a down market

Whether you're a few years away or already retired, this episode offers real talk, real numbers, and a reminder that confidence without planning can be costly.

👉 Need help stress-testing your retirement? Visit www.wfa-nc.com

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...
For more resources: 👉 https://wfa-nc.com/insights
📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...
To schedule a complimentary consultation with me: 👉...

  continue reading

33 episodes

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