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When a Layoff Hits Late in Your Career: Retirement Planning Strategies That Work

Автор: Stonebridge Wealth Systems

Загружено: 2025-12-18

Просмотров: 21

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In this episode of The Retirement Compass, host Kristin Oakley sits down with Tim Kulhanek and Jeremy Gove of Stonebridge Wealth Systems to discuss the growing trend of unexpected job loss among Americans in their 50s and 60s—and how it can impact your retirement plans.

Layoffs, mergers, downsizing, and industry shifts are affecting workers across healthcare, manufacturing, agriculture, and beyond. The good news? A sudden job loss doesn’t have to derail your retirement—if you have the right plan in place.

📌In this episode, we cover:

✅Why more Americans are retiring earlier than planned (and not by choice)
✅Immediate steps to take after a job loss
✅How to manage cash flow, healthcare, and benefits during a transition
✅Avoiding costly retirement plan mistakes and tax penalties

🎙️Hosted by Tim Kulhanek and Jeremy Gove

🔍 Reduce the impact of taxes in retirement
Explore proven strategies designed to help minimize your lifetime tax burden:
👉 https://www.stonebridgetaxbill.com

🧭 Check your retirement readiness
See how prepared you really are—and where adjustments may be needed—by completing our Retirement Reality Check:
👉 https://www.stonebridgeretirement.net

🏛️ Protect your legacy
Make sure your estate and legacy plans are aligned with your goals by taking our Legacy & Estate Planning Readiness Quiz:
👉 https://www.stonebridgelegacy.net

📺 Stay connected with Stonebridge
Subscribe for ongoing insights from our advisors, featuring conversations on wealth management, investing, and long-term financial planning.

📍 Schedule your complimentary consultation
Meet with a Stonebridge advisor at one of our four locations.
Visit 👉 https://www.stonebridgeiwm.com/contact
Or call 📞 888-260-0926

#FinancialPlanning #WealthManagement #RetirementPlanning #StonebridgeWealthSystems

When a Layoff Hits Late in Your Career: Retirement Planning Strategies That Work

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