Scenarios That Create Urgency in Your Financial Plan

Rockin’ Retirement with J’Neanne Theus

Even if we stay on top of our retirement planning, there are life events that shake up everything we’ve done or force us to rethink our path. In this episode, we identify some of those events that create a sense of urgency within us and discuss how to be best prepared if they happen to you.

Check out the full show notes for this episode here. ----more----

Today's rundown:

4:54 – Loss of a job creates urgency. J’Neanne shares a client story.

6:50 – Receiving an early retirement buyout offer.

8:31 – You should always be looking for opportunities even if you’re comfortable.

9:00 – When your retirement date is closing in on you.

11:10 – Why it’s difficult to plan for retirement over a short period of time.

12:25 – The death of a spouse.

14:09 – A market crash will get someone to react quickly.

19:26 – How can you plan for these things that aren’t expected?

18:56 – How to use these concerns to adjust your retirement plans.