Retiring early sounds ideal—until it’s forced upon you. In this episode, Sean Mason breaks down how unexpected health issues, layoffs, and caregiving responsibilities often derail retirement timelines. Learn how to build a flexible, longevity-focused retirement plan that can absorb financial shocks and adapt to life’s curveballs. From Roth conversions to tax-loss harvesting and early retirement incentives, Sean shares strategies to help you stay ahead of the game.

Schedule your complimentary retirement plan discussion with the Mason Street Wealth Management team at 559-892-0002 or go to MasonStreetWealthManagement.com.

Tune into Sean on News Talk 580 and 105.9 KMJ Saturday at 3pm.

Sean is also teaching a Retirement Planning Class at CSU Fresno that is open to the public. Go to the events page to learn more and call the office, if you want to attend. https://masonstreetwealthmanagement.com/events/seminars/

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