What happens when retirement arrives before you're ready, or when AI starts giving financial answers faster than people can?

In this episode, Charles Winfrey explores the challenges of unexpected retirement, including Social Security timing, healthcare gaps before Medicare, and creating an income plan that can adapt to real life. He also discusses where artificial intelligence fits into financial planning, why technology can help with calculations but not personal judgment, and the importance of balancing spending, savings, and long-term goals. Plus, learn how the first five years of retirement can shape decades of financial decisions and why having a plan matters as much as building your nest egg.

Hear The Tax Smart Retirement show every Sunday at 6am WAMJ 107.5/97.5 Powered by The Rollover Company.

For more information and to schedule a complimentary consultation with Charles Winfrey, visit www.Rollovercompany.com.