What if staying longer at a job you enjoy creates challenges you didn’t expect in retirement? In this episode, Steve Standley explains why even those who plan to work longer should start preparing early for the transition ahead. He discusses how growing retirement accounts can trigger larger required withdrawals, affect taxes, and impact healthcare costs. The conversation also highlights the importance of regular plan reviews, adjusting for life changes, and keeping key details—like beneficiaries and insurance—up to date to avoid unexpected issues later on.

Ready for your Retirement Paycheck? Connect with Steve today.