What would you do if your job were suddenly outsourced in your 60s? Greg and Kristen talk about how to prepare—financially and emotionally—for a retirement that may come sooner than expected.

 

A woman in her early 60s called the team worried that her position might be outsourced—a fear that’s becoming more common as companies evolve and technology reshapes the workplace. Greg and Kristen explore what to do if you’re facing a possible forced retirement: from taking an honest look at your spending and savings (401(k), IRA, pension, etc), to building a flexible income plan that can adapt when life changes. They also share stories from families who’ve discovered the freedom that comes from simply knowing they’re ready—plus, the importance of working with an advisor who builds a plan around you, not a product.

 

✅ Your retirement deserves a plan—grab your complimentary consultation.

 

🔑 Keywords: forced retirement planning, early retirement at 60, retirement after job loss, preparing for early retirement, retirement income planning, flexible income plan, retirement readiness, financial planning after layoff, 401(k) IRA pension, retirement planning for women over 60, Greg and Kristen Taylor, Legacy Retirement Group, Winning Retirement podcast, retirement advisor, financial freedom in retirement, job outsourcing and retirement

What would you do if your job were suddenly outsourced in your 60s? Greg and Kristen talk about how to prepare&mdash;financially and emotionally&mdash;for a retirement that may come sooner than expected.
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A woman in her early 60s called the team worried that her position might be outsourced&mdash;a fear that&rsquo;s becoming more common as companies evolve and technology reshapes the workplace. Greg and Kristen explore what to do if you&rsquo;re facing a possible forced retirement: from taking an honest look at your spending and savings (401(k), IRA, pension, etc), to building a flexible income plan that can adapt when life changes. They also share stories from families who&rsquo;ve discovered the freedom that comes from simply knowing they&rsquo;re ready&mdash;plus, the importance of working with an advisor who builds a plan around you, not a product.
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✅ Your retirement deserves a plan&mdash;grab your <a href="https://www.legacyretirementgroup.com/schedule-an-appointment">complimentary consultation</a>.
&nbsp;
🔑 Keywords: forced retirement planning, early retirement at 60, retirement after job loss, preparing for early retirement, retirement income planning, flexible income plan, retirement readiness, financial planning after layoff, 401(k) IRA pension, retirement planning for women over 60, Greg and Kristen Taylor, Legacy Retirement Group, Winning Retirement podcast, retirement advisor, financial freedom in retirement, job outsourcing and retirement

🎙️ Greg and Kristen Taylor, along with their co-host Kristen Charles, explore down-to-earth tips and strategies to help pre and current retirees better achieve their goals.

📊 With discussions about everything from balancing risk, to 401(k) rollovers, Roth conversions, pension decisions, withdrawal strategies, taxes in retirement, income planning, Social Security, and most importantly... your lifestyle!

👫 Greg and Kristin's goal is to help you have confidence in your transition into retirement, and for years to come by helping you create a personalized plan for your retirement.

Have specific questions? Schedule a 15-minute call with a team member.

Greg Taylor is an investment adviser representative of Legacy Advisory Network, LLC, a registered investment advisor with the state of Ohio. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. Legacy Advisory Network, LLC, and this radio station are not affiliated. The investment ideas and financial vehicles discussed here should not be considered to be personalized investment advice, nor are these recommendations to buy or sell any particular investment or product. The information should not be considered tax or legal advice. Individuals should first consult with competent tax, legal, accounting, and other professionals regarding the applicability and suitability of any investment ideas. Past performance is not a guarantee of future results. Investments will fluctuate, and when redeemed may be worth more or less than when originally invested. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company.

🎙️ Greg and Kristen Taylor, along with their co-host Kristen Charles, explore down-to-earth tips and strategies to help pre and current retirees better achieve their goals.
📊 With discussions about everything from balancing risk, to 401(k) rollovers, Roth conversions, pension decisions, withdrawal strategies, taxes in retirement, income planning, Social Security, and most importantly... your lifestyle!
👫 Greg and Kristin's goal is to help you have confidence in your transition into retirement, and for years to come by helping you create a personalized plan for your retirement.
Have specific questions? <a href="https://www.legacyretirementgroup.com/schedule-an-appointment">Schedule a 15-minute call</a> with a team member.
<hr>
Greg Taylor is an investment adviser representative of Legacy Advisory Network, LLC, a registered investment advisor with the state of Ohio. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. Legacy Advisory Network, LLC, and this radio station are not affiliated. The investment ideas and financial vehicles discussed here should not be considered to be personalized investment advice, nor are these recommendations to buy or sell any particular investment or product. The information should not be considered tax or legal advice. Individuals should first consult with competent tax, legal, accounting, and other professionals regarding the applicability and suitability of any investment ideas. Past performance is not a guarantee of future results. Investments will fluctuate, and when redeemed may be worth more or less than when originally invested. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company.

Insight for those near and in retirement.

Winning Retirement Radio

🎙️ Greg and Kristen Taylor, along with their co-host Kristen Charles, explore down-to-earth tips and strategies to help pre and current retirees better achieve their goals.

📊 With discussions about everything from balancing risk, to 401(k) rollovers, Roth conversions, pension decisions, withdrawal strategies, taxes in retirement, income planning, Social Security, and most importantly... your lifestyle!

👫 Greg and Kristin's goal is to help you have confidence in your transition into retirement, and for years to come by helping you create a personalized plan for your retirement.

🎙️ Greg and Kristen Taylor, along with their co-host Kristen Charles, explore down-to-earth tips and strategies to help pre and current retirees better achieve their goals.
📊 With discussions about everything from balancing risk, to 401(k) rollovers, Roth conversions, pension decisions, withdrawal strategies, taxes in retirement, income planning, Social Security, and most importantly... your lifestyle!
👫 Greg and Kristin's goal is to help you have confidence in your transition into retirement, and for years to come by helping you create a personalized plan for your retirement.

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