I lost my job right before retirement! What now?
06/04/19 • 32 min
Show Title
Retirement Repair Shop with Mary Beth Franklin
Show Description
Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.
Episode breakdown
Welcome to the Retirement Repair Shop with Mary Beth Franklin. In Episode 3, our host speaks with Monica Dwyer of Harvest Financial Advisers to examine the unfriendly reality of losing a job just before retirement.
This isn’t a unique problem. According to a survey by ProPublica and the Urban Institute, 56% suffer at least one layoff of other type of involuntary job separation after the age of 50.
More from Monica
Check out Monica’s website at https://www.monicadwyer-cfp.com/
Credits
Production sound engineer: Paul Schmitz
Post sound engineer: Boris Palacios
Music: DJ Throdown
For more information go to www.InvestmentNews.com/RepairShop
To share your retirement hurdles with us, or to ask a question or contact us, please email [email protected]
InvestmentNews Twitter: @investmentnews
Mary Beth Franklin Twitter: @MBFretirepro
InvestmentNews LinkedIn
InvestmentNews Facebook
Show Title
Retirement Repair Shop with Mary Beth Franklin
Show Description
Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.
Episode breakdown
Welcome to the Retirement Repair Shop with Mary Beth Franklin. In Episode 3, our host speaks with Monica Dwyer of Harvest Financial Advisers to examine the unfriendly reality of losing a job just before retirement.
This isn’t a unique problem. According to a survey by ProPublica and the Urban Institute, 56% suffer at least one layoff of other type of involuntary job separation after the age of 50.
More from Monica
Check out Monica’s website at https://www.monicadwyer-cfp.com/
Credits
Production sound engineer: Paul Schmitz
Post sound engineer: Boris Palacios
Music: DJ Throdown
For more information go to www.InvestmentNews.com/RepairShop
To share your retirement hurdles with us, or to ask a question or contact us, please email [email protected]
InvestmentNews Twitter: @investmentnews
Mary Beth Franklin Twitter: @MBFretirepro
InvestmentNews LinkedIn
InvestmentNews Facebook
Previous Episode
Will gray divorce ruin my retirement?
Show Description
Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.
Episode breakdown
Welcome to the Retirement Repair Shop with Mary Beth Franklin. On this episode, our host chats with Andrew McNair of Swan Capital to examine gray divorce and how it can hamper more than just your retirement savings.
About the guest
Retirement expert Andrew McNair is the president of Swan Capital. He specializes in the fields of retirement income, wealth preservation and estate planning. He has discussed retirement issues with hundreds of people and has helped many improve their retirement plan.
More from Andrew McNair:
Swan Capital’s website: http://www.swan-capital.com/andrew-mcnair.php
Credits
Production sound engineer: Paul Schmitz
Post sound engineer: Boris Palacios
Music: DJ Throdown
For more information go to www.InvestmentNews.com/RepairShop
To share your retirement hurdles with us, or to ask a question or contact us, please email [email protected]
InvestmentNews Twitter: @investmentnews
Mary Beth Franklin Twitter: @MBFretirepro
InvestmentNews LinkedIn
InvestmentNews Facebook
Next Episode
Can my retirement plan sustain long-term care and disability?
Show Title
Retirement Repair Shop with Mary Beth Franklin
Show Description
Just when you thought your retirement plan was safely on autopilot, life has a way of interrupting. Maybe you lost your job, or suddenly faced a health scare. Enter retirement expert Mary Beth Franklin, who has all the solutions — and knows the right experts — to help navigate any hazard.
Episode breakdown
Welcome back to the Retirement Repair Shop with Mary Beth Franklin. On this episode, Mary Beth speaks with Tom West with Signature Estate & Investment Advisors to examine disability planning because, as Tom points out, a long term care plan is not a "nice to have," but a "need to have" for every investor.
About the guest
Tom West is a Partner in the investment management and financial planning firm of Signature Estate & Investment Advisors and is a 2017 Signature/John Hancock Hall of Fame inductee. Mr. West is an industry expert who has focused on emphasizing the importance of cash flow in all stages of retirement with an emphasis on planning and asset management for families facing the challenge of health-related dependency due to disability, illness, or death.
More from Tom West
Visit his website https://www.seia.com/team/tom-west/
Credits
Production sound engineer: Joe Santoyo
Post sound engineer: Boris Palacios
Music: DJ Throdown
For more information go to www.InvestmentNews.com/RepairShop
To share your retirement hurdles with us, or to ask a question or contact us, please email [email protected]
InvestmentNews Twitter: @investmentnews
Mary Beth Franklin Twitter: @MBFretirepro
InvestmentNews LinkedIn
InvestmentNews Facebook
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