The Retirement That Almost Wasn't
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The Retirement That Almost Wasn't
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About this listen
What happens when you retire… and then unretire just four days later?
In this episode of That Financial Guy, I tell the true story of Jim — a 64-year-old IT professional who thought he was ready for retirement until a surprise tax bill and market dip sent him back to work by Tuesday.
We’ll walk through his short-lived retirement and unpack the three key lessons that could save you from the same fate:
- Why retirement isn’t just a math problem
- How tax diversification can make or break your income strategy
- And the hidden risk of withdrawing in a down market
Whether you're a few years away or already retired, this episode offers real talk, real numbers, and a reminder that confidence without planning can be costly.
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