Retirement Elevated Podcast with Sean Lee

What to Do When Facing a Forced Retirement

July 8, 2021

For whatever reason, forced and early retirements do happen. What should you do? Sean talks through some strategies to make sure the transition is as smooth as possible.

 

Read more and get additional financial resources here: https://wp.me/paeqsR-cG 

 

What we discuss on this episode: 

0:24 - How does Sean celebrate the 4th of July? 

1:40 - Forced retirement unfortunately happens.   

4:11 - What ways can we cope with forced retirement?

5:47 - What kind of emotional and planning response could be triggered?

7:10 - When should you do more Roth conversions?

8:23 - What should you do first?