EPISODE · May 15, 2026 · 19 MIN
Episode 112: The Hidden Financial Pitfalls of Unretirement
from Informed Aging · host Robin Rountree
Send us Fan MailMany people retire expecting financial stability—only to realize later they need or want to return to work. This growing trend, known as “unretirement,” can offer purpose and income… but it also comes with hidden financial consequences.In this episode of Informed Aging, Robin Rountree sits down with John Davis, CFP® and IRS Enrolled Agent, to break down what happens when you go back to work after claiming Social Security. From benefit reductions to unexpected taxes and planning opportunities, this conversation helps listeners make informed decisions before reentering the workforce.John Davis is a Certified Financial Planner (CFP®) and IRS Enrolled Agent (EA) specializing in retirement planning and tax strategy. He works with clients nationwide to help them make informed decisions about their financial future.Connect with John Davis Website: jkdfinancial.com Email: [email protected] Phone: (417) 267-1042Support the Alzheimer's & Dementia Resource Center
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What this episode covers
Send us Fan Mail Many people retire expecting financial stability—only to realize later they need or want to return to work. This growing trend, known as “unretirement,” can offer purpose and income… but it also comes with hidden financial consequences. In this episode of Informed Aging, Robin Rountree sits down with John Davis, CFP® and IRS Enrolled Agent, to break down what happens when you go back to work after claiming Social Security. From benefit reductions to unexpected taxes and plann...
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Episode 112: The Hidden Financial Pitfalls of Unretirement
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