The Retirement That Almost Wasn't

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 problemHow tax diversification can make or break your income strategyAnd the hidden risk of withdrawing in a down marketWhether 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.👉 Need help stress-testing your retirement? Visit www.wfa-nc.comHelping you to be wise with your money!To see more videos discussing personal finance Subscribe:https://www.youtube.com/channel/UCbDA...For more resources: 👉   https://wfa-nc.com/insights 📝 Get your Free Retirement Plan checkuphttps://wfa-nc.com/retirement-plan-ch...To schedule a complimentary consultation with me: 👉...