Smart Planning During Times of Career Transition

When you find yourself amidst a career transition, be it by choice or circumstance, the path forward can seem fraught with financial uncertainty and healthcare coverage concerns. It's a time when the right advice can make a world of difference, which is why we brought Jake Dozer, CFP® onto the podcast to help navigate this stressful time.

Whether you're considering a shift to a new industry, pondering semi-retirement, or stepping into the realm of self-employment, it's essential to have a strategy that supports both wealth and health, and we’ll cover that in this episode.

 

Here’s some of what we discuss in this episode:

The workforce changes we’ve seen in Connecticut over the past 18 months. The trends we’ve seen from our clients as it relates to work in retirement. Weighing the option to become self-employed. What health insurance options do you have when you’re in between jobs. Is this a good time to do a 401k rollover?

 

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