Mark and Evan discuss the financial decisions that become especially important when a late-career layoff changes your retirement plans. From evaluating your income needs to understanding Social Security, healthcare, and retirement account rules, they explain practical steps to help you make informed decisions during an uncertain time. Join us as we explore strategies to help protect your retirement, avoid costly mistakes, and determine whether it’s time to return to work—or whether you may already be closer to retirement than you realize.
During this episode, we’ll walk through practical steps for workers who find themselves laid off close to retirement. Mark, more than 60,000 people were laid off in March of 2026 with job cuts hitting hardest in transportation, technology, healthcare industries.
We’ve seen this firsthand with some of our clients as well. When they are within a few years getting close to retirement, they’ve been building up their plan, they’ve been saving for their retirement date, and then an untimely message from boss comes through and they’re laid off. And the closer you are to retirement, there’s that buffer zone where you feel like, I’m not quite ready yet. – Evan Fricks
Have a question you want answered on a future episode? Email info@masterplanretire.com. To schedule a complimentary consultation (and see upcoming seminars + retirement resources), visit masterplanretire.com or call 770-980-9262. Resources and Next Steps: Visit https://masterplanretire.com/ to access our retirement checklists, podcast episodes, and schedule a complimentary consultation. Call 770-980-9262 to speak directly with our team.
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