Retirement doesn’t always happen on your schedule—and that shift can create unexpected pressure on your finances. In this episode, Jason Bergey explains how early or forced retirement can impact income, access to savings, and long-term stability. He breaks down why timing risk is often overlooked, how market downturns can derail plans at the wrong moment, and why understanding your true financial position matters. The conversation also explores how to evaluate advisors, align strategies as a couple, and avoid a “set it and forget it” mindset when planning for retirement.

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