Smart Planning During Times of Career Transition

Money Wisdom

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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