What happens when an unexpected job loss disrupts your retirement plans? 

In this episode of Relax, It’s Retirement, Josh Leonard and Pete Belcastro delve into strategies for navigating the economic and emotional turbulence of being laid off near retirement. 

They offer essential tips on managing finances, addressing healthcare needs, and maintaining a positive outlook during this challenging transition. Additionally, they bring insightful stories from their experience.

They discuss: 

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• Recognizing and managing emotions post-layoff
  
• Filing for unemployment and understanding severance packages 
  
• Healthcare options post-employment
  
• Evaluating financial standing and the sustainability of retirement plans
  
• Finding purpose and connection through hobbies and community involvement
  
• And more!
  

Resources:

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• Schedule a meeting with the team
  
• Download our “7 Big Retirement Mistakes Checklist” to help avoid costly retirement mistakes!
  

Connect with Josh Leonard: 

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• jleonard@leonardadvisorygroup.com
  
• LinkedIn: Josh Leonard
  
• Leonard Advisory Group
  
• 412-998-PLAN
  
• YouTube: Leonard Advisory Group
  
• Facebook: Leonard Advisory Group
  

Connect with Pete Belcastro: 

• 
  
• LinkedIn: Pete Belcastro, CFP®
  
• pete@leonardadvisorygroup.com