Rise in Retirement Logo

$900K Saved & Forced into Early Retirement: What's Next?

Rise in Retirement | Ep. 7

Unexpectedly laid off at 62 with $900,000 saved, James and Jenny face a tough decision: Can they afford to stay retired, or will they need to go back to work? Join Jett and Taco from W.A. Smith Financial Group as they dive deep into this real-life retirement scenario. Discover the challenges James and Jenny encounter, the strategies they consider, and the crucial lessons we can all learn about planning for the unexpected in our own retirement journeys.

More Videos

See All Videos

Schedule Your Free Retirement Tune-Up™ financial review

Connect with an advisor for a free 1-hour financial review.
By submitting this form, you agree to receive marketing communications from W.A. Smith Financial Group. You can opt-out at any time.
Thank you! Your submission has been received!
We will reach out to you shortly regarding your consultation.
Oops! Something went wrong while submitting the form.

See what our clients say

We're proud of the relationships we build with our clients and the results we achieve together. Read their stories and discover why they trust us with their financial futures. We invite you to join our community of empowered individuals.

Displayed testimonials were provided by current clients. No compensation of any kind was provided for these testimonials.

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

John Carter

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

Sophie Moore

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

Matt Cannon

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

Andy Smith

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

John Carter

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

Sophie Moore

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

Matt Cannon

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

Andy Smith

"I am very pleased at the ease, professionalism, customer service, and friendliness. I feel confident with W.A. Smith I will reach my retirement goals."

Denette C. | Client Since 2023

Executive Admin., Parker Hannifin
"Very good and helpful. They take the time to explain your portfolio so you understand it. Would recomend highly them."

Theresa H. | Client Since 2015

Former Dental assistant for Dr. Myers and Dr. Nicely
"Was a very professional experience. Feel comfortable with the Group handling my resources, as I want."

Paul G. | Client Since 2023

Former Owner of insurance agency
"Excellent very helpful and have chose wise decisions with finances as well as retirement planning"

Scott A. | Client Since 2017

Administrative nurse O'Neill health care
"It's been great. Andrew and his team are always ready to help me with any questions or needs. That definitely reduced my anxiety regarding retirement."

Jill G. | Client Since 2018

Former Director of MIS
"Local company - speaking with a local rep face-to-face is always a good asset"

Martin L. | Client Since 2023

General Manager, Try Auto Sales-All Family of companies