They share ways to:
- Understand the after-tax impact of working longer, including how raises, Social Security, and Medicare premiums really affect your bottom line
- Take advantage of the Roth conversion “window” before RMDs kick in at 73 or 75
- Protect yourself from sequence-of-returns risk with smart income bucket strategies
- Maximize your “go-go” years by aligning health, energy, and lifestyle goals with your retirement date
- Avoid common mindset traps like the “one-more-year loop,” paycheck safety trap, and post-career identity crisis
Whether you’re eyeing early retirement, planning to work into your late 60s, or simply weighing your options, this episode helps you replace uncertainty with clarity to create a retirement that balances health, wealth, and purpose.
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The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management. Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC.- Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. – Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. – Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.