Cindy (caller)
Caller and guest on this episode who shares her family's financial situation after her husband was laid off at 62 and seeks guidance on retirement income, pensions, Social Security, and annuities.
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Mar 26, 2026 • 25min
Laid Off at 62, Will We Be Okay?
Cindy calls in about her husband’s surprise layoff at 62; she’s a wife navigating pensions, Social Security timing, annuities, and retirement income. They discuss pension coordination, 401(k) withdrawals and annuitization, COBRA and near-term cash needs. Practical income-bridging options and boundaries around helping adult children are highlighted.
