The Retirement That Almost Wasn't

What happens when you retire… and then unretire just four days later?

In this episode of That Financial Guy, I tell the true story of Jim — a 64-year-old IT professional who thought he was ready for retirement until a surprise tax bill and market dip sent him back to work by Tuesday.

We’ll walk through his short-lived retirement and unpack the three key lessons that could save you from the same fate:

• Why retirement isn’t just a math problem
• How tax diversification can make or break your income strategy
• And the hidden risk of withdrawing in a down market

Whether you're a few years away or already retired, this episode offers real talk, real numbers, and a reminder that confidence without planning can be costly.

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