Could Technology Change Your Retirement Date?

What happens if AI changes your career plans before you're ready to retire? Dan Groben and Phil Menard discuss how technology-driven job disruptions can affect workers nearing retirement and why having a flexible retirement plan matters. They share real-life stories of clients who pivoted careers, adjusted retirement timelines, and tested different financial scenarios before making major decisions. The conversation explores healthcare, Social Security uncertainty, part-time work, and the value of staying adaptable in a changing workforce. Most importantly, they explain how planning can help turn unexpected transitions into informed decisions.

Connect with Dan & Phil at Servant Advisors Group

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