From Layoff to Legacy in the AI Age
Every professional’s retirement journey is unique, shaped by your career path, savings, and life transitions. The rise of AI and automation means that career disruptions can happen unexpectedly, often years before you had planned to retire. The decisions you make today about liquidity, investments, and early income strategies can impact your future for decades. Whether you’re planning to retire soon or just want to stay prepared, getting these choices right is the difference between stretching your savings successfully or facing unnecessary stress in the years ahead.
Download Future-Proof Your Retirement: From Layoff to Legacy in the AI Age, a practical guide packed with real-world strategies, step-by-step actions, and tools to help you protect your retirement, generate income early if needed, and build a legacy that lasts.
How to build liquidity and emergency reserves when income becomes unpredictable
New allocation considerations when employment is uncertain
Early income generation options such as Roth conversion ladders and 72(t) payments
A practical post-layoff checklist for the first 30 days
Why “a layoff is not the end of your financial life; but could be the beginning of the legacy phase.”
Get Clarity. Get a Plan. Feel Prepared for Retirement.
Ready to take control of your retirement and plan for whatever comes next? Download your guide now!
Michael Most, CRPC®
Principal Wealth Manager
Michael Most has dedicated the past 27 years to the dynamic world of financial services, with his journey beginning at American Express Financial Advisors, where he wore various hats, transitioning from Training Manager to District Manager and eventually finding his niche as a Private Wealth Advisor. In 2012, he was ready for a change and moved to LPL Financial, where he continued his role as a Private Wealth Advisor. In August 2023, Michael embarked on a new chapter in his professional life by joining Savvy as a Principal Wealth Manager. This exciting move aligned perfectly with his passion for helping clients navigate the complexities of financial planning.
Material prepared herein has been created for informational purposes only and should not be considered investment advice or a recommendation. Diversification and asset allocation do not ensure a profit or guarantee against loss. All investments involve some degree of risk, including loss of principle.
All advisory services are offered through Savvy Advisors, an SEC registered investment advisor. The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors.
