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One of the unfortunate business trends of 2023 so far has been corporate layoffs. Even since the recording of this episode, companies as diverse as Disney, Salesforce, and Accenture have announced plans to reduce their workforce. If you’re laid off,...
One of the unfortunate business trends of 2023 so far has been corporate layoffs. Even since the recording of this episode, companies as diverse as Disney, Salesforce, and Accenture have announced plans to reduce their workforce. If you’re laid off, or think you may get caught up in a numbers game and get laid off, what are the factors you need to consider as you plan out your next move? That’s the conversation on this episode of CFO at Home with CFP and founder Sterling Edge Financial, Kit Lancaster.
Key Topics
Preparing for the possible loss of a job (1:52)
Insurance (3:32)
Healthcare.gov marketplace (6:49)
Managing Employee Sponsored Retirement Plans (10:36)
The importance of working with a financial professional when evaluating a separation offer (14:07)
Having a strategy ahead of time (17:48)
Evaluating new job offers (23:49)
Reevaluating your priorities (28:26)
Resources
Ways to connect/follow
Kit Lancaster - Let’sMakeAPlan.org
Contact the Host - vince@thecfoathome.com
