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Taking Time Off Work Strategically: Sabbatical Planning Tips from CFP Professionals

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Manage episode 497442924 series 3561532
Content provided by Archie and Rob Hoxton and Rob Hoxton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Archie and Rob Hoxton and Rob Hoxton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Are you thinking of taking a sabbatical or carreer break? CFP Professionals Rob and Archie Hoxton walk through what that looks like in this week's episode of Last Paycheck.

Whether you're contemplating a mid-career break for personal growth, burnout recovery, further education, or a major life pivot, Rob and Archie dive into the crucial planning considerations you need to address. They discuss the financial impact of a sabbatical, including how to manage income gaps, health insurance, retirement savings, and key benefits that may be lost during time away from work. Drawing on their expertise in financial planning, they walk listeners through concrete steps to ensure a smooth and well-prepared sabbatical, whether planned or unexpected.

Rob and Archie also highlight how working with a skilled financial planner can help you identify blind spots, model scenarios, and optimize your strategy for a successful break from work and long-term retirement security.

Get their book! Think Ahead: Ten Reasons Why You Need a Financial Planner by Rob Hoxton and Julia Connell - https://hoxtonpm.com/think-ahead-book/

Call or text Hoxton Planning & Management: +1 (304) 876-2619 and visit their website www.hoxtonpm.com

Watch on YouTube: https://youtu.be/ImMi1cy5YZI

Listen in on conversations with CFP Professionals Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it's excitement, anxiety, or anything in between, this show is for you.

Visit: http://www.thelastpaycheck.com

Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.

  continue reading

121 episodes

Artwork
iconShare
 
Manage episode 497442924 series 3561532
Content provided by Archie and Rob Hoxton and Rob Hoxton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Archie and Rob Hoxton and Rob Hoxton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Are you thinking of taking a sabbatical or carreer break? CFP Professionals Rob and Archie Hoxton walk through what that looks like in this week's episode of Last Paycheck.

Whether you're contemplating a mid-career break for personal growth, burnout recovery, further education, or a major life pivot, Rob and Archie dive into the crucial planning considerations you need to address. They discuss the financial impact of a sabbatical, including how to manage income gaps, health insurance, retirement savings, and key benefits that may be lost during time away from work. Drawing on their expertise in financial planning, they walk listeners through concrete steps to ensure a smooth and well-prepared sabbatical, whether planned or unexpected.

Rob and Archie also highlight how working with a skilled financial planner can help you identify blind spots, model scenarios, and optimize your strategy for a successful break from work and long-term retirement security.

Get their book! Think Ahead: Ten Reasons Why You Need a Financial Planner by Rob Hoxton and Julia Connell - https://hoxtonpm.com/think-ahead-book/

Call or text Hoxton Planning & Management: +1 (304) 876-2619 and visit their website www.hoxtonpm.com

Watch on YouTube: https://youtu.be/ImMi1cy5YZI

Listen in on conversations with CFP Professionals Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it's excitement, anxiety, or anything in between, this show is for you.

Visit: http://www.thelastpaycheck.com

Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.

  continue reading

121 episodes

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