Case study
The VP set to retire – but got laid off 3 years early
Michael, a 48-year-old tech manager in Boston, was earning $400K and had his eye on retiring at 50. Then, suddenly, his company laid him off during a “restructuring”.
The Challenge
With two teenagers eyeing college and 80% of his wealth tied up in company stock, his retirement dream felt like it was slipping away fast.
“I went from having it all figured out to lying awake at 3 AM doing math on napkins,” Michael says.
His concentrated stock position made every market dip feel personal, his severance would only last so long, and the complexity of managing COBRA, 401(k) rollovers, and taxes felt overwhelming.
He feared he’d be job hunting in his 60s instead of playing golf.
What We Did
After a colleague from his old team recommended us following one of our webinars, Michael booked a discovery call.
After he explained his situation, we were able to map his path forward:
Most importantly, we gave him a month-by-month roadmap so he wasn’t second-guessing every decision at midnight.
The Result
Michael retired exactly when he planned — at 50, two years ago.
His wealth is now spread across a diversified portfolio that weathered the recent market volatility beautifully.
“My wife and I just booked a three-week trip to New Zealand because we can.”
He spends his mornings on his bike, afternoons woodworking in his garage, and has confidence his kids’ college funds are secure.
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Client case studies are hypothetical, for illustrative purposes only and should not be construed as a recommendation. It may not be representative of your experience.
