• Pension vs Lump Sum - Friday Q&A

  • Dec 6 2024
  • Length: 6 mins
  • Podcast

Pension vs Lump Sum - Friday Q&A

Listen for free

View show details

  • Summary

  • In this episode of the Friday Q&A, Jacob discusses a listener's dilemma of choosing between taking a lump sum or opting for a monthly pension in retirement. With a detailed inquiry involving health concerns, survivor benefits, and financial flexibility, the discussion delves into various factors such as fixed income, monthly expenses, Social Security benefits, and personal circumstances like employment status and legacy planning.

    ———————————————————————————

    Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started

    Email: jacob@rivertreewealth.com
    Website: https://www.rivertreewealth.com
    LinkedIn: https://www.linkedin.com/in/jacobduke

    Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

    DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
    Show More Show Less
Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Pension vs Lump Sum - Friday Q&A

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available