Mailbag: How Should I Handle My Pension and Next Steps After a Layoff? episode artwork

EPISODE · Oct 3, 2024 · 24 MIN

Mailbag: How Should I Handle My Pension and Next Steps After a Layoff?

from Retirement Pathfinder with Barbara Lane & Phil Guske · host Barbara Lane and Phil Guske

We have several great financial planning questions to cover in this week's mailbag episode. Steve asks how to decide between taking his pension as a lump sum or as monthly income, and what other factors he should consider as he plans for his upcoming layoff and future steps. Amy asks how much she should set aside for taxes on the house and $100,000 in her late father's checking account, as his only beneficiary.   Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com

Episode metadata supplied by the publisher feed · Published Oct 3, 2024

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Mailbag: How Should I Handle My Pension and Next Steps After a Layoff?

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This episode was published on October 3, 2024.

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