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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

What this episode covers

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

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

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Frequently Asked Questions

How long is this episode of Retirement Pathfinder with Barbara Lane & Phil Guske?

This episode is 24 minutes long.

When was this Retirement Pathfinder with Barbara Lane & Phil Guske episode published?

This episode was published on October 3, 2024.

What is this episode about?

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...

Can I download this Retirement Pathfinder with Barbara Lane & Phil Guske episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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