How Does A Pension Fit In Your Overall Retirement Plan?
Nov 02, 2022•23 min•Ep. 176
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Episode description
Scott and James discuss how a pension fits into your overall retirement plan.
Listener Question:
Am I on track to retire at 52? Am I over-investing in retirement at the expense of more freedom now? How would you recommend incorporating pension plans into overall retirement planning (ideal year:pension percentage break-even point?)?
Planning Points Discussed
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
2:30 - We're on YouTube HERE!
5:02 - Assumptions
10:30 - Retirement Planning
14:14 - Pension Considerations
18:20 - Subjective & Objective Personal Finance
20:53 - Life Insurance
22:11 - Optimizing Finances
23:00 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
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