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

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Manage episode 443337664 series 3564307
Indhold leveret af Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

  continue reading

148 episoder

Artwork
iconDel
 
Manage episode 443337664 series 3564307
Indhold leveret af Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

  continue reading

148 episoder

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