Lump Sum Option for My Pension?

Episode 52 September 12, 2024 00:05:21
Lump Sum Option for My Pension?
Investment Insight with McCay Wealth Advisory
Lump Sum Option for My Pension?

Sep 12 2024 | 00:05:21

/

Hosted By

Brent McCay, Host Hayden Proffitt, Co-Host

Show Notes

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the positive and negative issues when deciding on a lump sum option when you receive your pension.

Other Episodes

Episode 70

January 09, 2025 00:03:39
Episode Cover

Blended Family Finances

Hosts Brent McCay and Hayden Proffitt talk about ways you can financially protect your blended family when you pass. We would love to help...

Listen

Episode 13

December 21, 2023 00:09:17
Episode Cover

Rebalancing and Asset Allocation

Brent McCay and Hayden Proffitt discuss asset allocation and rebalancing portfolios, and why that is a good idea. They also talk about different asset...

Listen

Episode 62

November 14, 2024 00:04:25
Episode Cover

Upcoming Changes to 401k Plans

Hosts Brent McCay and Hayden Proffitt talk about some changes coming to 401k plans this year and next.  We would love to help you...

Listen