Jun 29, 2022
Pensions aren’t the same for everyone, therefore it is important to organize yours in a way that meets your financial needs and habits.
In this episode, Zacc Call, Laura Hadley, and Bart Wagstaff, CFP®, discuss the ins and outs of pensions and go into significant detail about whether you should take the lump sum or monthly pension benefit.
Bart discusses:
- A definition of a required rate of return and how it can be used to your benefit
- The process of deciding between a lump sum or monthly pension benefit
- The importance of being honest with yourself about your financial habits
- The role of a wealth advisor in helping you decide what pension benefit is best suited for your needs
- And more
Connect With Capita Financial Network:
- info@capitamail.com
- tfc@capitamail.com
- (801) 566-5058
- Capita Financial Network
- LinkedIn: Zaccary Call
- LinkedIn: Laura Hadley
- LinkedIn: Capita Financial Network
- Facebook: Capita Financial Network
Connect With Bart Wagstaff, CFP®:
About Our Guest:
Bart Wagstaff, CFP®, is a partner and financial advisor at Capita Financial Network. He attended the David Eccles School of Business at the University of Utah which developed his skills in becoming a financial advisor here at Capita Financial Network.
He is a Certified Financial Planner and has obtained his Series 7.