Monthly Pension or Lump Sum? How to Decide cover art

Monthly Pension or Lump Sum? How to Decide

Monthly Pension or Lump Sum? How to Decide

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 This episode tackles one of the most critical decisions retirees face: whether to accept a steady monthly check or take a single upfront payment. We break down the key factors that influence this choice, including life expectancy, inflation protection, and personal investment goals. Tune in as we provide a framework to help you evaluate which option aligns best with your long-term financial security and lifestyle needs.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.