Lump Sum Pension or Annuity Payout?

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

Self-improvement, Money, Education, Investing, Real Estate, Business

4.6 • 858 Ratings

🗓️ 17 July 2023

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of DIY Money, Quint and Logan break down decisions between a lump sum rollover of a pension or turning it into a annuity stream.

Transcript

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0:00.0	Hey, this is Daniel.
0:01.8	Thanks for listening to DIY Money.
0:04.1	If you haven't already, be sure to give us a five-star review on iTunes so your friends know that they can learn from the show.
0:10.5	Now, enjoy the show.
0:16.4	Welcome back.
0:17.6	Ladies and gentlemen, you're listening to another edition of DIY money.
0:22.8	DIY money.
0:23.8	Oh, I shake and Logan.
0:25.8	Well, it's 4th of July.
0:27.6	We got beautiful time of the year.
0:29.4	I mean, it's hot, but it is beautiful time of the year.
0:31.4	We love being outside.
0:32.6	Yes.
0:33.0	I know you and I love yard games, like laying stuff out in the yard. So what is your favorite
0:39.8	yard game? So this is evolved
0:42.3	over time as I have gotten older. I'm
0:44.8	constantly reminded of that age
0:47.1	issue because a week ago
0:50.0	we had a little gathering in our backyard.
0:53.9	We were enjoying just being around the pool.
0:57.8	And a buddy of mine says, hey, you still got that spike ball?
1:01.2	Oh, man.
	...

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Generated transcripts are the property of Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen! and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.