Which Pension Option to Take?
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 27 September 2024
⏱️ 15 minutes
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Summary
With my husband's pension set to come into play next year, which option should we select?
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Transcript
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| 0:14.8 | Welcome to the Jill on Money Show. It's Friday, September 27th, and we are here trying to help you make better financial decisions. Now, if you have something going on in your life, something big, something small, but something that may be causing some agitation or |
| 0:19.3 | apprehension, why don't you get in touch with us? Just go to our website Jill on Money.com and |
| 0:25.3 | click the contact us button. You write us a note, that's the email we receive and if |
| 0:29.7 | you'd like to join us on the air live you check the box and Mark will do everything else because he is the best executive producer in the world. |
| 0:37.5 | While you're on our website, check out all the stuff that lives there. |
| 0:41.0 | We've got a blog, we've got a radio show, we've got videos. We also have our |
| 0:46.0 | free weekly newsletter which comes out today, Fridays, every single Friday. You can also check |
| 0:52.0 | out our YouTube show. It's called Jill on Money powered by the compound. |
| 0:55.2 | Today we have a repeat caller or listener that is Maria who's on the line from Colorado. I hope we said something nice the first time |
| 1:04.6 | and that's why you're coming back. You're not coming back to complain that we screwed you or some |
| 1:08.0 | way. No, you absolutely did me right the first time. Thank you very much for the opportunity to talk to you again. |
| 1:13.7 | Sure, what's up? So when I called last June 2023, I was going over our finances for a couple |
| 1:21.0 | years and trying to figure out if we had enough to retire and you convinced |
| 1:24.9 | us that we would probably be okay. So thank you for that. I did retire in February of this year. |
| 1:32.0 | So since then we've had an unexpected inheritance for |
| 1:36.0 | selling our second house, my husband were going to collect his pension next year, |
| 1:40.3 | so I've simplified a lot of our accounts and our life, but there's still a few bits and |
| 1:48.0 | pieces that I would love to have your and Mark's opinion on. I appreciate all that you guys do. |
| 1:54.0 | And I listen to your opinion. |
| 1:55.4 | Oh, that's so nice. |
| 1:56.3 | Well, thank you for that. |
| 1:57.9 | Sorry about an unexpected inheritance. |
... |
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