Mailbag: Pension Got Bought Out… Now What?

Facing retirement sooner than expected? You're not alone. In this special mailbag edition, Tad, Toni and Tyler dive into a listener’s real-life question about an unexpected early retirement and the sudden loss of a pension. Together, they unpack strategies for building your own pension, making smart decisions with lump sums, and creating a plan that brings clarity, not fear. 

As the team talks through Lenny’s situation, the conversation naturally turns to the emotional side of retirement, the anxiety that comes from not knowing where things stand, and the relief that follows once a plan is finally in place. They reflect on how often people delay taking action out of fear, and how just getting started can shift everything. Even the most unsettling retirement curveballs can become turning points, if you have the right guidance. 

Here’s what we discuss in today’s show:

📬 Lenny's curveball: retiring at 62 with no pension and big decisions ahead

⚠️ The mistake that wiped out 50% of some retirees' savings

✅ Most people will make changes, they just need to know what to do

⏳ Delaying a plan shrinks your options 

🔐 Can fixed annuities can turn a lump sum into joint lifetime income?

Key Takeaway

"The best time to plant a tree was 20 years ago. The next best time is today."

We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006

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