For individuals with a pension, the decision to take or not to take a lump sum can be confusing. As interest rates rise, many plans could see a drop of 25-30% or more.

This could mean hundreds of thousands of dollars for some employees, and for many plans, this is very time sensitive.

Finding clarity on this subject isn't always easy. That's why we talk to people like today's guest, Michael Martinez. Michael is the president of the Pension Group, where he helps individuals make the most of their retirement.

In this podcast interview, you'll learn:

• How to retire with confidence when you have a pension.
• Who to reach out to so you can better understand the details of your pension.
• How the rising interest rates could impact your pension–and what to expect in the short and long-term.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

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