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4 Things you MUST KNOW if You’re Retiring With A Pension
In this video Colin Exelby, CFP® explains how a pension changes your retirement planning.
Retirement planning looks completely different when you have a pension — and only 24% of working Americans do. That extra stream of guaranteed income can be a huge advantage, but it also comes with unique challenges for taxes, Social Security timing, survivor benefits, and investing. In this video, we’ll cover the four biggest things every pension holder must know: understanding exactly how your pension works, avoiding tax traps (including the “widow’s penalty”), choosing the right payout option, and making your pension part of a smart investment strategy. Done right, your pension can be the backbone of a secure retirement.
#PensionPlanning #RetirementPlanning #FinancialFreedom #RetireSmart #TaxPlanning #SocialSecurity #InvestingForRetirement #MoneyTips #WealthBuilding #financialplanning
Big Beautiful Bill E-Book: https://celestialwm.com/bbbebook/
00:00-Intro
00:50-Understand How Your Pension Works (and What It’s Really Worth)
02:45-Tax Planning
08:30-Survivor & Payment Options
10:38-Investment Strategy
⭐Support the Channel by Becoming a Community Member⭐ 👇https://www.youtube.com/channel/UC13s0hQVkEv-azgzhOe8QXA/join
Outstanding Personal Finance Tools👇
Budgeting...👇
★☆★ Rocket Money (originally called as TrueBill) ★☆★
https://rocketmoney.sjv.io/CelestialWM
Wealth Management...👇
★☆★Personal Capital ★☆★👇
https://personalcapital.sjv.io/CelestialWM
Bookkeeping...👇
★☆★Gusto Bookkeeping★☆★👇
https://gusto.pxf.io/CelestialWM
[About] Colin Exelby is a Certified Financial Planner Professional™ or CFP®. He owns the virtual financial advisory practice Celestial Wealth Management.
I provide financial planning for business owners and their families that makes sense.
Transformational change is made when you focus on the big picture. My goal is to help you think outside the box about your life, your money, and your health to be the best you can possibly be.
We strive to help you:
*Optimize Your Cash Flow
*Minimize Your Taxes
*Build Your Net Worth
*Create a Lasting Legacy
➡️ ➡️Free Guide Here: https://celestialwm.com/ptpebook-go/⬅️⬅️
Do you watch Dave Ramsey, Robert Kiyosaki, Grant Cardone, Gary Vee, Graham Stephan, Meet Kevin, Ryan Scribner, Replace Your Mortgage, Project Life Mastery, Russel Brunson, Alex Becker, Tanner J Fox, Refusing to Settle, Dan Lok, Jeff Rose, Tai Lopez, Bigger Pockets, or Pat Flynn? Then you'll love our channel! Be sure to subscribe and I'll see you in the comments!
Top Financial Advisor Baltimore. Top Financial Planner Maryland.
Affiliate Link Disclaimer: I only recommend products I would use myself and all opinions expressed here are our own. This post may contain affiliate links that at no additional cost to you, I may earn a small commission. Read full privacy policy at celestialwm.com.
Celestial Wealth Management LLC receives compensation from YouTube for the presence of advertising before, after, and during this video content. Celestial Wealth Management LLC does not control the content or presence of any advertisements. The presence of any advertisement does not constitute an endorsement of the ad, company, entity, or product by Celestial Wealth Management LLC.
View all episodes
By Celestial Wealth Mgmt
5
22 ratings
In this video Colin Exelby, CFP® explains how a pension changes your retirement planning.
Retirement planning looks completely different when you have a pension — and only 24% of working Americans do. That extra stream of guaranteed income can be a huge advantage, but it also comes with unique challenges for taxes, Social Security timing, survivor benefits, and investing. In this video, we’ll cover the four biggest things every pension holder must know: understanding exactly how your pension works, avoiding tax traps (including the “widow’s penalty”), choosing the right payout option, and making your pension part of a smart investment strategy. Done right, your pension can be the backbone of a secure retirement.
#PensionPlanning #RetirementPlanning #FinancialFreedom #RetireSmart #TaxPlanning #SocialSecurity #InvestingForRetirement #MoneyTips #WealthBuilding #financialplanning
Big Beautiful Bill E-Book: https://celestialwm.com/bbbebook/
00:00-Intro
00:50-Understand How Your Pension Works (and What It’s Really Worth)
02:45-Tax Planning
08:30-Survivor & Payment Options
10:38-Investment Strategy
⭐Support the Channel by Becoming a Community Member⭐ 👇https://www.youtube.com/channel/UC13s0hQVkEv-azgzhOe8QXA/join
Outstanding Personal Finance Tools👇
Budgeting...👇
★☆★ Rocket Money (originally called as TrueBill) ★☆★
https://rocketmoney.sjv.io/CelestialWM
Wealth Management...👇
★☆★Personal Capital ★☆★👇
https://personalcapital.sjv.io/CelestialWM
Bookkeeping...👇
★☆★Gusto Bookkeeping★☆★👇
https://gusto.pxf.io/CelestialWM
[About] Colin Exelby is a Certified Financial Planner Professional™ or CFP®. He owns the virtual financial advisory practice Celestial Wealth Management.
I provide financial planning for business owners and their families that makes sense.
Transformational change is made when you focus on the big picture. My goal is to help you think outside the box about your life, your money, and your health to be the best you can possibly be.
We strive to help you:
*Optimize Your Cash Flow
*Minimize Your Taxes
*Build Your Net Worth
*Create a Lasting Legacy
➡️ ➡️Free Guide Here: https://celestialwm.com/ptpebook-go/⬅️⬅️
Do you watch Dave Ramsey, Robert Kiyosaki, Grant Cardone, Gary Vee, Graham Stephan, Meet Kevin, Ryan Scribner, Replace Your Mortgage, Project Life Mastery, Russel Brunson, Alex Becker, Tanner J Fox, Refusing to Settle, Dan Lok, Jeff Rose, Tai Lopez, Bigger Pockets, or Pat Flynn? Then you'll love our channel! Be sure to subscribe and I'll see you in the comments!
Top Financial Advisor Baltimore. Top Financial Planner Maryland.
Affiliate Link Disclaimer: I only recommend products I would use myself and all opinions expressed here are our own. This post may contain affiliate links that at no additional cost to you, I may earn a small commission. Read full privacy policy at celestialwm.com.
Celestial Wealth Management LLC receives compensation from YouTube for the presence of advertising before, after, and during this video content. Celestial Wealth Management LLC does not control the content or presence of any advertisements. The presence of any advertisement does not constitute an endorsement of the ad, company, entity, or product by Celestial Wealth Management LLC.