Pensions aren’t the same for everyone, therefore it is important to organize yours in a way that meets your financial needs and habits.

 

In this episode, Zacc Call, Laura Hadley, and Bart Wagstaff, CFP®, discuss the ins and outs of pensions and go into significant detail about whether you should take the lump sum or monthly pension benefit.

 

Bart discusses:

• A definition of a required rate of return and how it can be used to your benefit 
• The process of deciding between a lump sum or monthly pension benefit
• The importance of being honest with yourself about your financial habits
• The role of a wealth advisor in helping you decide what pension benefit is best suited for your needs
• And more

 

Connect With Capita Financial Network:

• [email protected]
• [email protected]
• (801) 566-5058
• Capita Financial Network
• LinkedIn: Zaccary Call 
• LinkedIn: Laura Hadley
• LinkedIn: Capita Financial Network
• Facebook: Capita Financial Network

 

Connect With Bart Wagstaff, CFP®:

• LinkedIn: Bart Wagstaff

 

About Our Guest:

 

Bart Wagstaff, CFP®, is a partner and financial advisor at Capita Financial Network. He attended the David Eccles School of Business at the University of Utah which developed his skills in becoming a financial advisor here at Capita Financial Network.

 

He is a Certified Financial Planner and has obtained his Series 7.