Podcast Breaking Down the Choice of Lump-Sum and Pension Retirement Options

May 31, 2019

Breaking Down the Choice of Lump-Sum vs. Pension Retirement Options

Commerce Trust Senior Financial Planner David Stubblefield, CFP, CDFA, has vicariously “retired” more than 600 times – through writing individual financial plans for his clients. Since you are likely to retire only once, David would like to share what he’s learned in a lifetime of retiring others. Doing anything hundreds of times more than others really does give you some perspective. So for you almost-retirees out there, put the worry beads down for a minute. Let David break it down for you so you can sleep at night.

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