Why a Pension Changes the Way You Should Plan for Retirement
I explain why most pension holders are invested wrong and how to actually optimize your retirement plan. CHAPTERS 0:00 - The Polite Mistake 3:34 - The First Mistake 7:28 - Asset Liability Matching 9:22 - The Tax Trap 13:57 - Marcus's Story 16:40 - Annuity vs. Lump Sum? 21:07 - The Framework 24:30 - Sequence of Returns Risk 29:00 - Three Things To Do

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4 Things To Know If You're Retiring With A Pension (Do This 5 Years Prior)

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Why a Pension Changes the Way You Should Plan for Retirement

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Once You Retire, Upgrade These 10 Things Before Telling Anyone

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5 BIG Canadian Retirement Regrets

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Why Most People Never Hit $500,000 in Retirement — The Truth Will Shock You
![TRANSFER THESE 4 ASSETS BEFORE YOUR SPOUSE DIES: Or The IRS Takes 50% (2026 Warning]](https://i.ytimg.com/vi/ThS388ZvIdg/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDOJviCHPMdBnXPbkHAglwEJkHovQ)
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TRANSFER THESE 4 ASSETS BEFORE YOUR SPOUSE DIES: Or The IRS Takes 50% (2026 Warning]

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You Won't Believe These Insane Facts About Retirement Savings

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If You Have a Pension & Social Security, Watch This Before You Claim

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The Value Of A Fully Paid Off Home In Retirement - What No One Tells You

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The New Math on Bonds — Nobody Expected This

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The Roth IRA 5-Year Rule Could Cost You Thousands — Here's How It Works

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Why 61 Is The Most Important Age For Your Entire Retirement

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7 Levels of Wealth in Retirement in 2026: Where are you?

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Retiring at 62: Smart Move or Big Mistake?

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4 Assets That Doubled During Every Depression (And Why Nobody Owns Them)

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DON'T Do Roth Conversions - Do THIS Instead

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Why People Get Richer After Retirement

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Social Security at 62 vs 70: The Math Everyone Gets Wrong

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Retiring With a Pension? Here’s How It Changes Everything About Your Retirement Math

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