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