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Dog days of summer: Questions, Calls, and Conversations

Air Date: Jun 30, 2018

Bob and Andy tackle email and caller questions, covering topics from the complex ways to take pensions, whether or not to move money from investments to help with home improvements or paying off debt, to a portfolio review for a 100-year-old mother-in-law. Plus, a conversation with writer and Social Security claiming strategy expert Mary Beth Franklin, who offers important insights and advice to help maximize your benefits.


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Ask Andy: Pension monthly payment or lump sum? – Oscar is curious about the advantages of taking his pension as a lump sum OR monthly payments. Seems like a simple choice, but Andy notes that this is actually a really complex question. He helps break it down to three considerations, especially when it comes to longevity and the risk of running out of money in retirement.

Conversation with Mary Beth Franklin – Special guest Mary Beth Franklin is a contributing editor at Investment News and a nationally recognized expert in Social Security claiming strategies, with a focus on retirement income planning. Make sure to tune in as she shares advice on file and suspend, restricted application, and claiming tips for divorcees.

LIVE Portfolio review – Jim seeks financial help for his 100-year-old mother-in-law, who is watching her account balance slowly slip away. By reducing longevity and interest rate risk, her money will grow in the long-term, but what about her short-term cash needs, especially her rising health care costs?

Now or later: Pay off debt or keep saving? – Matt and his wife are looking to pull money out of their 401(k)s to pay off their student loan debts. However, as good as it might feel to be rid of those monthly bills, they could be losing a LOT of potential growth in the long-term. Andy crunches the numbers and finds a possible compromise to pay off the debt soon, but without damaging their retirement savings.

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