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One of the biggest retirement decisions people make has nothing to do with the stock market, it’s buried inside their pension paperwork. In this episode, Phil walks through a common but high-stakes choice: trading monthly income for lifelong protection for a spouse. When you see the options clearly, the right decision usually becomes much easier to live with.
Here’s some of what we discuss in this episode:
💍 Spousal Protection: Choosing income that lasts beyond one lifetime
⏳ Longevity Risk: Planning for the unknown timeline
📊 Big-Picture Fit: How this choice affects the rest of your plan
⚖️ Income vs. Peace of Mind: Weighing certainty against higher payouts
🧠 Informed Decisions: Understanding consequences before locking in
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