Episodes
Thursday Jul 07, 2022
The Best Way To Protect Your Pension? | Jen Amos Interview
Thursday Jul 07, 2022
Thursday Jul 07, 2022
#militarytransition #personalfinance #retirementplanning
Protecting your pension is something that many don't give thought to as they transition from the military or other career fields that pay you a pension. When this time comes a Survivor Death Benefit Plan is a topic of discussion that many with a pension forgo conversations with their loved ones about. In fact, some SDB plans can cut your pension by 55% and is only payable in payments (not lump sum) upon the pension owners' death. What if there were other ways to protect your pension from being withheld from you and not something that could be a reward for not living? My guest Jen Amos a military child and military spouse have experienced why it is important to plan NOW for how to protect your pension and we discuss many other topics centered around this conversation, let's talk about it more.
#militarytransition #personalfinance #retirementplanning Protecting your pension is something that many don't give thought to as they transition from the military or other career fields that pay you a pension. When this time comes a Survivor Death Benefit Plan is a topic of discussion that many with a pension forgo conversations with their loved ones about. In fact, some SDB plans can cut your pension by 55% and is only payable in payments (not lump sum) upon the pension owners' death. What if there were other ways to protect your pension from being withheld from you and not something that could be a reward for not living? My guest Jen Amos a military child and military spouse has experienced why it is important to plan NOW for how to protect your pension and we discuss many other topics centered around this conversation, let's talk about it more.
Find Jen Amos Here:
The Spouse Benefit Plan: http://thespousebenefitplan.com/
Holding Down The Fort Podcast: https://holdingdownthefortpodcast.com/
Twitter: https://twitter.com/TheJenAmos
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Tragedy Assistance Program for Survivors (TAPS): https://www.taps.org/
U.S. Vet Wealth: https://usvetwealth.com/
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