Today we welcomed back Dave Mortach, President of Mortach Financial and host of the popular radio show, “Retirement Wealth Planning” to tell us why pensions may not be extinct just yet. Pensions used to be synonymous with retirement – now they’re more like the endangered species of the financial world. Dave shares more insight on this topic!
Here is what Hollie & Alexa asked Dave:
What happened?
Doesn’t that mean we’re now responsible for making crucial financial decisions? Some of us may not be comfortable taking on that role…
Alright, help us out. For someone who’s done a good job saving through a 401(k) or similar account, what should their mindset be when they retire?
This sounds like creating your own pension plan…
Do the payments remain the same, or is there any growth potential?
Sometimes there are eligibility requirements with these products – who’s eligible to open an account and what funds can be used?
I know a lot of folks are wondering where they can learn more or get in contact with you. Where should they go for more information?
Will you be scheduling a consultation with Dave? Tweet us @LIVEONLakeside or find us on Facebook/Instagram at LIVE on Lakeside and let us know!
For More Information:
Mortach Financial
877-GAINS-4-U
MortachFinancial.com