Planning Essentials (Introducing Everlake Episode 4)
Manage episode 450343674 series 3613875
The most common question we get from clients is: should I leave my pension invested at retirement? Or should I consider an annuity? On this episode, Marc Westlake and John McNicolas address that question and discuss other financial planning essentials.
---
Thanks so much for listening to this episode of the Everlake podcast!
If you'd like to work with us, head to https://www.everlake.ie/ and follow the instructions to book a consultation.
If you enjoy this podcast, please share it with a friend or colleague and leave us a rating & review on your podcast app.
LinkedIn || YouTube || X (Twitter)
This podcast uses the following third-party services for analysis:
OP3 - https://op3.dev/privacy
6 jaksoa