Should You Sacrifice Pension Income for Spousal Protection?
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Should You Sacrifice Pension Income for Spousal Protection?
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When retirement is around the corner, some of the biggest decisions aren’t about when to retire, they’re about how income continues if one spouse is gone. Ryan walks through a listener question about pension survivor options and why these decisions often become more emotional and permanent than people expect. A thoughtful retirement income strategy can make these choices much easier to navigate down to road, so start early.
Here’s what we discuss in this episode:
💵 Pension Tradeoffs: Bigger income may increase future risk
🛡️ Longevity Risk: Survivor income matters long term
📈 Invest-The-Difference: Great in theory, harder in practice
💍 Spousal Protection: Survivor options create stability
📋 Permanent Decisions: Pension elections usually can’t be reversed
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