🎯 Not sure where you stand with your retirement plan? Schedule your Complete Planning Review: https://www.rwpaul.com/complete-planning-review

Matt and Steve share a brand-new free resource built specifically for Ford, GM, and Stellantis employees preparing for retirement. In this episode, they walk through their new website, explain the updated Auto Worker’s Guide to Lump Sum Pensions, and break down some of the biggest financial decisions auto workers face. From pension versus lump sum choices to Social Security, annuities, healthcare, and retirement income planning, the conversation highlights why these “million-dollar decisions” deserve careful planning and personalized guidance.

Here’s what we discuss in this episode:

📚 Free Retirement Resource: A no-barrier education hub for “big three” retirees

🚗 Pension vs. Lump Sum: Why this decision impacts your entire retirement

📉 Interest Rates Matter: How rates can dramatically affect lump sum values

🛡️ Survivor Planning: Important considerations for spouses and beneficiaries

🧩 Hybrid Income Strategies: Combining pensions, annuities, and investments thoughtfully

Big Three Retiree: https://www.bigthreeretiree.com/

Learn more about us: https://www.rwpaul.com/our-firm

Contact Matt & Steve: https://www.rwpaul.com/contact

Phone: 248-305-9911

Find us on YouTube: https://bit.ly/481OA51