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Ask HTM - Moving Beyond the S&P, Investing for a Down Payment, & Lump Sum Number Crunching #910

How to Money

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Navigating Pension Payouts and Future Savings

This chapter explores the consequences of opting for a lump sum from a pension, focusing on its tax implications and alignment with personal financial goals. It also features a listener's financial journey towards homeownership and discusses optimal savings strategies amid changing interest rates.

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