Feb 16 2025 67 mins 23
Should you take a lump sum or pension payout? Use the 6% Test to help you decide. With markets hitting record highs, is it the right time to invest or wait? History suggests some clues that retirement planning does not favor hesitation. Wes Moss and Christa DiBiase provide crucial context by answering listener questions about 401(k) target date funds, beta vs. volatility, selling a business for retirement, mega backdoor Roth IRAs, and inherited IRAs.
Then, Jeff Lloyd helps unravel the most compelling economic data of the year. From inflation’s sneaky rise to why manufacturing expectations are surging, decode what’s really happening in the economy. With inflation creeping past 3%, is there cause for concern? And finally, is Washington’s birthday not actually called Presidents’ Day? Jeff has the surprising answer.
Then, Jeff Lloyd helps unravel the most compelling economic data of the year. From inflation’s sneaky rise to why manufacturing expectations are surging, decode what’s really happening in the economy. With inflation creeping past 3%, is there cause for concern? And finally, is Washington’s birthday not actually called Presidents’ Day? Jeff has the surprising answer.
