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 should you wait? History suggests some clues that retirement planning should not be left to chance. 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. Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

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 should you wait? History suggests some clues that retirement planning should not be left to chance. 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 should you wait? History suggests some clues that retirement planning should not be left to chance. 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. Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="noopener noreferrer">megaphone.fm/adchoices</a>

Lump Sum Or Pension? Crack the 6% Code + Market Highs & Retirement Power Moves

Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an investment advisor, Wes brings in guests and specialists to teach you how to set and work towards your financial and lifestyle objectives. Refreshingly-free of mind-numbing financial jargon and unrealistic money goals, Retire Sooner with Wes Moss gives listeners the tools on how to retire sooner in the real world.

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Lump Sum Or Pension? Crack the 6% Code + Market Highs & Retirement Power Moves

Lump Sum Or Pension? Crack the 6% Code + Market Highs & Retirement Power Moves

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