During the most recent stock market correction both stocks and bonds went down. This episode of MM we explore the relationship between stock prices and bond prices. Caller questions include, “can I get out of this annuity, should I buy a bond ETF, and should I use my IRA money to pay off my home equity line?”

How much can you withdraw each year from your investments in retirement? Your Withdraw Rate - The all important retirement variable you need to understand. Caller questions include “Is the teachers retirement system safe, are bonds still safe, and should I buy and annuity inside of my IRA?”

How much can you withdraw each year from your investments in retirement? Your Withdraw Rate - The all important retirement variable you need to understand. Caller questions include “Is the teachers retirement system safe, are bonds still safe, and should I buy and annuity inside of my IRA?”

Wes discusses the emotion of loss and how painful these corrections can be. This episode of Money Matters also covers the history of stock market corrections associated with recessions versus market corrections not associated with recessions. There is a dramatic difference between the two.  Caller questions include, “Will this correction impact housing prices, what should I do with my target date funds, and is my allocation within the TSP plan appropriate?”

Wes discusses the emotion of loss and how painful these corrections can be. This episode of Money Matters also covers the history of stock market corrections associated with recessions versus market corrections not associated with recessions. There is a dramatic difference between the two.  Caller questions include, “Will this correction impact housing prices, what should I do with my target date funds, and is my allocation within the TSP plan appropriate?”

(Continued) Caller questions include, “I’m retiring at age 50, should I pay off my mortgage now?” “Is this the start of a major correction?”, and do you need 25 times your income in retirement savings?”...among several other questions.

? Caller questions include, “I’m retiring at age 50, should I pay off my mortgage now?” “Is this the start of a major correction?”, and do you need 25 times your income in retirement savings?”...among several other questions.

“Should I use my bonus for a Roth, should i pay off my mortgage with my 403B, and how can I use the Bucket Approach to generate retirement income?”

a Washington meets Wall Street update

Over 250 US companies have announced wage increases, salary increases, bonuses, and 401k match incentives. Caller questions include “what to do with my 403B, 401k, and TSP?”

Wes plays a fascinating clip from a discussion between Thomas Lee and Mike Wilson - both Wall Street heavyweights. Lee thinks the US stock market has another 11 years of expansion to go, while Wilson thinks were are closer to the end of this cycle. Wes decodes this intriguing debate and offers a sensible answer to the argument.