The stock market may be hitting all-time highs, but is that a reason to celebrate or worry about what comes next? On the Retire Sooner Podcast, Wes Moss and Christa DiBiase turn current headlines and listener questions into a lively conversation about investing, retirement, Social Security, housing, 55+ communities, healthcare, and more.
· See what history may tell us about stock market all-time highs, why they have historically arrived in bunches, and how corrections may fit into the picture.
· Track the S&P 500’s historical performance and put today’s market highs into historical perspective.
· Ask whether early retirement might work by weighing spending, taxes, healthcare, Social Security, and retirement withdrawals.
· Consider how much your adult children should know about your net worth, inheritance, and estate plans.
· Weigh the pros and cons of using 529 plan funds for private education, including a potential wrinkle for families in New York.
· Picture life in a 55+ community and explore ways to test-drive the lifestyle before making a move.
· Think through renting in retirement and how rising housing costs may affect a long-term retirement budget.
· Navigate the tougher side of retirement planning, including healthcare, Social Security, long-term care costs, and caregiving.
· Revisit when to claim Social Security as questions continue around the program’s future funding and potential changes.
· Discover the Retire Sooner Method and explore a framework intended to help you think through the financial and lifestyle pieces of an earlier, happier retirement.
Listen and subscribe to the Retire Sooner Podcast for an engaging, educational take on the money and life questions that often come along with planning for retirement.
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