On this episode of “On the Money,” Paul Ruedi, Ryan Repko, and Dr. Fred Giertz answer listener questions about investing and retirement planning.
(2:19) Lessons from the past two years
(11:00) Dow 90,000
(21:11) Caller Question: TIPs vs. Corporate Bonds
(26:08) Positive word associations with retirement
(28:00) Caller Question: My daughter is the beneficiary of my IRA. How will she receive the funds and how can she distribute them?
(34:31) Listener Question: I am an 80-year-old widow who still works for the state with a retirement fund over $1 million. Should I take my retirement benefit as a pension or lump sum option?
(38:25) Caller Question: I am 60 and my wife is in her late 40s. We are used to a six-figure income. How much do you think we need to retire?