Take the Lump Sum or Pension?

Later in the episode, we discuss the last person to receive a Civil War survivors pension and whether or not you should take the ponsion option in your plan.

We start by talking about emergency cash investing.

How do you avoid taxes when selling your home?

Does private equity belong in 401(k) plans?

Is your advisor always a fiduciary and do you know how much they charge?

Wouild pay just any friend thousands of dollars a year for nothing?

How do you plan for retirement income?

Finally, should you now rebalance back into bonds?