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08.19.25 Ask An Advisor With Wes Moss

The Clark Howard Podcast

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Retirement Strategies for Aging Investors

This chapter examines Marsha and Fred, an elderly couple, as they make critical decisions regarding asset allocation in retirement. The conversation highlights the importance of adopting a conservative investment approach based on age, discusses the implications of the inverted yield curve, and evaluates the complexities of U.S. equities in the global market. Additionally, it addresses the financial decision-making process regarding retirement payment options through the '6% test.'

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