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07.15.25 Ask An Advisor With Wes Moss

The Clark Howard Podcast

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Navigating Retirement Investment Strategies

This chapter explores the convenience and complexities of target date funds and their role in retirement planning. It examines the trade-offs between early and delayed Social Security benefits, alongside the financial planning considerations for a couple from Alabama. Furthermore, the discussion delves into funding education through 529 plans and the differences between investment options like S&P 500 funds and ETFs.

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