Avoiding Pension Mistakes, Finding Lost Retirement Money, and SPAC Investment Dangers

19/04/2025 49 min Episodio 468
Avoiding Pension Mistakes, Finding Lost Retirement Money, and SPAC Investment Dangers

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Episode Synopsis

On this week's Money Matters, Scott and Pat take a deep dive into special purpose acquisition companies (SPACs) - exploring their meteoric rise, sharp decline, and the potential risks and rewards for investors. Plus, they field questions from listeners about pension decisions, lump sum options, and how to adapt investment strategies to today’s market conditions. Finally, they emphasize the value of personalized financial planning, covering key topics like tax strategies and Roth conversions to help secure your long-term retirement goals.
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