How Do You Invest a Lump Sum of Cash In This Market?

The podcast episode addresses listener questions on various financial planning topics. Ben Carlson and Bill Sweet discuss strategies for investing a large lump sum, emphasizing the importance of having a plan and sticking to it, whether dollar-cost averaging or investing all at once. They also explore the implications of in-plan Roth conversions, particularly for service members, and debate the merits of new Trump savings accounts versus established options like 529 plans, ultimately suggesting the latter remains superior for education savings. Additionally, the hosts delve into the complexities of healthcare options for early retirees, highlighting the high costs and limited choices, and emphasize the importance of retirees finding purpose and staying active in retirement.