Retire Right Radio – SpaceX's IPO, AI's Market Correction, and Early Retirement Buyout Decisions

Dale Cooper and financial advisor John Burdett of 4th Avenue Financial cover a wide range of personal finance and market topics on this week's Retire Right Radio. The show opens with a look at record-setting equity markets and why emotional decision-making around headlines — including the ongoing Iran conflict — remains one of the biggest threats to a retirement portfolio. The two examine SpaceX's anticipated IPO at a reported $1.7 trillion valuation, drawing parallels to the dot-com bubble and advising listeners that diversified fund participation, rather than chasing individual names, is the right approach. Burdett addresses listener questions on whether to take an early retirement buyout at 58, the tax implications of West Virginia's elimination of Social Security income taxes, inherited IRA distribution rules under the 10-year rule, and whether it makes sense to hold both a personal IRA and a company 401k simultaneously.