This week on Investment Friday, Hannah Chapman, CFP®, and Brad Haines, CFA, FRM, tackle two of the biggest financial stories currently making headlines: the highly anticipated SpaceX IPO and the latest update on Social Security's long-term solvency.
First, Brad breaks down why the SpaceX IPO has captured so much investor attention, what makes this offering unique, and why investors should expect significant volatility in the months ahead.
Then, Hannah and Brad pivot to Social Security, discussing the latest trustee report, what it actually means for current and future retirees, and why thoughtful retirement planning matters now more than ever.
Learn:
Why the SpaceX IPO is generating so much excitement
How IPO allocations actually work
How private markets are changing the IPO landscape
What the latest Social Security report revealed
Why Social Security's trust fund projection moved closer
How much of Social Security benefits could still be paid even if reserves run out
Potential solutions lawmakers may consider
Common Social Security mistakes retirees make
Why retirement income planning requires more than just claiming benefits
Ready to work with a fiduciary CFP to build your long-term wealth strategy? Hannah is currently accepting new clients at X² Wealth Planning. Schedule a complimentary consultation: https://calendly.com/hannahrchapman/25-minute-get-to-know-you-call
Hannah Chapman, CFP®, APMA®, CRPC® | [email protected] | x2wealthplanning.com
Connect with Brad at [email protected] and online at https://www.juncturewealth.com