Ready to explore thoughtful, research-driven ways to help plan for financial confidence and fulfillment in retirement? In this episode of The Retire Sooner Podcast with Wes Moss and Christa DiBiase, the hosts unpack timely topics around housing trends, investment considerations, and purposeful living—helping listeners make informed, values-based decisions for their next chapter.
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Review current housing market trends and how shifting buyer and seller dynamics may be influencing property values across the U.S.
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Identify regions where housing supply and demand are changing, and how local factors might shape opportunities for homeowners and prospective buyers.
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Clarify the relationship between Federal Reserve rate changes and mortgage rates, and understand the broader economic influences that affect borrowing costs.
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Compare the considerations of maintaining retirement assets in a TSP versus transferring to another investment platform, including factors like plan flexibility, fees, and ERISA protections.
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Evaluate ways to balance cash, bonds, and equities in a diversified portfolio when interest rates fluctuate, keeping long-term goals and risk tolerance in focus.
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Discuss how Treasury Inflation-Protected Securities (TIPS) and TIPS ladders might function as inflation-aware options within a retirement income strategy.
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Explore the potential role of dividend-paying stocks in retirement portfolios, recognizing both their income potential and market risk factors.
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Reflect on the story of a 58-year-old who joined a college football team, illustrating how personal growth and purpose can possibly remain central at any stage of life.
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Hear examples of retirees finding meaning in second careers, creative work, and volunteer efforts, highlighting how purpose may support emotional and financial well-being.
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Consider how partnering with a fiduciary financial advisor can sometimes help you evaluate choices, understand trade-offs, and create a plan that aligns with your family’s priorities.
Stay informed and intentional as you think through what your own version of a fulfilling, financially confident retirement could look like. Listen and subscribe to the Retire Sooner Podcast for thoughtful discussions on investing, financial planning, and attempting to live a happier, more purposeful life in retirement.
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This information is provided to you as a resource for educational purposes and as an example only and is not to be considered investment advice or recommendation or an endorsement of any particular security. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. There will be periods of performance fluctuations, including periods of negative returns and periods where dividends will not be paid. Past performance is not indicative of future results when considering any investment vehicle. The mention of any specific security should not be inferred as having been successful or responsible for any investor achieving their investment goals. Additionally, the mention of any specific security is not to infer investment success of the security or of any portfolio. A reader may request a list of all recommendations made by Capital Investment Advisors within the immediately preceding period of one year upon written request to Capital Investment Advisors. It is not known whether any investor holding the mentioned securities have achieved their investment goals or experienced appreciation of their portfolio. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.
