Podcasts

#61 – The Details Behind What The Happiest Retirees Know

During this episode, Wes shares details from his new book, What The Happiest Retirees Know: 10 Habits for a Healthy, Secure, and Joyful Life. He also explains how he collected his research and studies for the book, why he studies happy and unhappy retirees, and what we can learn from happy retirees. He gives additional insights into the habits of the happiest retirees, how to discover your core pursuits, and shares a personal story about a friend’s emotional struggle without work.

Disclosure: This information is provided to you as a resource for informational purposes only and is not to be viewed as investment advice or recommendations.  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.

Ready when you are

Build your customized strategy with our team.

Start with a conversation about your goals, questions, and how a holistic plan could simplify your financial life.

Schedule an intro call

Continue reading

View all articles
long-term care insurance or self-insure
Blog

Long-Term Care Insurance vs. Self-Insuring

September 17, 2026
boat building in retirement
Blog

Client Spotlight: Retirement Boat Building

September 14, 2026
4% rule of thumb
Blog

4% Rule for Retirement Withdrawals: A Complete Guide

September 9, 2026
Retire Sooner Method
Blog

The Retire Sooner Method: 5 Steps Toward a Happier, More Confident Retirement

August 27, 2026