Looking for a clear perspective on retirement, investing, and the economy? Wes Moss and Jeff Lloyd bring real-world conversations designed to add clarity and context to today’s financial headlines.
-
Unpack the latest Fed rate cut and what it may mean for loans and markets.
-
Question what Jerry Greenfield’s exit from Ben & Jerry’s suggests about values-driven business.
-
Compare today’s mortgage rates with record lows and see why many homeowners may feel “locked in.”
-
Understand the tight housing market and its implications for buyers and sellers.
-
Examine how markets have historically reacted after rate cuts, backed by data.
-
Reflect on the psychological effects of inflation and volatility, and explore ways to maintain perspective.
-
Apply foundational retirement planning principles like the 4% rule of thumb, the rich ratio, and diversification.
-
Revisit your financial plan to adjust for rising costs and shifting markets.
-
Explore why concerns about running out of money can affect savers at every wealth level, and what factors may ease those concerns.
-
Anticipate how potential stimulus and tax refunds could influence consumer spending.
Stay informed. Stay engaged. Listen to the Money Matters Podcast today—and subscribe to keep your financial knowledge up to speed.
Call in with your financial questions for our team to answer: 800-805-6301
Join other happy retirees on our Retire Sooner Facebook Group: https://www.facebook.com/groups/retiresoonerpodcast
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.
