Interested in understanding the latest trends shaping retirement and investing? This episode of the Money Matters Podcast with Wes Moss and Connor Miller offers an educational discussion designed to help listeners stay informed about developments in retirement plans, private equity, and artificial intelligence (AI) in today’s markets. Gain perspective—not predictions—on how these topics may influence the financial landscape over time.
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Examine how 401(k) plans are evolving and why private equity is being discussed as a potential addition to certain retirement plan structures.
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Explore how certain organizations are engaging in conversations around expanding access to specific private market investments.
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Understand the potential advantages and limitations of private equity, including liquidity, valuation practices, and investor eligibility considerations.
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Recognize that only about 40% of Americans are familiar with private equity, underscoring the importance of continued financial education and awareness.
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Review the role of collective investment trusts (CITs) and target-date funds, and how these vehicles are used within employer-sponsored retirement plans.
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Hear how artificial intelligence is being applied in business settings, including a large retailer’s use of AI and IoT technology in an attempt to improve supply chain logistics.
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Consider how AI-related business investments may influence efficiency, operational performance, and capital expenditures over time.
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Reflect on life expectancy trends and the importance of longevity planning as part of a thoughtful retirement income strategy.
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Explore how diversified, multi-asset income approaches may help support long-term portfolio sustainability and withdrawal planning.
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Review why income-focused frameworks, such as the 4% rule of thumb, continue to serve as points of reference in retirement planning discussions.
Retirement planning is a personal, ongoing process that depends on each individual’s goals, time horizon, and circumstances. Listen and subscribe to the Money Matters Podcast for balanced, educational conversations that promote understanding and confidence in your financial decision-making process.
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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.
