Take the next step in your retirement planning.
Tune in to the latest episode of the Retire Sooner Podcast with Wes Moss and Christa DiBiase, where you’ll hear thoughtful, real-world insights designed to help you make informed financial decisions and pursue a more confident, purposeful retirement.
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Explore ways to optimize Social Security benefits, including timing strategies, spousal considerations, and personalized withdrawal approaches.
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Understand common sources of retirement anxiety, even among high-net-worth individuals, and consider approaches for managing emotional and financial uncertainty.
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Learn how trusts can support estate planning goals, from avoiding probate to managing real estate assets within your long-term financial plan.
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Consider retirement account strategies such as the Rule of 55, Roth conversion timing, and prioritizing tax-efficient cash flow.
Review your investment mix by comparing target date funds and balanced funds, and evaluate which may better align with your risk tolerance and retirement timeline. -
Weigh different withdrawal strategies by comparing the timing of distributions from retirement accounts versus claiming Social Security.
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Examine how 529 plans and Roth IRAs may fit into your education and retirement planning—especially if you’re part of a high-income household navigating recent tax law changes.
Compare the structure and features of S&P 500 mutual funds and ETFs to help determine which may be more appropriate for your investment preferences.
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Call 800-805-6301 to leave a voicemail or contact us HERE for a chance to have your question featured in an upcoming episode.
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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.
