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FINCON 2026 / Session Resources

Every chart from the talk. Yours to use.

Why I Study the Happy Retiree · Wes Moss · The Retire Sooner Method

Find it. Draw it. Narrate it. The full chart library from the book, at full size, in color, numbered to match the chapters. Take it into your own content, your own audience, your own voice.

The Retire Sooner Method by Wes Moss
Wes Moss

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Email and the session code from the talk unlock the full library, including bonus charts. Unsubscribe any time.

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Stop 1

What you can walk away with

Four things built to be used, not just read. Take the data, run your own numbers, tell your own story with it.

Gallery · 25 charts

The chart library

Every chart at full size, in color, numbered to match the book, with a short note on how to read it.

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Masterclass · Video

The full session

Wes walks the method end to end, including the numbers there was no time for on stage.

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Workbook · PDF

The Retire Sooner Workbook

Every worksheet from the book in one printable file. Work through it in order or jump to the chapter you need.

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Tool · 5 min

Core Pursuit Finder

The interactive version of the exercise. Identify the activities that may help anchor a happy retirement, yours or your audience’s.

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Bonus charts, just for this room

Locked, just for FINCON

Charts that are not in the public gallery: the cuts, the extras, and the ones that did not make the final edit. Enter your email and session code to open the bonus set.

Use the form at the top of this page. One unlock opens everything.

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Bonus charts unlocked

The FINCON extras are open

Scroll to the bonus set below the book gallery.

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Stop 2

Every chart, at full size

Numbered to match the book. Select any chart to open it larger, then download the full resolution file.

FINCON bonus set

Fifteen session-only charts. Visible now as a preview — unlock with email and the session code to open them.

About the data. Findings are based on the 2025 Money and Happiness in America survey of more than 1,200 retirees across 50 states. Survey responses are self-reported and reflect associations, not causation or guarantees. Results may not be representative of all retirees, and individual experiences will vary.

Stop 3

Use them in your own work

These charts exist to be shared. Here is what that looks like in practice.

Credit it

Use the figure number and the book title wherever the chart appears, including video and slides.

Source: The Retire Sooner Method, Wes Moss, Figure 1.2. Data: 2025 Money and Happiness in America survey.

Ask when in doubt

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For the room at FINCON

Want Wes on your show?

Podcast, radio, YouTube, newsletter interviews. Wes has spent nearly three decades studying what separates the happiest retirees from the unhappiest, and he brings the charts with him.

Book an interview About the book

Getting a copy

Available wherever books are sold. Give your bookseller the title and ISBN.

  • TitleThe Retire Sooner Method
  • AuthorWes Moss
  • ISBN9781969190025
retiresoonermethod.com

Important disclosure. This material is provided for general educational purposes only and is not, and should not be regarded as, investment, legal, or tax advice. Charts and data presented reflect survey findings and third party sources believed to be reliable, but accuracy is not guaranteed. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal.

Capital Investment Advisors, LLC is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. Capital Investment Advisors does not provide legal, accounting, tax preparation, or insurance brokerage services. Tax planning services are provided by Capital Accounting & Tax, LLC and tax preparation by Levy Tax & Consulting, each for a separate fee.

Wes Moss is Managing Partner and Chief Investment Strategist at Capital Investment Advisors. He receives compensation from the sale of The Retire Sooner Method. Book sales are separate from, and not a condition of, any advisory relationship.

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