#48 – Financial Freedom For Expats with Edd and Cynthia Staton
In today’s episode of Money Matters, Wes is joined by Edd and Cynthia Staton. Their retirement plans were disrupted by the 2008 Financial Crisis, leading them to create a Plan B. In 2010, they moved to Cuenca, Ecuador, where they enjoy a comfortable and affordable lifestyle. Their experience reflects a broader trend: the number of […]
#47 – Being Thankful For Market Productivity
Wes is joined in the studio byCo-Host and Producer Jeff Lloyd on today’s episode of Money Matters. Compiling a list of what the Retire Sooner Team is thankful for this year, they mention the myriad of S&P 500 all-time highs. Then, they show gratitude for a less top-heavy market, as equity earnings have spread beyond […]
#231 – What Makes A Good Life?
Everyone wants a good life, but what does that mean, and how can you make it happen? On today’s show, Wes combines analysis from a neuroscientist, a bank CEO, and two very different retirees to find the overlapping characteristics of each. According to Dr. Wendy Suzuki, professor of Neural Science and Psychology at New York […]
#46 – Historical Market Highs, Housing Logjams, Treasury’s TGA, and One Impressive Retirement Life Map
Wes is joined today by co-host, producer, and new Uncle Jeff Lloyd. They toss out the pumpkins, string up the holiday lights, and examine the plethora of recent market highs. For perspective, they chart market returns dating back to William McKinley in 1896. Next, they dig into the housing market and discover a concerning revelation. […]
#230 – How To Squeeze The Most Juice Out Of Retirement With Dr. Riley Moynes
I was recently at my son’s football games when one of the other dads walked over. He looked about 45 and said he was starting to think about the future. It’s a typical age for that concern to creep in, especially once a person feels financially secure. Now that you can take your foot off […]
#45 – Election Results, A Certainty Pop, And What It All Means For Future Retirees
On today’s episode of Money Matters, Wes welcomes Connor Miller, Capital Investment Advisor’s Chief Investment Officer, to join him for financial analysis about the recent presidential election. They point to inflation as a probable motivation for a large swath of voters looking to make a change. They examine initial market reactions, including a “certainty pop,” […]
#229 – Retire Without Regrets: A Harvard Business Review Longitudinal Study
Our Retire Sooner Team has been researching, studying, and writing about happy retirements for years, so there aren’t many aspects we haven’t considered. But every once in a while, a new study grabs our attention. The latest, Retire Without Regrets, from the Harvard Business Review, used a longitudinal study to examine the gap between retirement […]
#44 – Election Indicators, Market Predictions, Stem Cell Research, and Staying Invested
Co-host and Producer Jeff Lloyd joins Wes on today’s episode of Money Matters to deliberate election indicators, market predictions, advances in stem cell research, and the impact of daylight savings and inflation on everyday life. They assess predictive tools like S&P 500 performance, the Misery Index, and the rising popularity of betting markets. They review […]
#228 – Revolutionize Your Retirement with Dr. Dorian Mintzer
The transition from one goal to another is often more challenging than either of the goals themselves. Once you get going, momentum can do a lot of the work, but turning the ship around or veering in a different direction takes planning, effort, discipline, and patience. If that sounds daunting, don’t worry. Today’s guest can […]
#43 – Halloween And Housing Economics, Election Outcomes, And The Harvest Business Review’s Article About Retirement
Money Matters Co-host and Producer Jeff Lloyd joins Wes on today’s show. They jump into the economics of Halloween spending vs. holiday spending. They review the misery index and where it currently stands. They discuss the housing log jam, existing home sales, and how interest rates contribute to those outcomes. They dig into the unemployment […]