Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 511 published articles
On today’s episode of Money Matters, Wes dives into the top ten trends that he anticipates will define 2025 for investors, starting with resilience in the markets and economy, the dominance of the consumer, and a…
Read more →Money Matters co-host and producer Jeff Lloyd joins Wes in the studio. Wes instills the top 10 happy retiree lessons he’s learned from his guests while hosting the Retire Sooner podcast. Read The Full Transcript From…
Read more → On today’s episode of Money Matters, Wes is joined by Co-host and Producer Jeff Lloyd_._ Wes exalts his alma mater, the University of North Carolina, for hiring Bill Belichick. That leads them to discuss the…
Read more →We’ve all met that one guy who pontificates endlessly about the “fantastic” investments he’s made that year. He always seems drawn to the hottest and latest trends. You don’t fully believe him, but it still makes…
Read more →Producer and Co-host Jeff Lloyd joins Wes in the studio on today’s episode. They dig into smart financial habits such as avoiding impulsive decisions and staying disciplined in investing. They examine the importance of resisting unnecessary…
Read more →Most people have a vague idea of what it takes to stay healthy as we age—some combination of cutting out the delicious, irresponsible activities while adding in more nutritious, boring ones. While it never seemed overly…
Read more →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…
Read more →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…
Read more →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…
Read more →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…
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A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
