#215 – Revisiting How To Stay A Millionaire, And Other Lessons from The Millionaire Next Door
In today’s episode, Wes points out that the population of mini-millionaires is growing and that society’s perception of them isn’t always very accurate. Producer Mallory Boggs joins to discuss this latest variant of what authors Thomas Stanley and Bill Danko originally coined, The Millionaire Next Door. They elaborate on five habits that this cohort tends […]
#30 – Revisiting 10 Lessons Learned From The Retire Sooner Podcast
Capital Investment Advisors’ Wealth Analyst 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 This Episode (click ‘Details’ below to expand and read the full interview) Wes Moss [00:00:01]: The Q ratio, average convergence, […]
#214 – Parkour and Pickleball: Tips on Active Aging with Erin Eleuterio
In this actionable episode of Retire Sooner, Wes Moss sits down with Erin Eleuterio to explore the importance of physical activity for older adults. Erin shares her unique techniques, like parkour-based fall resiliency training, to help people in their 70s and 80s stay strong and recover from falls. They discuss the benefits of programs such […]
#29 – 401(k) Investor Profiles, Bias, Rebalancing, The Russell 2000 Index, and a Taco Bell Retirement Community
Wes is joined today by Jeff Lloyd, Wealth Management Analyst for Capital Investment Advisors, for a special show on the road in Michigan! They discuss reversion to the mean and then cover the four main types of 401(k) investor allocation “profiles.” Wes then examines confirmation and recency bias and how rebalancing might provide a change. […]
#213 – Revisiting Three Investing Keys to Help Retirees Sleep Well at Night
On today’s episode, we ponder the question, “Can money buy happiness?” The answer might surprise listeners, and Wes borrows the words of best-selling author Morgan Housel to help discuss the positive and negative psychological effects money can have on retirees. Wes then uses his own “Bucket System” analogy to explain income investing and how three […]
#28 – Summer Travel, Disney, Apples, Inflation, Disinflation, and Participation vs. Perfection
Capital Investment Advisors Wealth Management Analyst Jeff Lloyd joins Wes on today’s show to wade through the financial issues affecting people in today’s environment. First, they zoom in on the summer’s booming travel industry, including eye-opening Disney statistics. Then they take a bite of some tasty apple data, pour over today’s inflation numbers vs. the […]
#212 – Spending Our Anxieties: The Motivations Of Financial Decision-Making With Christine Moriarty
Morgan Housel’s eye-opening book amplified the idea that the intersection of psychology and money is bigger and more bustling than most of us know. Today’s guest, Christine Moriarty, has dedicated her life to finding harmony between the two. Christine isn’t the typical CERTIFIED FINANCIAL PLANNER™. Despite her finance degree and MBA in Entrepreneurship, she was […]
#27 – A 6% Withdrawal Rate: Crazy or Possible? / How To Stay Young As We Age with Doctor Dawn Carr
In today’s episode, Wes delves into the financial aspects of retirement, focusing on the 4% rule formulated by William Bengen. This rule suggests that retirees who withdraw 4% of their portfolio in the first year and adjust for inflation annually can have a sustainable retirement, provided their portfolio has a 50-75% stock allocation. Wes explores the feasibility of […]
#26 – Financial Freedom for Expats / You May Be Able To Retire One (Or Five) Years Sooner
In the first half of this episode of Money Matters, host Wes Moss 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 […]
#211 – 5 Common Mistakes To Avoid When Retiring Early
Despite the continued popularity of retiring at 65, many folks are drawn to the allure of an early exit. The promise of more time for family, travel, and core pursuits can be hard to resist—the very mission of this podcast is to help people retire sooner than they ever thought possible. But as wonderful as […]
