#20 – CPI Report, Best Summer Travel Destinations, And One Small Shift Could Make A $2 Million Difference
CIA’s Wealth Management Analyst Jeff Lloyd joins Wes to dissect the latest financial news and demystify retirement finances. They open with inflation numbers from the recent CPI report, then celebrate the Atlanta Metro area’s rise to #1 on Wallet Hub’s 2024 Best Summer Travel Destination list. They quickly mention the Northern Lights before probing the market’s all-time highs […]
#205 – A 6% Withdrawal Rate: Crazy or Possible?
Running out of money may be retirement’s most frightening concern, so it’s not surprising that people want to know how much of their nest egg they can safely spend. The 4% rule, identified by William Bengen, states that retirees who draw down 4% of their portfolio in the first year of retirement, adjusting every year for inflation, […]
#19 – Warren Buffet, Online vs. Brick-And-Mortar, Chick-fil-A, and Collegial Family Principles
Jeff Lloyd, CIA’s Wealth Manager Analyst, is back in the studio with Wes to keep everyone financially informed and empowered on this special Mother’s Day episode. After a market update, they discuss Q1 earnings and the notion of a Fed pause. Then, they cover some great Warren Buffet quotes and examine Berkshire Hathaway’s annual meeting […]
#204 – Finding Hope with Chan Hellman
Chan Hellman was nearly suicidal until someone in his life gave him hope. Now, he works to spread it to others. As the founding Director of The Hope Research Center at the University of Oklahoma, his research is focused on hope as a psychological strength for children, adults, and families experiencing trauma and adversity. Chan believes […]
#18 – Jerome Powell’s Words, Dave & Buster’s Vibes, And Window Shopping For Retirement Withdrawal Rates
Wes is joined by Capital Investment Advisors Chief Investment Officer Connor Miller on today’s show. They digest the week’s news before jumping into Jerome Powell’s recent economic comments regarding interest rates, inflation, and stagflation. Next, Wes recalls a recent Dave and Busters adventure with his son to explore betting on “anything” and who might be […]
#203 – Answering Your Top Retirement Questions: Part 2
On today’s episode, Wes welcomes Producer Mallory to the studio to tackle more questions from the hypothetical Retire Sooner conference. They analyze options for when to take Social Security, examine the idea of downsizing or relocating in retirement, review three habits that many happy retirees seem to incorporate into their lives, and discuss which tax […]
#17 – Please Won’t You Be My Financially Prohibitive Neighbor?
Jeff Lloyd, Capital Investment Advisors Wealth Management Analyst, joins Wes to assess last week’s concept of the “Parental Federal Reserve” and why PCE (Personal Consumption Expenditures) is a fly in the soup. Next, they focus on financial discipline, zoom in on American productivity, and explain why scary headlines sometimes overshadow positive trends. Wes summarizes a […]
#202 – Tweaking Your Anxiety Settings with Dr. John Delony
We live in a 21st-century world, and our brains haven’t quite caught up. They’re designed to look out for the Saber-toothed tiger, not a million dings and beeps from smartphones. It’s no surprise that anxiety is a massive problem in modern-day life. But Dr. John Delony says anxiety isn’t necessarily a bad thing. It’s just an alarm […]
#16 – Spinach In The Candy Bowl, Jerome Powell On A Wheaties Box, And The Fed’s Interest Rate Delay
Wes welcomes Capital Investment Advisors’ Wealth Management Analyst, Jeff Lloyd, to the studio. They talk about cotton candy inflation and the market’s obsession with the Fed, comparing it to kids preferring candy when their parents insist on vegetables. They evaluate when the Fed might end up cutting interest rates, marvel at Johnson & Johnson raising […]
#201 – Retire Sooner Conference Part One: Are You Pushing A Mower Or Riding A John Deere Lawn Tractor?
On today’s episode, Wes is joined by Producer Mallory Boggs. They brainstorm the idea of holding a “Retire Sooner Conference” and answer some of the questions the attendees might ask the panel. Using his retirement calculator, Wes explores what constitutes a solid retirement plan and how much inflation needs to be considered. Then, combining his Retire Sooner […]
