#15 – The Masters, Inflation, Tax Day, Markets Broadening, Baby Boomers, and Magic Retirement Numbers
Wes invites Connor Miller, Capital Investment Advisors’ Chief Investment Officer, into the studio to rave about the lack of inflation at the Masters Golf Tournament’s concession stands and lament the stickiness of overall inflation in the economy. Then, they examine the looming tax deadline, market-broadening behavior, Baby Boomers, and California’s minimum wage. Finally, they talk […]
#200 – Financial Freedom For Expats with Edd and Cynthia Staton
Edd and Cynthia Staton’s retirement plans were on track. Then, the 2008 Financial Crisis hit. Their careers disappeared, their home lost its value, and their savings plummeted. Realizing recovery was unlikely, they needed to come up with a Plan B. And boy, did they ever. In 2010, they moved to Cuenca, Ecuador. Don’t worry, they […]
#14 – Caitlin Clark, Taxing Gen Zers Pay, Nest Eggs, Baby Boomers, Ray Dalio, and Max’ing Out Retirement Without Running Out
Wes welcomes Capital Investment Advisors’ Wealth Management Analyst, Jeff Lloyd, to the show. They compare notes about NCAA basketball, especially Iowa’s Caitlin Clark, then segue into an article about Gen Zers needing a therapist to deal with the stress of filing taxes. Wes breaks down changes in the formerly surging Magnificent Seven set of stocks, […]
#199 – The Dog Chasing Tail Investment Strategy
On today’s show, Wes is joined by Producer Mallory to elaborate on the pitfalls of fleeing the market during turbulent times. They comment on the shell shock of the Covid-19 lockdowns back in 2020 and how tempting it was for fearful investors to yank their money out of the market. Wes empathizes with the temptation […]
#13 – Bananas, McDonald’s, Krispy Kreme, and Broadening the Rally
Wes is joined by Capital Investment Advisors Chief Investment Officer Connor Miller. They discuss Applebee’s date night pass and the rising cost of eating out, Krispy Kreme teaming up with McDonald’s, and which budget areas Americans are choosing to tighten because of inflation. Then they elaborate on the S&P 500 having its finest first quarter […]
#198 – How To Strengthen The Aging Brain with Dr. Nicole Byers
We all know aging comes with cognitive challenges, but how early do they start? Sometimes, I forget my email password or where I put my car keys. Should I be worried? Dr. Nicole Byers came by to give us some fascinating answers, including the magical age when it can be beneficial to consume MORE calories. […]
#12 – Farm-aceuticals And How Food Impacts Health with Dr. William Li
Medicines help to treat illness within the body, but what if we replaced filling a prescription with filling our bags at the farmer’s market with foods that can heal our bodies from the inside out? Dr. William Li, world-renowned physician, scientist, TED speaker, and author of “Eat To Beat Disease,” joins this episode to share […]
#197 – Lessons From The Psychology Of Money: Part Two
In part two of Wes’ favorite takeaways from Morgan Housel’s bestselling book, The Psychology of Money, he teams up with Producer Mallory to discuss the power of tail events, the misconception of money and respect, the illusion of wealth, the simple act of saving, how reasonable is greater than rational, expecting the unexpected, leaving room for […]
#11 – Inflation, COVID Lessons, Microsoft, And Economic Cognitive Dissonance
Wes is joined by Connor Miller, the Chief Investment Officer for Capital Investment Advisors, on today’s episode of the Money Matters podcast. They cover the latest inflation news, carefully reflect on lessons learned from the challenging COVID era, and analyze the fascinating origin story of Bill Gates and Microsoft. Finally, they examine why so many people haven’t […]
#196 – 12 Reasons Why Life Gets Better With Age with Chip Conley
You can’t say the word “midlife” without imagining a crisis. An aging bald guy who cheats on his wife and buys a sports car to fill the void. But Chip Conley says we’re looking at it all wrong. The midlife age range has been unfairly branded, and he’s on a mission to change it. He […]
