Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 512 published articles
You work hard for your money. But what if your money could work even harder for you? Brian Preston says there’s a way to make that happen. It’s called taking control of your financial freedom, and…
Read more →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…
Read more →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,…
Read more →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…
Read more →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…
Read more →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…
Read more →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…
Read more →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…
Read more →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…
Read more →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…
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A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
