#192 – Reinventing Yourself In Retirement With Steve Tarr
On today’s episode, Wes sits down with Steve Tarr, a Fellow at the Drucker School of Management, to discuss how difficult the retirement transition can be for busy and successful people. Using the SOAR Program as a guide, they analyze the positive effects of discovering new pathways to meaning, community, and purpose and how they can lead […]
What Retirees Need To Know About The Hidden Power Of Dividends
Dividends are a way for companies to return a portion of their profits to shareholders. Call it a cash reward for being an investor—each allotment is often paid out as small amounts per share. I like to explain the concept by sharing a story about my 8-year-old son. One day, he noticed a dollar coin on […]
#6 – Big Game Economics, Dividend History
Wes Moss and Capital Investment Advisors’ Chief Investment Officer Connor Miller kick off the show by discussing the economics of the Super Bowl on and off the field and the Taylor Swift effect. You’ll hear about the preeminent technology company that recently announced it would pay out $5-billion in dividends. Wes and Connor compare the […]
How To Use Nick Saban’s Football Process For Retirement Planning
Nick Saban, one of the most storied and successful coaches in the history of college football, recently retired. His career took him from the University of Toledo to the Cleveland Browns to Michigan State, and then to LSU, where he won his first national championship. After a brief stint with the Miami Dolphins, he landed […]
#191 – What Retirees Need To Know About A New Bull Market And The Hidden Strength Dividends
Capital Investments Advisors Wealth Analyst Jeff Lloyd joins Wes to discuss the excitement around the market finally recouping its 2022 losses and forging into bull market territory. Then, they delve into the hidden market strength of dividends and what retirees need to know about the opportunities they can provide. Read The Full Transcript From This […]
#5 – Inflation Numbers, Elon Musk, Stock Splits, Market History, Housing News, and Retirement Planning Your Dividend and Long-Term Capital Gain Tax Rates
Wes Moss and Jeff Lloyd update folks about inflation numbers and interest rates, comment on Elon Musk’s tendency to make headlines, and lay out the case for Walmart announcing a good old-fashioned stock split. They refresh listeners on the evergreen concept of market perfection vs. participation, analyze some welcome housing news, and examine how retirement […]
#190 – Navigating the ABCs and D of Medicare with Mary Beth Franklin
On today’s episode of the Retire Sooner podcast, Wes welcomes back Mary Beth Franklin. This time, she takes on the herculean task of simplifying Medicare. They get into the differences between Medicare A, B, C, D, Advantage Plans, Gap Plans, and Supplemental Coverage. Mary Beth lays out which options might suit which people, depending on their lifestyles. […]
What An S&P 500 All-Time High Could Mean For Your Investments
The S&P 500 recently notched its first record close in more than two years. After falling more than 25% in 2022, the S&P 500 rose nearly 35% to retake a new all-time high in January 2024. Thus, a new bull market has arrived. What comes next? Should investors sell and head for the hills? Not […]
#4 – Patience and Excitement in the NFL, Solo Vacations, Dividends, and Bull Markets
Wes is joined in the studio by Jeff Lloyd, Wealth Analyst for Capital Investment Advisors. They discuss the economics surrounding NFL playoff excitement, with a quick nod to Taylor Swift and the Kelce brothers. They praise the patience of the Detroit Lions waiting thirty-two years for a conference championship game, and examine if patience might […]
#189 – Will Nick Saban Be A Happy Retiree?
On today’s episode of Retire Sooner, Wes welcomes Happiest Retirees podcast host Ryan Doolittle to discuss college football legend Nick Saban’s recent retirement. They delve into his famous coaching process, looking for helpful financial and life-planning tips. Using Saban’s specific principles, they lay out the case for focusing on the process rather than the outcome to achieve a […]
