#3 – Seesaw Market Reactions, Soft Landing Hopes, and Nick Saban’s Happy Retiree Potential
Wes is joined by Capital Investment Advisors’ Chief Investment Officer Connor Miller to break down the “wait and see” mentality investors and Wall Street professionals seem to have about the seesaw start to the year, with all three major indices moving up and down. They look at certain areas of the market and examine how […]
The Army Of American Productivity And Your Retirement
A recent Gallup study showed that only 31% of the workforce in the U.S. and Canada loved or even liked their jobs, referring to this group as “engaged.” The other 69% were either “quiet quitting,” meaning they expel just enough energy to keep a job, or “loud quitting,” where the employee turns venting into a performance of […]
#188 – How Retirees Can Optimize Their Social Security Benefits with Mary Beth Franklin
Social Security can be an essential stream of income for retirees on a fixed income. Unfortunately, the seemingly endless rules and regulations can overwhelm even the most informed applicants. In today’s Retire Sooner episode, Social Security ace Mary Beth Franklin joins Wes to bring listeners the most up-to-date information and context about avoiding pitfalls and maximizing benefits. In a […]
#2 – Tiger Woods, Nick Saban, Bitcoin ETFs, and a Half-Billion-Dollar Pizza
On today’s episode of the Money Matters podcast, Capital Investment Advisor Wealth Analyst Jeff Lloyd joins Wes to delve into the eye-opening headlines about Tiger Woods leaving Nike and the SEC approving Bitcoin ETFs. They share relief and optimism about the latest CPI inflation numbers. They pose the question of what a billion-dollar pizza looks […]
2024 Market Outlook: A Whole New World
The holidays are behind us. As we regain our fighting form, let’s take a moment to gaze downstream and see where the current seems to be heading. No one can predict the future, but specific trends can sometimes be clues. The new year ushers in what could look like “A Whole New World” to investors. […]
#187 – 2024 Outlook: A Whole New World
In today’s episode of the Retire Sooner podcast, Wes is joined by Capital Investment Advisors Chief Investment Officer Connor Miller. They discuss the possibility of 2024 ushering in “A Whole New World” for markets, investors, and retirees. They reiterate that purchasing power is a perennial goal for the happy retiree. Inflation lay nearly dormant from 2009 […]
#1 – 2024 Outlook: A Whole New World
In today’s episode of the Money Matters podcast, Wes is joined by Capital Investment Advisors Co-Chief Investment Officer Connor Miller. They discuss the possibility of 2024 ushering in “A Whole New World” for markets, investors, and retirees. 2023 saw the most significant inflationary surge since the 1970s, which helped trigger the highest short-term interest rates […]
#186 – Dave Ramsey Says You Can Withdraw 8% From Your Retirement Portfolio
Anyone in the Retire Sooner family knows how passionate Wes is about the 4 Percent Rule—William Bengen’s rule of thumb that originally discovered retirees who draw down 4 percent of their portfolio in the first year of retirement and then adjust this amount yearly for inflation would likely see their money outlive them, assuming a 50 to 75 […]
American Anxiety Amidst a Healthy Economy
One of the most popular Christmas songs of all time is one you may not have heard. Far from a carol, “Fairytale of New York” is a moody dance ballad by the Celtic punk-folk band The Pogues, featuring Kirsty MacColl. A perennial Christmas hit in the UK and beloved worldwide, in December 2022, the song […]
#185 – A Gold Medal for Positivity with Scott Hamilton
Arguably the most recognized male figure skater in the world, Scott Hamilton has won 70 titles, awards, and honors, including an Emmy nomination, induction into the United States Olympic Hall of Fame, and the World Figure Skating Hall of Fame. He later became a fan-favorite analyst/commentator, performer, producer, and best-selling author. He even shared the […]
