#178 – Life Catalysts Along Your Retirement Journey

Change is a natural part of life. The more we lean in to that change, the better we can plan for and adjust to its consequences. On today’s episode, Wes points out some of the common catalysts for that change, and how we can ultimately make them work for our own retirement happiness. Read The […]

The Cost of Living in a Mad, Mad World

With all the suffering and strife in various parts of the globe, it’s challenging to focus on much else. No financial news matters more than the life and death of our fellow human beings. With that context firmly in mind and no immediate solution in sight, our job as investors is to try our best […]

#177 – The Shred Method with Adam Carroll: Part 2

How do banks calculate the amount due on your monthly mortgage payment? Here’s a hint: it’s not based on an intrinsic desire to benefit you. Banks are in business to make money; you are their compound interest vehicle. In part two of our interview with Adam Carroll, he tells Wes about the Shred Method: a […]

Wes Answers Listener Questions

I’ve been doing some form of financial radio for more than fifteen years. In the book Outliers: The Story of Success, author Malcolm Gladwell stated that it takes about ten thousand hours of practice to become an expert in any given field. I don’t consider myself a radio expert, but I do feel incredibly grateful […]

#176 – Wes Answers Listener Questions

On today’s show, Wes takes some time to answer listener questions. He covers the different phases of retirement, the pros and cons of keeping more than one property at a time, and why some folks have been apprehensive about the recent bond market. If you have a question for Wes, call 800-805-6301 to leave a voicemail or […]

#175 – A Monopoly on Financial Literacy with Adam Carroll: Part 1

Imagine playing Monopoly with actual money. Adam Carroll put $10,000 cash on the board and made his kids roll the dice. He wanted them to learn money’s true value before entering the real world. From virtual tokens to Apple Pay to mom and dad’s wallet, kids aren’t often exposed to the concept that there is a […]

Three Things You Might Not Know About Markets . . . That I Think You Should

Investing is an endeavor of patience and perspective, two virtues not shared by the hurried world. The twenty-four-hour news cycle, social media, and smartphones ensure a steady bombardment of headlines constantly screaming for our attention. That’s why it can be a valuable exercise to take a deep breath, zoom out, and visualize the big picture. […]

#174 – Unretirement—Three Reasons Retirees Are Returning To Work

Today, Wes wades into the concept of Unretirement. Multiple studies suggest that some Americans return to work six months or a year after retiring. There are several reasons for the trend. Wes explains the potential motivations and lists essential factors folks need to consider when making this decision. Whether you’re looking for a renewed sense of purpose […]

#173 – The Happiest Retirees with Ryan Doolittle

On today’s episode, Wes sits down with Ryan Doolittle, host of the Retire Sooner Team’s brand new podcast: Happiest Retirees. Ryan tells Wes that he originally came up with the idea as a way to talk less about philosophy and more about the actual people on the ground, living happy lives in retirement. How did they discover […]

What the Heck is a Core Pursuit?

I spend a lot of time thinking about retirement. Not so much mine, although I should. No, my focus is typically on the retirement of the families we serve, radio and podcast listeners, and people who read my books. My mind is constantly attempting to solve for “x” in the many unique retirement equations that […]

A Retiree’s Guide to Inflation

This guide breaks down where inflation shows up, how it compounds, and considerations to help protect your income.

retiree guide to inflation

101 Trips to Take in Retirement: A Guide to Exploring More, Your Way

Discover destinations worth every mile. You’ve earned the time. Now make the most of it.

From First Job to Retirement—Plan Smart

Your free decade-by-decade guide to building a confident, fulfilling retirement.

Your Retirement Guide

101 Tips for a Smooth Transition