Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 512 published articles
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…
Read more →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…
Read more →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…
Read more →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…
Read more →Core pursuits are like hobbies but more powerful—the activities that make your passions burn. They bring you excitement and fulfillment while you’re doing them. They may even get you out of bed in the morning. Imagine…
Read more →On today’s show, Wes talks about what Warren Buffett called the “rising tide.” Wes feels the bad news about higher interest rates is good news for income investors. By combining the rising stock dividends, the concept…
Read more →What does your digital footprint say about what you want? Data scientist, author of best-seller "Everybody Lies," and speaker Seth Stephens-Davidowitz sits down with Wes Moss to talk about how data can reveal societal and personal…
Read more →Suze Orman is at it again! In a 2023 interview for Moneywise, she took aim at the 4 Percent Rule. “I think it doesn’t work anymore,” she said. “I think it’s very dangerous.”
Read more →Suze Orman recently called the 4 Percent Rule “very dangerous” and said, “It doesn’t work anymore.” In today’s episode, Wes joins forces with Connor Miller, Co-Chief Investment Officer for Capital Investment Advisors, to fight against those…
Read more →There have been far too many scary headlines lately. The most alarming of these came in early August when Fitch downgraded the United States' long-term credit rating to AA+ from AAA, marking only the second time…
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A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
