3 Investing Keys to Help Retirees Sleep Well at Night
Can money buy happiness in retirement? I think it can, but the cost might be lower than you think. We often miss the point when philosophizing about the benefits of having money vs. not. Of course, most of us would prefer having a lot of money, but there’s a social or self-imposed pressure not to […]
#150 – The Good Life Method With Paul Blaschko
What do economists and philosophers have in common? It’s not a trick question, but rather a debatable topic that Wes Moss and today’s guest, Paul Blaschko could discuss until the end of time! Paul Blaschko is the professor for the University of Notre Dame’s most popular undergraduate class on philosophy. Wes and Paul dive deep […]
The Taxman Cometh: Ed Slott To The Rescue
Tis’ the season for W-2’s, 1040’s, Schedule C’s, 1099’s, capital gains, and all the rest. Yes, it’s tax season, yet again, and no matter how many challenges we’ve seen this year with the stock market, interest rates, and egg prices, the government still wants its money. While others may kneel before the tax gods and […]
#149 – The Millionaire Next Door & Richer Than A Millionaire with Bill Danko
There are seven fundamental habits that many self-made millionaires have in common, and today’s guest best-selling co-author of “The Millionaire Next Door,” affluence expert and educator Dr. Bill Danko, explains. In this episode, Dr. Danko sits down with Wes to explain his research and findings on the most common traits among those who have accumulated […]
What Happened To Silicon Valley Bank?
As Robert Sanders, Co-Chief Investment Officer at Capital Investment Advisors, recently said on my Money Matters radio show, the number one job of a bank is to not run out of money. Unfortunately, Silicon Valley Bank broke this rule, as a timing mismatch left them short on dry powder — cash reserves a company maintains […]
#148 – The Unvarnished Truth Of What Humans Really Want With Seth Stephens-Davidowitz
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 trends in desires, psychology, wealth building, and more. This includes when you become a sports fan, who you […]
#147 – Revisiting How To Find Your Core Pursuits
Purpose + passion + fun = core pursuits! When it comes to living a happy retirement, the more passions a retiree has, the better. But, on the other hand, our research shows that unhappy retirees tend to have less than two core pursuits driving their post-work life. So, how can you discover your core […]
A Random Walk Down Wall Street with Burton Malkiel
Doctor Burton Malkiel is a living legend! His all-time classic, A Random Walk Down Wall Street, is widely regarded as one of the most influential books in the history of investment management. I can’t emphasize enough how much of an impact it had on the entire financial industry. Many of us who work in finance […]
#146 – A Random Walk Down Wall Street With Burton Malkiel
The finance industry has innovated exponentially in recent decades, but are there some innovations that investors find more helpful than others? In this episode of Retire Sooner, Wes is joined by renowned economist and author of the highly influential book on investing, “A Random Walk Down Wall Street,” Burton Malkiel. They dive deep into […]
Saving vs. Investing: One Small Shift to Make a Two Million Dollar Difference
Sufficient funds may not be the only ingredient in the happy retirement sauce, but there’s a reason the recipe calls for it. Of course, you could make marinara without tomatoes, but why would you punish your taste buds that way? There’s no way around the fact that money serves an essential purpose. It provides opportunities […]
