#145 – One Small Change To Make A $2 Million Difference
In this episode, Wes and Retire Sooner producer Mallory Boggs go over Warren Buffett’s “secret sauce” published in the Berkshire Hathaway 2022 Year In Review. They talk about how investing is not easy. While browsing through Buffett’s rate-of-returns, Wes explains how Buffet’s big numbers can equate to a more manageable scale that the average […]
The Perils of Market Timing
Making money is hard. Even though I’ve been fortunate to meet many of my financial goals, I still feel a sense of accomplishment and relief when that “check” clears. Maybe it’s different for billionaires, but then again, maybe not. Most folks remember the trauma of staring into the abyss of an empty bank account. It’s […]
#144 – The Importance Of Structure In Retirement with Steve Lopez
If Hollywood made a movie about your life, who would they cast to play you? Today’s Retire Sooner guest is Los Angeles Times columnist and four-time Pulitzer Prize finalist, Steve Lopez. In Steve’s case, Iron Man himself, Robert Downey Jr., plays Steve in the film adaptation of his best-selling nonfiction book, The Soloist. Wes […]
Client Spotlight: Rafting the Colorado River Through the Grand Canyon in Retirement
When you spend most of your time helping folks plan for the happy retirements they deserve, it’s rewarding to stop and enjoy the ones who get there. What could’ve been a one-off article has become a running series of spotlights because so many of our clients are out there living out their dream retirement life.
Retire Sooner Reading List
Any author will tell you that self-promotion is a vital muscle to develop. You pour your heart out, scribbling ideas before heading to the office, during lunch breaks, and after the kids go to bed. You brainstorm, outline, write, and then rewrite more times than anyone would like to admit. After taming that beast, the […]
#143 – Pain AND Progress For Longterm Investors
Can there be progress without pain? The last 50 years have been a rollercoaster in the financial world and the world at large. In this episode, Wes gives a snapshot of key events from decades passed that had a significant impact on both the financial and cultural zeitgeist, including the effects of the COVID-19 […]
Falling in Love with Dividends
Dividends are a way for a company to return some of its profits to shareholders. They’re cash payments that certain companies give to investors. Each allotment is often paid out as small amounts per share. There’s a story I like to share about my son Jake. He saw a dollar coin on the ground, and […]
#142 – Falling In Love With Dividends
This Valentine’s Day, let’s talk about something near and dear to Wes’s heart: Dividends! What does it take to be wealthy in America? In this episode, Wes and Retire Sooner producer Mallory Boggs take a look at statistics from a new wealth survey showing what level of earner is considered “wealthy” in this day and […]
Client Spotlight: A Happy Retiree’s Bucket List Trip to the Cathedral of Siena
One of the most rewarding aspects of working in portfolio management and retirement planning is seeing positive results in real-time. At our firm, we believe strongly in the principles we preach, but it’s up to our clients to go out there and live life to the fullest. One client, Janet, recently did just that with a visit to the Siena Cathedral located in Italy.
IRAs for Education
The cost of living has been rising, and college tuition is no different. With that harsh reality, folks have had to find creative ways to fund their beloved offspring’s expensive hopes and dreams. According to the US News & World Report, a “2022 Sallie Mae and Ipsos survey found that 18% of parents withdrew from […]
