Client Spotlight: Hidden WWII Letters Help This Retiree Discover More About His Family
When finding happiness in retirement, our clients take many different paths. From time to time, we like to shine a light on the road a particular person has traveled. We’ve covered a lot of territory, but today’s spotlight illuminates more hallowed ground.
#131 – Instilling Financial Literacy In Younger Generations with Dan Sheeks
Financial literacy is the blueprint to building financial success for the younger generation. In general, that could lead to earning your children early financial independence and increased happiness in retirement. To help us learn more about educating the rising generation regarding their finances, we called on Dan Sheeks, Owner and Founder Of Sheeks Freaks LLC, […]
The DOW Jones And S&P 500 Explained
Stock reports invade your daily news cycle. For radio listeners, it’s a rapid-fire attack on the “fives” along with weather and traffic. As the long-time host of Money Matters on WSB radio in Atlanta, I’ve heard enough stock reports to fill a book. In fact, I’ve written two. Despite the barrage of information about […]
#130 – Five Financial Secrets Of The Happiest Retirees
Although numerous habits make up the structure of a happy retiree, financial habits play a large part in creating the fulfilling retirement you’ve always dreamed of and being able to fund your additional interests. In this episode, Wes breaks down the five financial secrets of the happiest retirees based on research from his latest book, […]
How To Protect Your Money In Retirement
A happy retirement requires diligence and consistency in several categories. If you’ve read either of my books, You Can Retire Sooner Than You Think or What the Happiest Retirees Know, you know how well-rounded the happiest retirees are. While I take great pains to point out that a happy retirement is about more than just […]
Client Spotlight: A Happy Retiree Couple’s Volunteer Opportunity at Olympic National Park
At Capital Investment Advisors, our team is lucky enough to work with a stellar group of clients. However, even amongst that group par excellence, Cyndi and Chelsy Cross stand out.
Giving To Others And Finding Your Marginal Propensity For Happiness – A Recap Of My Interview With Mitch Albom
Mitch Albom’s books have sold more than forty million copies worldwide. But, if you ask me, that number is too low. He’s the successful author of many works, but the one that first transcended the American zeitgeist was Tuesdays with Morrie: An Old Man, a Young Man, and Life’s Greatest Lesson. It’s the story of […]
#129 – The Importance of Community with Jan Cullinane
A sense of belonging, support, and accountability; these benefits come with joining a community. In this episode of Retire Sooner, Wes sits down with Jan Cullinane, award-winning and best-selling author, speaker, and consultant to discuss just how important communities are. Jan described what questions you can ask yourself regarding where you are in life. She […]
#128 – The Perils of Market Timing: Missing The Best Days In The Market
Tune in as Wes Moss discusses the investment math, data, and history that could make a major difference in your early retirement plans. Listen as Wes walks through the history of market recovery, what happens when you miss a handful of market up days as an investor, and the importance of participation over perfection when […]
Client Spotlight: A Happy Retiree Couple’s Journey Along The Appalachian Trail
My job is to help folks find a path to happiness in retirement. Time, experience, and curiosity have accumulated into knowledge that I try to impart to my firm’s financial clients, radio and podcast listeners, and readers. One of my rewards is hearing the stories told by the people who take this advice to the next level.
