3 Financial Habits Of Happy Retirees
Several different categories of preparation are required to find happiness in retirement, but let’s be honest—the financial one is huge. If you don’t have enough funds to replace your paycheck, it will be tough to do much else. As a financial advisor, it’s my job to help folks optimize their options. My latest book, What […]
#127 – “Purpose Is A Verb” and Seeking Meaning in Life with Richard Leider
What’s the secret to unlocking your best life yet? Finding your purpose. To aid us in doing so, we sought out internationally bestselling author, coach, and keynote speaker, Richard Leider. Listen as he discloses looking at purpose as a verb and grasping the meaning in life. Richard reveals details from his fortuitous encounter with Viktor […]
#126 – 3 Keys Investors Can Use to Help Them Sleep Well at Night (SWAN) In Bear Markets
You’d have to go back to 1937 to find a worse year for a 50% stock/50% bond portfolio. 2022 has been a challenging year for some investors as consumers face inflation and the Fed’s battle against it. In this episode, Wes discusses how the Fed is slamming its foot on the economic breaks and raising […]
#125 – Prioritizing Your Finances and The FIRE Movement with Sam Dogen
Financial chaos can catch us off guard, but we can combat this unforeseen challenge through knowledge and being prepared in advance. To help we’ve called on the Financial Samurai himself, Sam Dogen. He is the mastermind behind FinancialSamurai.com, writer, podcast host, author, and a legend in the financial planning, retire early, and FIRE Movement world. […]
#124 – What Is The Fed Doing With The Market?
As investors, we should train and remind ourselves to focus on the value of companies as opposed to the value of their stocks. Ultimately, doing so can help to relieve market volatility and leave us sleeping better at night. Listen as Wes Moss discusses how the Federal Reserve currently impacts the market along with how […]
#123 – Thriving In Life And Retirement with Patrice Jenkins
Your dreams shouldn’t have an expiration date, even in retirement. In this episode, Wes sits down with Patrice Jenkins, Ph.D., an organizational psychologist, retirement speaker, Founder of Day One Dreams, and author of “What Will I Do All Day?: Wisdom to Get You Over Retirement and On With Living!” Patrice explains how it’s never too […]
#122 – The 4% Plus Rule Explained
Inflation has many investors questioning financial planning and spending decisions, including those making arrangements for a happy retirement. One frequently used concept that can help with retirement spending during times like these lies in the 4% Plus Rule. Listen as Wes Moss explains the math behind the rule during this episode. Wes shares how running […]
#121 – Understanding Different Generations with Chris De Santis
Each generation is different. In fact, some generations are so hard-wired and hardcoded with their own values, that they may overlook the views of others. However, if we understood the generations outside of our own we could better sympathize and empathize with them in our daily lives, workplace, and family life. To help us comprehend […]
#120 – Exploring Second-Act Careers with Nancy Collamer
So you’ve retired. What comes next? Many retirees find themselves lingering within the retirement grey zone as they make their full transition into this new phase of life. But what if there is a second act following your career? One that could check off all the boxes; multiple streams of income, core pursuits, and socialization. […]
#119 – 2022 Is A Tough Year For The Market
2022 has not been an ideal year for some investors. Tune in to today’s episode as Wes Moss explains what considerations to make. Wes walks through how the market has impacted investors for the past few years, his insights on whether or not we are in a recession, and why 2022 still has a strong […]
