#61 – Market Volatility Unmasked: Strategies to Help Protect Wealth and Seize Opportunities
Navigate market uncertainty with confidence. Break down the latest correction, why investors may be shifting assets, and whether history suggests recovery or deeper trouble. Uncover the real impact of inflation, tariffs, and economic policy shifts while understanding why the current administration seems to be skipping short-term stimulus for long-term structural change. Analyze how bear markets […]
#243 – Retire Sooner, Retire Smarter: 6 Costly Mistakes to Avoid for Financial Freedom
Dive into the six biggest mistakes early retirees often make—and how to avoid them. Are you financially prepared to retire sooner than 67? See why a phased retirement strategy can be a game-changer, learn how to secure multiple streams of income, and examine why location matters when it comes to staying close to family. Tackle […]
#60 – Live-In Flips & FIRE: How to Build Wealth, Avoid Taxes, and Retire Sooner With Bigger Pockets’ Mindy Jensen
Can smart real estate investing and the FIRE movement transform your financial future? Uncover the powerful “live-in flip” strategy that sometimes allows homeowners to renovate, sell, and pocket massive tax-free profits—all while living in the home. Learn how to leverage tax laws legally, navigate real estate markets, and maximize returns without overpaying Uncle Sam. Plus, […]
#242 – 10 Habits of the Happiest Retirees: Smart Money Moves & Fulfilling Lifestyles
Break down the five financial habits of the happiest retirees—including how much money you really need, the power of multiple income streams, and why paying off your mortgage faster might boost happiness. Learn how rational optimism can fuel effective investing and how the 4% Plus Rule of thumb can typically keep you from running out […]
#59 – Retirement Readiness: Roth IRAs, the 4% Rule, and Practical Investment Strategies
Discover how to maximize your Roth IRA, balance pension income, and use the 4% rule of thumb to determine if you’re truly ready to retire. Learn why asset allocation is critical, when to consider shifting from stocks to bonds, and whether cash can possibly replace bonds in a portfolio. Tackle real-world scenarios like handling inherited […]
#241 – How Much Do You Need To Retire? Break It Down And Fill The Gap
Tackle the million-dollar retirement question: How much is enough? Use Wes’s “Fill the Gap” (FTG) method to simplify retirement math—subtract guaranteed income like Social Security from your monthly spending goal and multiply the shortfall by 25 to calculate target savings. Explore other early retirement strategies, including the debate about lump sum buyouts vs. pensions, and […]
#58 – Market Myths Busted: Panic Less And Plan Smart—GDP Growth, Bond Yields, and Productive Retirement Strategies
Cut through the media noise. Debunk Robert Kiyosaki’s latest market crash warning. Ease financial and geopolitical anxiety with facts: GDP is growing over 2%, inflation is cooling, and the labor market has snapped back to a healthy balance—challenge fear-driven narratives by focusing on fundamentals. Could Walmart’s earnings stumble be a hiccup rather than a harbinger? […]
#240 – Millionaire Mindset Unlocked: Hard Work, Thoughtful Investing, and Bogle’s Playbook Might Fast-Track Your Retirement
Probe America’s “mini-millionaires”—how they earn, invest, and build wealth through hard work, not luck. Dive into the potential for owning stocks and buying a home with a focus on financial independence, not flash. Wes and Christa take listener questions to tackle substantial inheritance management, debate bonds vs. money markets for long-term gains, examine Robo-advisors hoarding […]
#57 – Gold’s True Value, Inflation’s Next Move, and a Manufacturing Boom—Decode the Economic Shake-Up
Dive into the latest financial headlines, examine the impact of modern work-from-home trends, and explore the three most compelling economic charts of the moment. Analyze inflation as it edges up around 3%, raising questions about the Federal Reserve’s next move. Debate revaluation’s potential role in helping shrink the deficit by looking at how the U.S. […]
#239 – Lump Sum Or Pension? Crack the 6% Code + Market Highs & Retirement Power Moves
Should you take a lump sum or pension payout? Use the 6% Test to help you decide. With markets hitting record highs, is it the right time to invest, or should you wait? History suggests some clues that retirement planning should not be left to chance. Wes Moss and Christa DiBiase provide crucial context by […]
