Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 512 published articles
The Retire Sooner Team will be back next week to start the new year off with new episodes! In the meantime, listen to your favorite Retire Sooner episodes at wesmoss.com/podcast or your favorite podcast platform. Stay…
Read more →When planning your finances and investments, it's important to remember: Time IN the market is typically more important than TIMING the market. Here's why.
Read more →In this podcast episode, Brynne Simms shares how to set expectations to seek and manage rental properties during retirement, along with sharing her journey to owning and managing her own rental property. She also provides examples…
Read more →This episode features Eddie Goepp, CFP®, Investment Advisor at Capital Investment Advisors. Eddie talks through the closed-end funds investment model and how implementing this strategy can enhance yields and bring balance to your portfolio. Eddie simplifies…
Read more →There’s more to life than being happy. As surprised as you might be to hear those words from me, they are wise ones that come from the profound brain of Emily Esfahani Smith. Between her international…
Read more →In this week’s episode, Mallory Boggs is joined by Joel Dean, CFP®, an Investment Advisor at Capital Investment Advisors and a member of the Retire Sooner team to discuss ESGs, faith-based investing and investing in "sin…
Read more →In this episode, Mallory Boggs is joined by Mitch Reiner, CFP®, CIMA®, Managing Partner and Senior Investment Advisor at Capital Investment Advisors. Mitch shares his three pillars of life concept and how these pillars can help…
Read more →In the aftermath of COVID-19, we're now experiencing shortages with the supply chain. Wes Moss analyzes the impacts of the supply chain and how we can combat it.
Read more →In this podcast episode, Mallory Boggs sits down with a member of the Retire Sooner team and Investment Advisor at Capital Investment Advisors, Kristin Curcio. Kristin provides her tips, insights, and expertise regarding financial planning and…
Read more →In this first episode of season two of Retire Sooner, Mallory Boggs sits down with Robert Sanders from the Retire Sooner Team. Robert is a Partner and Chief Investment Officer at Capital Investment Advisors. Robert explains…
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A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
