Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 517 published articles
In this podcast episode, Wes shares five reasons retirees are retiring as soon as they can. He also talks through catalysts for retiring, dives into the retirement transition, shares comments from listeners regarding their retirement, reveals…
Read more →Building generational wealth is important and can help to set your family and future family up for success. However, what planning is required when it comes to passing down that wealth to your children and their…
Read more →History continues to repeat itself, especially when it comes to the economy and the stock market. In this podcast episode, Wes shares the power of two stock related averages; the average intra year decline and the…
Read more →Everyone seeks a smooth transition into retirement. Although it’s important to have a successful adjustment individually, including your spouse in the transition is also essential. In this episode, Louis H. Primavera, Ph.D. is back to discuss…
Read more →Quitting your job is your choice, and for most, there is a good reason behind doing it. In fact, there is currently a labor shortage in the U.S. because of so many Americans quitting on their…
Read more →In this episode, Wes sits down with Ann Germany, an expert from The Arbor Company. Ann dives into key traits in normal aging versus cognitive decline and how to prepare if your loved one is diagnosed…
Read more →The happiest retirees practice numerous habits that lead to a fulfilling life. In this episode, Wes continues revealing the do’s and don’ts of the happiest retirees and the advantages of adding those do’s into your own…
Read more →There’s nothing wrong with being a hard worker. Some may even consider hard work as their superpower. However, could hard work and earning an income cost you your happy retirement? In this podcast episode, Wes interviews…
Read more →What separates the happy retirees from the unhappy retirees? It’s not just one habit, but multiple habits that happy retirees implement throughout their routine. In fact, practicing these life, financial, social, and family habits can lead…
Read more →Saving and budgeting your money is important to your financial success, both before and after retirement. Although saving comes with restrictions, it’s important that you don’t restrict yourself from enjoying the little things in life. In…
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