Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 511 published articles
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…
Read more →Are you, a parent, or a spouse transitioning to an assisted living facility? Determining what steps to take when paying for the expenses is a significant role, especially if your loved one is not present to…
Read more →This week we’re taking a peek behind the scenes of child stars and the financial struggles that are so often associated with them. Jason Minor, a former Mickey Mouse Club member and child star turned financial…
Read more →What is loss aversion, and how does it affect investors when it comes to the stock market? Wes Moss shares the story of his 9-year-old son to unpack this phenomenon.
Read more →Is the US economy in a market bubble that could burst sooner than we think? It’s the question that has been on the minds of many investors causing some degree of fear, anxiety, and uncertainty. After…
Read more →What can I do to retire sooner? What should I be investing in? What is the status of the stock market? Don’t fret. You came to the right place! In this podcast episode, Wes answers questions…
Read more →When it comes to finances, money conversations can be a difficult topic for some couples. Surprisingly, it’s also common for couples to be clueless about each other’s salaries and what their combined money is being used…
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A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
