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Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 516 published articles
Today’s episode features licensed psychologist Louis H. Primavera, PhD. Wes and Dr. Primavera discuss the four stages of retirement including mental prep.
Read more →Whether you get your news by television, websites, or social media, it is often dominated by a negative narrative. After all, the old saying when it comes to the media is, “if it bleeds, it leads.”…
Read more →Wes sits down with Tom Vanderbilt to discuss important lessons, reclaiming your identity by learning something new and why failing is a good thing.
Read more →Today we’ll discuss the 15/50 Stock Rule, which helps guide investors in maintaining a balance between risk and reward according to their time horizon. In this episode, we’ll focus on the conversation soon-to-be retirees are likely…
Read more →Whether or not to invest in technology companies is a common question among investors. Wes Moss dives into whether this investing strategy and what you can do.
Read more →Jill Schlesinger, CBS News Business Analyst and Author, shares some fantastic advice about retirement planning and the questions you should be asking to define your needs, manage your money and make smart financial decisions.
Read more →In this episode, we’ll discuss the habits Thomas Stanley wrote about in 1996, of the people who have created not just high income, but wealth - The Millionaire Next Door.
Read more →As we near retirement we may end up taking care of our parents, children or both. Richard Eisenberg shares his experience as a caregiver and best practices.
Read more →Humans are naturally reactive, it’s a survival technique but those who are able to look beyond the market storms are the investors that are typically rewarded.Today I’m going to share with you one of the most…
Read more →Whether you’re 25 or nearing retirement age, you’ll learn something new about how to maximize social security and plan for the future in today’s episode with Mary Beth Franklin.
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