Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 511 published articles
Wes and Christa delve into essential topics to help get you ready to retire sooner and happier, including: Review the Wes Moss 10-point retirement readiness checklist. Understand how to transition from saving to spending. It sounds…
Read more →Wes and Connor deliver timely insights on U.S. debt, tax reform, interest rates, and practical strategies for family life and financial planning. From economic breakdowns to a creative summer challenge for kids, this episode blends national…
Read more →Tackle Roth IRA strategies, dollar cost averaging, passive investing risks, strategic retirement withdrawals, and more. Whether you're planning early retirement or optimizing your current portfolio, Wes and Christa deliver actionable insights and answer listener questions, including:…
Read more →Wes Moss and Conner Miller provide historical context and perspective on the latest financial news, including: The markets staged a dramatic V-shaped recovery following tariff fears. Investors, take note: Volatility can reverse quickly. Once you’ve chosen…
Read more →Wes and Christa compare ETFs vs. index funds and retirement accounts vs. brokerage accounts. Unlock financial clarity and early retirement strategies with this jam-packed episode of dynamic discussion and listener questions, covering topics such as: The…
Read more →Jeff Lloyd joins Wes to tackle the week’s critical issues, such as: Celebrate Mother’s Day with purpose! From heartfelt shout-outs to family meal plans, honoring Mom is always a worthwhile investment. Tariffs hit home—literally! Wes’s son…
Read more →Is owning a home still a good investment? What are the 5 most important topics to cover when meeting with someone for financial guidance? Wes and Christa cut through the noise to explore these issues and…
Read more →Jeff Lloyd joins Wes to explore the latest news, compelling financial insights, and human psychology: Consider the Mappiness Project—What truly brings you joy? Are you building a life that includes high-ranking endeavors? Rediscover Your Core Pursuits—Jeff…
Read more → Explore ways fear can sometimes subside in financial markets. Examine how missing the worst days, not just the best ones, can lead to less productive gains over time. Wes and Christa analyze: Why 2025’s market…
Read more →Connor joins Wes to analyze essential current events: Connor asks, "Are We Having Fun Yet?" with the constant scary headlines and market volatility from tariff repercussions. Stress from the ongoing uncertainty in trade talks with China.…
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A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
