Want To Retire Sooner, Happier? New Podcast May Inspire You
I’ve been a contributor to The Atlanta Journal-Constitution for more than a decade now, writing about the markets, the economy, and the pursuit of a happier retirement. I also host WSB’s radio show “Money Matters,” act as the chief investment strategist for my investment firm in Atlanta and wrote a book a few years back. […]
Are You On Track For A Happy Retirement?
Are you on track for a “rich” retirement? While we all want to be secure in our finances, many investors aren’t quite sure how to best achieve this goal. There are vital elements that the most prosperous retirees (and not just financially) have hewn to, and it’s made all the difference. I’m here today to […]
Who Are You Calling Old? 65 Is The New 45!
Friends, I’m here to tell you, 65 is the new 45. Rounding the corner to the typical retirement age of 65 doesn’t mean that you’ll be spending your days in a rocking chair with a glass of sweet tea. People are staying as vibrant deep into their 60s as they were when lordy, lordy they […]
Four Habits To Avoid As You Move Into Retirement
We all know what we ultimately want from life. The simple word, happiness, carries so much weight and possibility. This is especially true during your retired years when your time is yours, and the world is wide-open. It’s essential to remember that while you plan and save over the years, you’re doing more than building […]
What To Avoid If You Want A Happy Retirement
Happiness, joy, pleasure. These are the fruits of a life well-lived. And there’s no riper stage for harvesting these emotions than during our retired years, when our time is truly ours and we can create our own bliss. Your happiness may be cultivated by spending time with the grandkids, traveling the world, and engaging in […]
Marriage, Money And Happiness – Which Phase Are You In?
Cupid, draw back your bow. It’s the weekend of Valentine’s Day, when couples celebrate their love for each other — whether they’ve been together for months, years or decades. Many such revelers have already said “I do” to their life’s love. I’m looking at you today. With love in the air, I want to talk […]
Good News For Retirees Seeking Consistent Income: The 4% Rule Of Thumb Could Now Be 4.5%
There’s huge news in the world of financial planning if you ask me. If ever there was a viral news story in my profession, this could be it. Rarely do we get a piece of breaking news in our arena; we instead get the opposite of flashy reporting, with developments in financial planning happening at a glacial […]
How To Address Three Most Common Retirement Concerns
One of my favorite recent radio callers was who I dubbed, “On The Fence Frank.” He called in to my WSB Sunday radio show, “Money Matters,” and asked, “Wes, I have $1 million in my portfolio, but I’m worried that it’s not enough to retire. I’m 61 and married. What should I do?” Frank very […]
America Is On The Road To Recovery
If pressed to summarize the majority of last year and my expectations for the coming year in one word, I would choose “recovery.” For all the pain and struggle we’ve been through on a personal, political and economic level, there has continued to be a great sense of resiliency in America. It might not feel […]
Finding Your Core Pursuits In 2021
What’s the most important aspect of retirement planning? Building a nest egg? Good answer. However, based on my experience with countless retirees — both happy and unhappy — I think money is actually the second most important aspect of building a great retirement. No. 1 is knowing what you want to do with that money […]
