Let’s Get Started with Jill Smith Entrekin
The Happiest Retirees podcast debuted on September 19, 2023, and Jill Smith Entrekin was our very first guest. As the new kids on the podcast block, it was essential to start strong, and Jill’s performance was the bulging bicep we needed to flex our mission of helping families retire happier. What makes Jill a happy […]
Do You Want to Become the Millionaire Next Door?
When you think of a millionaire, what do you see? A butler selecting from an identical lineup of tuxedos parading along a conveyor belt in a closet that smells of rich mahogany? A personal assistant slipping diamond-laced Louboutins over the freshly exfoliated heels of an elegant woman? If these descriptions match your imagination, you’re not alone. But […]
10 Financial Catalyst Events That Could Impact Your Happy Retirement Planning
Change is part of life. There’s no avoiding it, and the energy spent trying is wasted. As we plan for retirement, it’s essential that we accept this reality and make the most of what’s thrown at us. With the right attitude, change doesn’t have to be a bad thing. We previously covered ten lifestyle catalysts […]
Client Spotlight: Liz & David’s Dream Trip to Iceland
Our readers know that from time to time, we like to swing the spotlight around, off of us, so that the light can shine brightly upon our clients. Today, we need two lights—one for our clients and one for the Travel and Cruise Authority who helped them plan the trip of a lifetime.
10 Lifestyle Catalyst Events That Could Impact Your Happy Retirement Planning
Life is unpredictable. One of the very few things we can count on as we plan for retirement is that change will be constant. We may kick and scream at first, but eventually, it becomes clear that life’s twists and turns do not require our approval. Our only move is to accept them, and lean […]
Consistency vs. Chasing Returns: A Study on Investment Performance
The fear of missing out (FOMO) is the anxiety a person feels when missing out on opportunities they perceive that others are experiencing. Whether it involves trying to get tickets to Taylor Swift: The Eras Tour or keeping up with the latest trends posted on social media outlets (think Facebook, Instagram and Twitter) most of […]
The Cost of Living in a Mad, Mad World
With all the suffering and strife in various parts of the globe, it’s challenging to focus on much else. No financial news matters more than the life and death of our fellow human beings. With that context firmly in mind and no immediate solution in sight, our job as investors is to try our best […]
Wes Answers Listener Questions
I’ve been doing some form of financial radio for more than fifteen years. In the book Outliers: The Story of Success, author Malcolm Gladwell stated that it takes about ten thousand hours of practice to become an expert in any given field. I don’t consider myself a radio expert, but I do feel incredibly grateful […]
Client Spotlight: Barbi’s Cowgirl Escapade & Living the Colorado Dream
We’ve all got that dream that’s been creepin’ and crawlin’ around in the back of our minds for years. Perhaps it’s something we’ve always wanted to do but never got the chance or had the nerve.
Filing Early for Social Security Benefits: Avoid This Misstep in Your Retirement Planning
Saving Grace, The Early Filing Bear Trap As Capital Investment Advisor’s resident Social Security specialist, I spend a fair amount of time helping people with their benefits filing strategy. Many times, in that process, I discover that would-be retirees are not aware of how filing early could have a negative impact on their monthly Social […]
