#36 – Foundational Investment Principles of the Retire Sooner Community
Americans have faced immense financial challenges in the past two-plus decades. The Dotcom Bubble sent stock prices down nearly 50% between 2000 and 2002, the Great Recession and Housing Crisis of 2007-2009 cratered stocks more than 55%, and theCOVID-19 Pandemic and shutdowns sent stocks tumbling 30% in a month’s span and led to massive inflation and high interest rates thereafter. […]
#35 – Labor Pride, Nvidia Buyback Parties, Sausage Demand, And Time-Honored Investment Strategies
On today’s episode of the Money Matters Podcast, Wes is joined by producer Jeff Lloyd. They celebrate the Army of American Productivity and workers everywhere in honor of Labor Day. They look toward Q4 by summarizing Nvidia’s recent $50 billion stock buyback, reviewing the handful of trillion-dollar companies, and inspecting a story about pent-up demand […]
#34 – The Fed, Bulldog Inflation, Housing and Jobs, Market Participation, and the Happy Retiree Planner
Wes is joined by Capital Investment Advisor’s Chief Investment Officer, Connor Miller, on today’s episode. They explore The Federal Reserve’s latest actions, including Chair Jerome Powell’s speech at the Jackson Hole Symposium. They probe the timing of inflation vs. Georgia Bulldog championships. They pore over housing data, including a significant boost in supply and how […]
#33 – Carry Trade, The Death Tax, and Participation vs. Perfection
Wes is joined by Capital Investment Advisors Wealth Management Analyst Jeff Lloyd on today’s episode of Money Matters. They analyze the latest financial headlines to contextualize the recent global market sell-off. Was it all about economic data or a consequence of the so-called “Carry Trade?” Next, they scrutinize the recent attention paid to the “Death […]
#32 – Handling Market Sell-Offs And What The Federal Reserve Might Do With Interest Rates
On today’s episode of the Money Matters Podcast, Wes is joined by Capital Investment Advisors Wealth Management Analyst Jeff Lloyd. They dig into the recent market crash, view it from a historical perspective, and examine productive ways investors can handle typical market sell-offs in their retirement planning process. They evaluate the recent rise in unemployment […]
#31 – The Reawakening of the Stock Market: Shifting Away from Tech Dominance
In this episode of Money Matters, hosts Wes Moss and Connor Miller discuss the recent broadening out of the stock market, with smaller companies and a wider range of sectors outperforming the previously dominant large tech companies. Wes and Connor also touch on a variety of other topics, such as the ongoing Olympics and the […]
#30 – Revisiting 10 Lessons Learned From The Retire Sooner Podcast
Capital Investment Advisors’ Wealth Analyst Jeff Lloyd joins Wes in the studio. Wes instills the top 10 happy retiree lessons he’s learned from his guests while hosting the Retire Sooner podcast. Read The Full Transcript From This Episode (click ‘Details’ below to expand and read the full interview) Wes Moss [00:00:01]: The Q ratio, average convergence, […]
#29 – 401(k) Investor Profiles, Bias, Rebalancing, The Russell 2000 Index, and a Taco Bell Retirement Community
Wes is joined today by Jeff Lloyd, Wealth Management Analyst for Capital Investment Advisors, for a special show on the road in Michigan! They discuss reversion to the mean and then cover the four main types of 401(k) investor allocation “profiles.” Wes then examines confirmation and recency bias and how rebalancing might provide a change. […]
#28 – Summer Travel, Disney, Apples, Inflation, Disinflation, and Participation vs. Perfection
Capital Investment Advisors Wealth Management Analyst Jeff Lloyd joins Wes on today’s show to wade through the financial issues affecting people in today’s environment. First, they zoom in on the summer’s booming travel industry, including eye-opening Disney statistics. Then they take a bite of some tasty apple data, pour over today’s inflation numbers vs. the […]
#27 – A 6% Withdrawal Rate: Crazy or Possible? / How To Stay Young As We Age with Doctor Dawn Carr
In today’s episode, Wes delves into the financial aspects of retirement, focusing on the 4% rule formulated by William Bengen. This rule suggests that retirees who withdraw 4% of their portfolio in the first year and adjust for inflation annually can have a sustainable retirement, provided their portfolio has a 50-75% stock allocation. Wes explores the feasibility of […]
