#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 […]
#26 – Financial Freedom for Expats / You May Be Able To Retire One (Or Five) Years Sooner
In the first half of this episode of Money Matters, host Wes Moss is joined by Edd and Cynthia Staton. Their retirement plans were disrupted by the 2008 Financial Crisis, leading them to create a Plan B. In 2010, they moved to Cuenca, Ecuador, where they enjoy a comfortable and affordable lifestyle. Their experience reflects […]
#25 – Roger Federer And The Economy
Capital Investment Advisors’ Chief Investment Officer Connor Miller joins Wes in the studio for today’s episode. They delve into the latest information on the Tesla rental car situation. They contrast the state of the economy with public sentiment. They also share a strategy that often helps combat inflation. They cite the Copenhagen City Heart Study’s […]
#24 – Hotlanta, Consumer Prices, Waffle House, And Dividends As Cash For Retirement
CIA’s Wealth Management Analyst, Jeff Lloyd, joins Wes for today’s installment. They discuss Atlanta’s hot temperatures, Father’s Day, and Taylor Swift’s economic impact. Then, they confer about the most recent consumer prices and analyze what’s gone up or down. They talk about tipping protocol, then Chick-fil-A, and transition into examining Waffle House’s hourly wages. Finally, […]
#23 – Tesla, Misery Index, NBA Salaries, And Market History vs. Elections
On today’s episode of Money Matters, Connor Miller, CIA’s Chief Investment Officer, joins Wes in the studio. They start by exploring the fire sale on Teslas. Next, they explain “The Misery Index” and how it can sometimes influence economic vibes more than the actual economic reality does. Then, they focus on a possible change in NBA […]
#22 – T+1 Settlement, Q1 Earnings, Retirement Tips, Scams, Loneliness, and Happiness
On today’s show, Jeff Lloyd, Wealth Management Analyst for Capital Investment Advisors, joins Wes. They briefly discuss the kids being out of school for the summer and Jeff’s celebrity-filled golf outing before shifting to the new T+1 settlement, which says stock trades will settle in one business day rather than two. Then, they analyze core […]
#21 – Nvidia, Fed Minutes, Birth Rates, and Florida Housekeepers
Capital Investment Advisor’s Wealth Management Analyst Jeff Lloyd joins Wes to discuss Nvidia, examine Fed inflation minutes, analyze a worrisome decline in birth rates, and marvel at the annual salaries of some Florida housekeepers. Read The Full Transcript From This Episode (click ‘Details’ below to expand and read the full interview) Wes Moss [00:00:01]: […]
#20 – CPI Report, Best Summer Travel Destinations, And One Small Shift Could Make A $2 Million Difference
CIA’s Wealth Management Analyst Jeff Lloyd joins Wes to dissect the latest financial news and demystify retirement finances. They open with inflation numbers from the recent CPI report, then celebrate the Atlanta Metro area’s rise to #1 on Wallet Hub’s 2024 Best Summer Travel Destination list. They quickly mention the Northern Lights before probing the market’s all-time highs […]
#19 – Warren Buffet, Online vs. Brick-And-Mortar, Chick-fil-A, and Collegial Family Principles
Jeff Lloyd, CIA’s Wealth Manager Analyst, is back in the studio with Wes to keep everyone financially informed and empowered on this special Mother’s Day episode. After a market update, they discuss Q1 earnings and the notion of a Fed pause. Then, they cover some great Warren Buffet quotes and examine Berkshire Hathaway’s annual meeting […]
#18 – Jerome Powell’s Words, Dave & Buster’s Vibes, And Window Shopping For Retirement Withdrawal Rates
Wes is joined by Capital Investment Advisors Chief Investment Officer Connor Miller on today’s show. They digest the week’s news before jumping into Jerome Powell’s recent economic comments regarding interest rates, inflation, and stagflation. Next, Wes recalls a recent Dave and Busters adventure with his son to explore betting on “anything” and who might be […]
