7 Questions To Ask Retirees

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I recently came across an article by Mark Patterson in U.S. News & World Report that caught my eye. The… Read More

Wes Moss Featured On The Military Money Show Podcast: The Habits To Practice To Be A Happy Retiree

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Wes Moss joins Podcast Host, Lacey Langford, on episode #208 of the Military Money Show Podcast where he shares what… Read More

1 Trick To Change Your Relationship With Money From My Interview With Ken Honda

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As host of the Retire Sooner podcast and Money Matters radio show, I’ve interviewed many impressive guests. Talented experts from… Read More

Five Money Habits of Happy Retirees

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Extensive research and tireless surveys of thousands of happy retirees have convinced me that several different tiers of preparation are… Read More

Client Spotlight: Hidden WWII Letters Help This Retiree Discover More About His Family

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When finding happiness in retirement, our clients take many different paths. From time to time, we like to shine a… Read More

The DOW Jones And S&P 500 Explained

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Stock reports invade your daily news cycle. For radio listeners, it’s a rapid-fire attack on the “fives” along with weather… Read More

How To Protect Your Money In Retirement

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A happy retirement requires diligence and consistency in several categories. If you’ve read either of my books, You Can Retire… Read More

Client Spotlight: A Happy Retiree Couple’s Volunteer Opportunity at Olympic National Park

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At Capital Investment Advisors, our team is lucky enough to work with a stellar group of clients. However, even amongst… Read More

Giving To Others And Finding Your Marginal Propensity For Happiness – A Recap Of My Interview With Mitch Albom

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Mitch Albom’s books have sold more than forty million copies worldwide. But, if you ask me, that number is too… Read More
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