7 Questions To Ask Retirees

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

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

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

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

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

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

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

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

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