Plan well. Live well.
A library of planning tools, articles, and podcast episodes built to help families find happiness in retirement.
What are you planning for?
Start with the question on your mind. Each topic pulls together articles, podcasts, tools, and guides on that subject.
Start with these four
A short on-ramp to the most useful tools and frameworks in the library.
Happy Retirement Planner
Build a personalized assessment using your finances, lifestyle, and future aspirations.
Start planningMoney & Happiness Quiz
See how your habits compare to the happiest retirees in our research.
Take the quizGuide to Inflation
How rising prices impact retirement and what to do about it.
Read the guideRetire Sooner
Wes Moss on the habits, money, and meaning behind a happy retirement.
Listen nowRun the numbers on your plan
Interactive tools built around the questions families ask us most.
Happy Retirement Planner
Build a personalized assessment using your finances, lifestyle, and future aspirations.
Open the plannerLong-Term Care Planning Guide
A practical framework for deciding whether to self-insure or purchase long-term care insurance.
Download eBookCore Pursuit Finder
Identify the five or more meaningful activities that anchor your happy retirement.
Find your pursuitsRoth Conversion Guide
When a conversion may make sense, and when it may backfire.
Download eBook101 Retirement Tips
An ever-evolving guide, continuously updated with fresh insights from our team, to help you plan for a long, happy retirement.
Download ebookRetirement Planning at Every Age
Age-specific strategies, key milestones, and actionable steps to help you build lasting financial confidence.
Download ebookBrowse everything
Filter by format. Articles, podcast episodes, tools, and eBooks, all in one place.
Article Long-Term Care Insurance vs. Self-Insuring
eBook Long-Term Care Planning Guide
Article Client Spotlight: Retirement Boat Building
Article 4% Rule for Retirement Withdrawals: A Complete Guide
Article The Retire Sooner Method: 5 Steps Toward a Happier, More Confident Retirement
Article Why Is Happiness Important in Retirement? 5 Research-Backed Secrets
Article Client Spotlight: Retirement Bucket List Travel, A South Africa Safari
eBook Retire Sooner Method Book
Article How Much Money Do You Need to Retire? The 3 Green Zones
Wes Moss in Forbes
The latest from Wes's Forbes column on retirement, markets, and money decisions families face.
Three shows, one mission
Practical retirement thinking from the Retire Sooner team, on the road, in the car, or at home.
Buy the Retire Sooner Method Today
Decades of data on retirement happiness, distilled into practical books families actually use.
- Retire Sooner Method
- What the Happiest Retirees Know
- You Can Retire Sooner Than You Think
In The Press
Recent features, recognitions, and commentary from our team.
Long-Term Care Insurance vs. Self-Insuring
Should you buy long-term care insurance or self-insure? See real monthly cost ranges, a 4-step decision framework, and how one family's story changed everything.
Capital Investment Advisors Recognized on the Atlanta Business Chronicle’s Metro Atlanta’s Largest Employers List
Capital Investment Advisors is proud to announce that we have been recognized by the Atlanta Business Chronicle as one of Metro Atlanta’s Largest Employers. We’re honored to be included on this list as we celebrate 30 years of serving the Atlanta community. Our founder, Mike Reiner, established Capital Investment Advisors in 1996, with a mission […]
On September 12, 2025, Barron’s listed Capital Investment Advisors, LLC (“CIA”) as #77 of Top 100 RIA Firms
Capital Investment Advisors is proud to announce that Barron’s has named Capital Investment Advisors, LLC as one of the 2025 top 100 RIA Firms. On September 12, 2025, Barron’s listed Capital Investment Advisors, LLC (“CIA”) as #77 of Top 100 RIA Firms. Rankings were based on assets managed by the firms, growth, technology spending, succession […]
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