Podcasts

#1 – The 5 Secrets of The Happiest Retirees

We all want to be happy. Why wouldn’t we? As an Investment Advisor, I help people recognize and work towards achieving their financial goals. I love it. But today I want to zoom out to the big picture; to discuss what every single person wants from retirement: happiness.

In the first episode of Retire Sooner, I talk a little about my upbringing and where my fascination between money and happiness began. Then dig into the research I did for my book, You Can Retire Sooner Than You Think, on the five secrets of the happiest retirees.

Follow us: Instagram  YouTube

Studies mentioned in this episode:

Ready when you are

Build your customized strategy with our team.

Start with a conversation about your goals, questions, and how a holistic plan could simplify your financial life.

Schedule an intro call

Continue reading

View all articles
How Does Sleep Affect Retirement? The Overlooked Happiness Factor
Blog

How Does Sleep Affect Retirement? The Overlooked Happiness Factor

July 29, 2026
How Long Does It Take to Make a Friend? The Science Behind Real Connection
Blog

How Long Does It Take to Make a Friend? The Science Behind Real Connection

July 22, 2026
Norway and Rhine River Cruise
Blog

Client Spotlight: What a 16-Day Norway and Rhine River Cruise Actually Looks Like in Retirement

July 15, 2026
Metro Atlanta's Largest Employers List
CIA in the Press

Capital Investment Advisors Recognized on the Atlanta Business Chronicle’s Metro Atlanta’s Largest Employers List

July 14, 2026

Roth Conversions: a smart tax move, or an expensive mistake?

A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.