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 plannerMoney & Happiness Quiz
Discover where you land on the happiness habits research, with personalized takeaways.
Take the quizCore Pursuit Finder
Identify the five or more meaningful activities that anchor your happy retirement.
Find your pursuitsA Retiree's Guide to Inflation
How to protect purchasing power through every season of retirement.
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.
eBook
The Retire Sooner Method
Article
What Is Dry Powder In Investing? How Much Cash Retirees May Need To Weather Market Downturns
Article
Do You Know Your Marginal Tax Bracket?
Article
Can I Use My Retirement Account to Help My Child Buy a House?
Article
Roth Conversion Strategy: Tax Brackets, Medicare Premiums, and Hidden Retirement Planning Risks
Article
Adventure After Retirement: Hiking the Tour du Mont Blanc
Article
Are Covered Call Income ETFs Worth It? What Investors Should Know
Article
Should You Cancel Life Insurance Before Retirement? What to Consider First
Article
Should You Switch to a Roth 401(k) Right Before Retirement?
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.
Preorder 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.
Capital Investment Advisors Named to InvestmentNews’ 2025 List of Top Financial Advisor Teams in the USA
ATLANTA – May 23, 2025 – Capital Investment Advisors is proud to announce that it has been recognized as one of InvestmentNews’ “Top Independent HNW Teams of 2025” and was among 20 firms chosen in the Southeast Region. According to InvestmentNews, the selection process relies solely on objective, independent data such as: SEC filings: Evaluated […]
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 […]
Jeff Lloyd Featured in MarketWatch
Recently, Wes Moss was featured in a MarketWatch article on secrets to successfully taking RMDs – and minimizing taxes while doing it. Read the excerpted section of the article below. ‘A well-crafted plan should be personalized to align with income needs, charitable intentions, and legacy planning objectives,’ says Jeff Lloyd, investment adviser representative at Capital […]
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