The Retire Sooner Method by Wes Moss Wes Moss

Reader bonus materials from Capital Investment Advisors

Follow The Retire Sooner Method

The charts, worksheets and tools referenced throughout the book plus bonus charts in vivid color, gathered in one place. Add your email to unlock them.

One email, no confirmation step. You can unsubscribe at any time.

Your resources are unlocked. Everything below is ready to open.

Stop 1

Your resources

Four tools that carry the method off the page and into your own numbers.

Workbook · PDF

The Retire Sooner Workbook

Every worksheet from the book in one printable file. Work through it in order or jump to the chapter you need.

Enter email to unlock

Masterclass · Video

The Retire Sooner Masterclass

Wes walks through the method start to finish and answers the questions readers ask most.

Enter email to unlock

Tool · 5 min

Core Pursuit Finder

Identify the five or more meaningful activities that anchor your happy retirement.

Enter email to unlock

Gallery

The charts, in vivid color

Every chart from the book at full size plus 10 bonus charts, with a short note on how to read it.

Enter email to unlock

Talk it through

Bring your workbook to a 15 minute call

Once you have run your own numbers, the questions get specific. An advisor can talk through whatever came up. No cost, no obligation.

Stop 2

Every chart, at full size

Numbered to match the book. Select any chart to open it larger.

Last stop

Want to run your own numbers with an advisor?

Book a short introductory call with a Capital Investment Advisors advisor. No cost, no obligation, and a chance to ask what the book raised for your situation.

IMPORTANT DISCLOSURE These materials are provided for general educational purposes only and do not constitute investment, legal, or tax advice. They are presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and may not be suitable for all investors. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Always consult your own legal, tax, or investment professional before making any financial decision. Capital Investment Advisors, LLC is an investment advisory firm registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. For more information, including our Form ADV, please visit adviserinfo.sec.gov.

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.