CIA in the Press

Wes Moss Featured On WGN’s Midday Fix: What The Happiest Retirees Know

In this interview on WGN’s Midday Fix, Wes Moss – Author, Managing Partner and Chief Investment Strategist at Capital Investment Advisors, discusses the research he and his team conducted on over 2,000 retirees across America. From the 30 habits highlighted in the book, Wes hones in on some of the critical components and habits needed to live out a happy retirement.

3 critical habits mentioned in this interview include:

Habit #1 – Get to at least $500,000 in savings before retirement.

Habit #2 – Have a paid off (or close to paid off) mortgage.

Habit #3 – Create multiple streams of income before retirement.

These habits, along with many others can keep you in the “happy camp” as you move into retirement.

 

 


Original video here.

This information is provided to you as a resource for informational purposes only and is not to be viewed as investment advice or recommendations.  This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.

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
long-term care insurance or self-insure
Blog

Long-Term Care Insurance vs. Self-Insuring

September 17, 2026
boat building in retirement
Blog

Client Spotlight: Retirement Boat Building

September 14, 2026
4% rule of thumb
Blog

4% Rule for Retirement Withdrawals: A Complete Guide

September 9, 2026
Retire Sooner Method
Blog

The Retire Sooner Method: 5 Steps Toward a Happier, More Confident Retirement

August 27, 2026