Wes Moss

Had a wonderful time on the latest episode of the Clark Howard show with Christa. We explored whether the classic 60/40 portfolio and the 4% rule are still viable strategies in today's market despite some recent skepticism from financial articles.

We also tackled some excellent listener questions, covering topics from how to handle employee benefits to the intricacies of different retirement accounts.

Big thanks to Christa for moderating a great discussion. Listen wherever you get your podcasts!

Wes Moss Featured On The Clark Howard Podcast: Do the 60/40 Portfolio and the 4% Rule Still Work? A recent article from the Wall Street Journal took a shot at two time-honored investment strategies: the 60/40 portfolio and the 4% rule. Will these two financial principles work in the future? CERTIFIED FINANCIAL PLANNER® Wes Moss, a managing partner with Capital Investment Advisors, joins Christa...

Running out of money may be retirement’s scariest worry. How much can someone withdraw from their account each year without exhausting the resources they need to live comfortably throughout retirement? This debate has led to heated arguments—even among experienced financial planners. Let's discuss.

What A 6% Withdraw Rate Could Mean For Your Retirement Running out of money may be retirement’s scariest worry.

This week's Money Matters is now live! Wes and Jeff discuss Nvidia, examine Fed inflation minutes, analyze a worrisome decline in birth rates, and marvel at the annual salaries of some Florida housekeepers.

#21 - Nvidia, Fed Minutes, Birth Rates, and Florida Housekeepers  Capital Investment Advisor’s Wealth Management Analyst Jeff Lloyd joins Wes to discuss Nvidia, examine Fed inflation minutes, analyze a …

Today on Retire Sooner, I revisit one of my favorite interviews from my radio show, Money Matters. I talked about Blue Zones – areas in the world where people live exceptionally long and healthy lives – with renowned explorer, educator, and expert on longevity from National Geographic, Dan Buettner. From diet to social connections to DNA, they explore many factors that impact our well-being. This includes the benefits of having a sense of purpose and passion, a key tenant of the Retire Sooner mission. We also explain which health and happiness strategies different Blue Zones across the globe excel at, offering inspiration and considerations for living longer and retiring happier. Originally recorded in 2019 for Money Matters on 95.5 WSB in Atlanta, there are timeless lessons we hope listeners will take from this discussion.

#166 - Unlocking the Lessons of Blue Zones with Dan Buettner Today on Retire Sooner, Wes Moss revisits one of his favorite interviews from his radio show, Money Matters. He talked …