Best Wes Moss Podcasts (2024)

1
Fed Rate Cuts, University Degree Efficacy, Millionaire Renters, And Election Result Market Returns 1:07:07

19h ago1:07:07

1:07:07

Wes is joined by CIA’s Chief Investment Officer Connor Miller on today’s episode of Money Matters. They discuss the significant news about the Fed cutting interest rates. They probe a study showing that 41% of Americans report peak stress conditions, though the misery index fell slightly from last year. They dive into a list of which university deg…

1
Caring For Caretakers with Elizabeth Miller 50:07

4h ago50:07

50:07

More than one in five Americans serve as caretakers for an elderly parent or aging relative. How will we know what to do if and when that time comes? Is there someone we can ask? On today’s episode of the Retire Sooner Podcast, Wes sits down with author and Certified Caregiving Consultant Elizabeth Miller. Elizabeth’s experiences caring for her agi…

1
Inflation Softening, Election Uncertainty, Apple Stats, And A 5% Retirement Withdrawal Rate 36:13

5h ago36:13

36:13

Wes is joined by Money Matters Producer Jeff Lloyd. They delve into current events affecting Americans—U.S. inflation softening as the Federal Reserve prepares to cut interest rates, the latest mortgage figures, and how election uncertainty may be influencing the stock market. Then, they use the new iPhone 16 announcement to examine Apple’s statist…

1
Defending Core Investment Principles 26:52

16h ago26:52

26:52

In today’s episode of the Retire Sooner Podcast, Wes takes aim at a recent Wall Street Journal article claiming the 60/40 portfolio and 4% retirement withdrawal rate could lead to ‘catastrophic’ outcomes. Wes concedes the author’s point about market unpredictability but rebuts such a gloomy hypothetical. He points to the potentially destructive con…

1
Foundational Investment Principles of the Retire Sooner Community 46:48

3d ago46:48

46:48

Americans have faced immense financial challenges in the past two-plus decades. The Dotcom Bubble sent stock prices down nearly 50% between 2000 and 2002, the Great Recession and Housing Crisis of 2007-2009 cratered stocks more than 55%, and theCOVID-19 Pandemic and shutdowns sent stocks tumbling 30% in a month’s span and led to massive inflation a…

1
The Secret to Happy Aging With Alan Castel 41:47

18d ago41:47

41:47

Have you ever met a 75-year-old who seems 40? How about a 30-year-old who seems 50? Why do some folks seem to age like a fine wine while others settle like a lukewarm wine cooler? On today’s episode of the Retire Sooner Podcast, Wes sits down with Dr. Alan Castel to delve into how we might be able to improve our own aging process. A Professor in UC…

1
Labor Pride, Nvidia Buyback Parties, Sausage Demand, And Time-Honored Investment Strategies 33:52

22d ago33:52

33:52

On today’s episode of the Money Matters Podcast, Wes is joined by producer Jeff Lloyd. They celebrate the Army of American Productivity and workers everywhere in honor of Labor Day. They look toward Q4 by summarizing Nvidia’s recent $50 billion stock buyback, reviewing the handful of trillion-dollar companies, and inspecting a story about pent-up d…

1
Foundational Investment Principles of the Retire Sooner Community 46:57

21d ago46:57

46:57

Americans have faced immense financial challenges in the past two-plus decades. The Dotcom Bubble sent stock prices down nearly 50% between 2000 and 2002, the Great Recession and Housing Crisis of 2007-2009 cratered stocks more than 55%, and theCOVID-19 Pandemic and shutdowns sent stocks tumbling 30% in a month’s span and led to massive inflation a…

1
The Fed, Bulldog Inflation, Housing and Jobs, Market Participation, and the Happy Retiree Planner 1:07:08

17d ago1:07:08

1:07:08

Wes is joined by Capital Investment Advisor’s Chief Investment Officer, Connor Miller, on today’s episode. They explore The Federal Reserve’s latest actions, including Chair Jerome Powell’s speech at the Jackson Hole Symposium. They probe the timing of inflation vs. Georgia Bulldog championships. They pore over housing data, including a significant…

1
Retire Sooner Pajama Party 58:03

27d ago58:03

58:03

A fulfilling job is great, but being able to do it in your pajamas? Now, we’re talking. On today’s episode, we’re joined by Kerry Hannon, author of “Great Pajama Jobs: Your Complete Guide To Working From Home.” Between that and the dozen other books she’s published, Kerry is a renowned professional on careers, entrepreneurship, and financial planni…

1
Carry Trade, The Death Tax, and Participation vs. Perfection 54:00

24d ago54:00

54:00

Wes is joined by Capital Investment Advisors Wealth Management Analyst Jeff Lloyd on today’s episode of Money Matters. They analyze the latest financial headlines to contextualize the recent global market sell-off. Was it all about economic data or a consequence of the so-called “Carry Trade?” Next, they scrutinize the recent attention paid to the …

1
How To Handle A Market Selloff 23:38

29d ago23:38

23:38

On today’s episode of the Retire Sooner Podcast, Wes examines the recent market crash and analyzes how the Fed’s decisions may have helped lower inflation but negatively affected the housing market and unemployment rate. Wes acknowledges that the specific challenges can differ for each market downturn but reassures listeners that productive reactio…

1
Handling Market Sell-Offs And What The Federal Reserve Might Do With Interest Rates 55:57

1M ago55:57

55:57

On today’s episode of the Money Matters Podcast, Wes is joined by Capital Investment Advisors Wealth Management Analyst Jeff Lloyd. They dig into the recent market crash, view it from a historical perspective, and examine productive ways investors can handle typical market sell-offs in their retirement planning process. They evaluate the recent ris…

1
The Scientific Significance Of Fun With Mike Rucker 1:01:15

2M ago1:01:15

1:01:15

It’s been said that loneliness is worse for our health than smoking cigarettes. Take a second to inhale that scary thought. In contrast, pro-social behavior triggers the release of oxytocin in our body. That’s the love hormone, and it’s crucial for happiness. We’ve all had that nagging feeling that we need to spend more leisure time with friends an…

1
The Reawakening of the Stock Market: Shifting Away from Tech Dominance 52:40

2M ago52:40

52:40

In this episode of Money Matters, hosts Wes Moss and Connor Miller discuss the recent broadening out of the stock market, with smaller companies and a wider range of sectors outperforming the previously dominant large tech companies. Wes and Connor also touch on a variety of other topics, such as the ongoing Olympics and the prizes that medalists a…

1
Revisiting How To Stay A Millionaire, And Other Lessons from The Millionaire Next Door 46:48

1M ago46:48

46:48

In today’s episode, Wes points out that the population of mini-millionaires is growing and that society’s perception of them isn’t always very accurate. Producer Mallory Boggs joins to discuss this latest variant of what authors Thomas Stanley and Bill Danko originally coined, The Millionaire Next Door. They elaborate on five habits that this cohor…

1
10 Lessons Learned From The Retire Sooner Podcast 53:38

2M ago53:38

53:38

Capital Investment Advisors’ Wealth Analyst Jeff Lloyd joins Wes in the studio. Wes instills the top 10 happy retiree lessons he’s learned from his guests while hosting the Retire Sooner podcast.By Wes Moss

1
Parkour and Pickleball: Tips on Active Aging with Erin Eleuterio 55:26

2M ago55:26

55:26

In this actionable episode of Retire Sooner, Wes Moss sits down with Erin Eleuterio to explore the importance of physical activity for older adults. Erin shares her unique techniques, like parkour-based fall resiliency training, to help people in their 70s and 80s stay strong and recover from falls. They discuss the benefits of programs such as Sil…

1
401(k) Investor Profiles, Bias, Rebalancing, The Russell 2000 Index, and a Taco Bell Retirement Community 1:05:44

2M ago1:05:44

1:05:44

Wes is joined today by Jeff Lloyd, Wealth Management Analyst for Capital Investment Advisors, for a special show on the road in Michigan! They discuss reversion to the mean and then cover the four main types of 401(k) investor allocation “profiles.” Wes then examines confirmation and recency bias and how rebalancing might provide a change. Then, th…

1
Revisiting Three Investing Keys to Help Retirees Sleep Well at Night 29:13

2M ago29:13

29:13

On today’s episode, we ponder the question, “Can money buy happiness?” The answer might surprise listeners, and Wes borrows the words of best-selling author Morgan Housel to help discuss the positive and negative psychological effects money can have on retirees. Wes then uses his own “Bucket System” analogy to explain income investing and how three…

1
Summer Travel, Disney, Apples, Inflation, Disinflation, and Participation vs. Perfection 47:00

2M ago47:00

47:00

Capital Investment Advisors Wealth Management Analyst Jeff Lloyd joins Wes on today’s show to wade through the financial issues affecting people in today’s environment. First, they zoom in on the summer’s booming travel industry, including eye-opening Disney statistics. Then they take a bite of some tasty apple data, pour over today’s inflation num…

1
Spending Our Anxieties: The Motivations Of Financial Decision-Making With Christine Moriarty 58:11

2M ago58:11

58:11

Morgan Housel’s eye-opening book amplified the idea that the intersection of psychology and money is bigger and more bustling than most of us know. Today’s guest, Christine Moriarty, has dedicated her life to finding harmony between the two. Christine isn’t the typical CERTIFIED FINANCIAL PLANNER™. Despite her finance degree and MBA in Entrepreneur…

1
7/9/27 -- A 6% Withdrawal Rate: Crazy or Possible? / How To Stay Young As We Age with Doctor Dawn Carr 57:05

3M ago57:05

57:05

In today’s episode, Wes delves into the financial aspects of retirement, focusing on the 4% rule formulated by William Bengen. This rule suggests that retirees who withdraw 4% of their portfolio in the first year and adjust for inflation annually can have a sustainable retirement, provided their portfolio has a 50-75% stock allocation. Wes explores…

1
Financial Freedom for Expats / You May Be Able To Retire One (Or Five) Years Sooner 59:20

3M ago59:20

59:20

In the first half of this episode of Money Matters, host Wes Moss is joined by Edd and Cynthia Staton. Their retirement plans were disrupted by the 2008 Financial Crisis, leading them to create a Plan B. In 2010, they moved to Cuenca, Ecuador, where they enjoy a comfortable and affordable lifestyle. Their experience reflects a broader trend: the nu…

1
5 Common Mistakes To Avoid When Retiring Early 35:15

3M ago35:15

35:15

Despite the continued popularity of retiring at 65, many folks are drawn to the allure of an early exit. The promise of more time for family, travel, and core pursuits can be hard to resist—the very mission of this podcast is to help people retire sooner than they ever thought possible. But as wonderful as an early retirement can be if you can affo…

1
Roger Federer And The Economy 58:50

3M ago58:50

58:50

Capital Investment Advisors’ Chief Investment Officer Connor Miller joins Wes in the studio for today’s episode. They delve into the latest information on the Tesla rental car situation. They contrast the state of the economy with public sentiment. They also share a strategy that often helps combat inflation. They cite the Copenhagen City Heart Stu…

1
From Rejection To Financial Freedom: The Minority Mindset With Jaspreet Singh 1:02:25

3M ago1:02:25

1:02:25

Jaspreet Singh’s parents gave him two choices: become a doctor or be a failure. Understandably, he chose medicine, but deep down, he knew it was for all the wrong reasons. People like Jaspreet are born entrepreneurs. They just see the world a little bit differently. He inherently knew he could be happier and make more money doing something else, an…

1
Hotlanta, Consumer Prices, Waffle House, And Dividends As Cash For Retirement 47:05

3M ago47:05

47:05

CIA’s Wealth Management Analyst, Jeff Lloyd, joins Wes for today’s installment. They discuss Atlanta’s hot temperatures, Father’s Day, and Taylor Swift’s economic impact. Then, they confer about the most recent consumer prices and analyze what’s gone up or down. They talk about tipping protocol, then Chick-fil-A, and transition into examining Waffl…

1
You May Be Able To Retire One (Or Five) Years Sooner 30:16

3M ago30:16

30:16

According to a National Institute on Retirement Security report, 79% of Americans agree that there is a retirement crisis. It also revealed that over half of Americans are concerned they won’t be able to achieve financial security. Retirement insecurity may be a daunting reality, but on today’s episode Wes sets some theoretical parameters to illus…

1
Tesla, Misery Index, NBA Salaries, And Market History vs. Elections 54:37

3M ago54:37

54:37

On today’s episode of Money Matters, Connor Miller, CIA’s Chief Investment Officer, joins Wes in the studio. They start by exploring the fire sale on Teslas. Next, they explain “The Misery Index” and how it can sometimes influence economic vibes more than the actual economic reality does. Then, they focus on a possible change in NBA salaries and hi…

1
How To Stay Young As We Age with Doctor Dawn Carr 1:04:22

4M ago1:04:22

1:04:22

We all know that older person who just seems so young. How do they pull it off? Did they hit the genetic jackpot? Or do their lifestyle habits act as a fountain of youth? Doctor Dawn Carr has answers. With a PhD in Sociology and Gerontology, she directs the Claude Pepper Center at Florida State University and is a former researcher at the Stanford …

1
T+1 Settlement, Q1 Earnings, Retirement Tips, Scams, Loneliness, and Happiness. 53:15

4M ago53:15

53:15

On today’s show, Jeff Lloyd, Wealth Management Analyst for Capital Investment Advisors, joins Wes. They briefly discuss the kids being out of school for the summer and Jeff’s celebrity-filled golf outing before shifting to the new T+1 settlement, which says stock trades will settle in one business day rather than two. Then, they analyze core pursui…

1
Investing At Market All-Time Highs 33:18

4M ago33:18

33:18

According to a recent Schroders study, just 4% of current retirees say they are “living the dream,” while another 4% report they are “living a nightmare.” On today’s show, Wes lists some primary concerns, including inflation and unpredictable market fluctuations. He then relates it to the Dow, S&P 500, and Nasdaq, each hitting all-time highs in May…

1
Nvidia, Fed Minutes, Birth Rates, and Florida Housekeepers 33:51

4M ago33:51

33:51

Capital Investment Advisor’s Wealth Management Analyst Jeff Lloyd joins Wes to discuss Nvidia, examine Fed inflation minutes, analyze a worrisome decline in birth rates, and marvel at the annual salaries of some Florida housekeepers.By Wes Moss

1
The Millionaire Mission with Brian Preston 58:45

4M ago58:45

58:45

You work hard for your money. But what if your money could work even harder for you? Brian Preston says there’s a way to make that happen. It’s called taking control of your financial freedom, and in his new book “Millionaire Mission,” he makes the case that it’s simpler than you think. I’ve known Brian for a long time. His podcast, “The Money Guy …

1
CPI Report, Best Summer Travel Destinations, And One Small Shift Could Make A $2 Million Difference 57:41

4M ago57:41

57:41

CIA’s Wealth Management Analyst Jeff Lloyd joins Wes to dissect the latest financial news and demystify retirement finances. They open with inflation numbers from the recent CPI report, then celebrate the Atlanta Metro area’s rise to #1 on Wallet Hub’s 2024 Best Summer Travel Destination list. They quickly mention the Northern Lights before probing…

1
A 6% Withdrawal Rate: Crazy or Possible? 25:52

4M ago25:52

25:52

Running out of money may be retirement’s most frightening concern, so it’s not surprising that people want to know how much of their nest egg they can safely spend. The 4% rule, identified by William Bengen, states that retirees who draw down 4% of their portfolio in the first year of retirement, adjusting every year for inflation, will likely see …

1
Warren Buffett, Online vs. Brick-And-Mortar, Chick-fil-A, and Collegial Family Principles 1:05:43

4M ago1:05:43

1:05:43

Jeff Lloyd, CIA’s Wealth Manager Analyst, is back in the studio with Wes to keep everyone financially informed and empowered on this special Mother’s Day episode. After a market update, they discuss Q1 earnings and the notion of a Fed pause. Then, they cover some great Warren Buffett quotes and examine Berkshire Hathaway’s annual meeting before shi…

1
Finding Hope with Chan Hellman 55:56

5M ago55:56

55:56

Chan Hellman was nearly suicidal until someone in his life gave him hope. Now, he works to spread it to others. As the founding Director of The Hope Research Center at the University of Oklahoma, his research is focused on hope as a psychological strength for children, adults, and families experiencing trauma and adversity. Chan believes one key is…

1
Jerome Powell’s Words, Dave & Buster’s Vibes, And Window Shopping For Retirement Withdrawal Rates 1:00:48

5M ago1:00:48

1:00:48

Wes is joined by Capital Investment Advisors Chief Investment Officer Connor Miller on today’s show. They digest the week's news before jumping into Jerome Powell’s recent economic comments regarding interest rates, inflation, and stagflation. Next, Wes recalls a recent Dave and Busters adventure with his son to explore betting on “anything” and wh…

1
Answering Your Top Retirement Questions: Part 2 44:23

5M ago44:23

44:23

On today’s episode, Wes welcomes Producer Mallory to the studio to tackle more questions from the hypothetical Retire Sooner conference. They analyze options for when to take Social Security, examine the idea of downsizing or relocating in retirement, review three habits that many happy retirees seem to incorporate into their lives, and discuss whi…

1
Please Won’t You Be My Financially Prohibitive Neighbor? 1:07:06

5M ago1:07:06

1:07:06

Jeff Lloyd, Capital Investment Advisors Wealth Management Analyst, joins Wes to assess last week’s concept of the “Parental Federal Reserve” and why PCE (Personal Consumption Expenditures) is a fly in the soup. Next, they focus on financial discipline, zoom in on American productivity, and explain why scary headlines sometimes overshadow positive t…

1
Tweaking Your Anxiety Settings with Dr. John Delony 1:08:10

5M ago1:08:10

1:08:10

We live in a 21st-century world, and our brains haven’t quite caught up. They’re designed to look out for the Saber-toothed tiger, not a million dings and beeps from smartphones. It’s no surprise that anxiety is a massive problem in modern-day life. But Dr. John Delony says anxiety isn’t necessarily a bad thing. It’s just an alarm system to keep us…

1
Spinach In The Candy Bowl, Jerome Powell On A Wheaties Box, And The Fed’s Interest Rate Delay 1:09:28

5M ago1:09:28

1:09:28

Wes welcomes Capital Investment Advisors’ Wealth Management Analyst, Jeff Lloyd, to the studio. They talk about cotton candy inflation and the market’s obsession with the Fed, comparing it to kids preferring candy when their parents insist on vegetables. They evaluate when the Fed might end up cutting interest rates, marvel at Johnson & Johnson rai…

1
Retire Sooner Conference Part One: Are You Pushing A Mower Or Riding A John Deere Lawn Tractor? 57:10

5M ago57:10

57:10

On today's episode, Wes is joined by Producer Mallory Boggs. They brainstorm the idea of holding a “Retire Sooner Conference” and answer some of the questions the attendees might ask the panel. Using his retirement calculator, Wes explores what constitutes a solid retirement plan and how much inflation needs to be considered. Then, combining his Re…

1
The Masters, Inflation, Tax Day, Markets Broadening, Baby Boomers, and Magic Retirement Numbers 1:07:35

5M ago1:07:35

1:07:35

Wes invites Connor Miller, Capital Investment Advisors' Chief Investment Officer, into the studio to rave about the lack of inflation at the Masters Golf Tournament's concession stands and lament the stickiness of overall inflation in the economy. Then, they examine the looming tax deadline, market-broadening behavior, Baby Boomers, and California'…

1
Financial Freedom For Expats with Edd and Cynthia Staton 1:08:58

5M ago1:08:58

1:08:58

Edd and Cynthia Staton’s retirement plans were on track. Then, the 2008 Financial Crisis hit. Their careers disappeared, their home lost its value, and their savings plummeted. Realizing recovery was unlikely, they needed to come up with a Plan B. And boy, did they ever. In 2010, they moved to Cuenca, Ecuador. Don’t worry, they didn’t know where th…

1
Caitlin Clark, Taxing Gen Zers Pay, Nest Eggs, Baby Boomers, Ray Dalio, and Max’ing Out Retirement Without Running Out 1:01:25

6M ago1:01:25

1:01:25

Wes welcomes Capital Investment Advisors’ Wealth Management Analyst, Jeff Lloyd, to the show. They compare notes about NCAA basketball, especially Iowa’s Caitlin Clark, then segue into an article about Gen Zers needing a therapist to deal with the stress of filing taxes. Wes breaks down changes in the formerly surging Magnificent Seven set of stock…

1
The Dog Chasing Tail Investment Strategy 41:18

6M ago41:18

41:18

On today’s show, Wes is joined by Producer Mallory to elaborate on the pitfalls of fleeing the market during turbulent times. They comment on the shell shock of the Covid-19 lockdowns back in 2020 and how tempting it was for fearful investors to yank their money out of the market. Wes empathizes with the temptation but explains that letting the dog…

1
Bananas, McDonald’s, Krispy Kreme, and Broadening the Rally 57:51

6M ago57:51

57:51

Wes is joined by Capital Investment Advisors Chief Investment Officer Connor Miller. They discuss Applebee’s date night pass and the rising cost of eating out, Krispy Kreme teaming up with McDonald’s, and which budget areas Americans are choosing to tighten because of inflation. Then they elaborate on the S&P 500 having its finest first quarter in …

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Wes Moss Podcasts

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