Best The Planner Pocket Podcast Podcasts (2025)

1
Live-In Flips & FIRE: How to Build Wealth, Avoid Taxes, and Retire Sooner With Bigger Pockets’ Mindy Jensen 36:00

4d ago36:00

36:00

Can smart real estate investing and the FIRE movement transform your financial future? Uncover the powerful "live-in flip" strategy that sometimes allows homeowners to renovate, sell, and pocket massive tax-free profits—all while living in the home. Learn how to leverage tax laws legally, navigate real estate markets, and maximize returns without o…

1
Retirement Readiness: Roth IRAs, the 4% Rule, and Practical Investment Strategies 36:57

11d ago36:57

36:57

Discover how to maximize your Roth IRA, balance pension income, and use the 4% rule of thumb to determine if you’re truly ready to retire. Learn why asset allocation is critical, when to consider shifting from stocks to bonds, and whether cash can possibly replace bonds in a portfolio. Tackle real-world scenarios like handling inherited trusts, mak…

1
Market Myths Busted: Panic Less And Plan Smart—GDP Growth, Bond Yields, and Productive Retirement Strategies 36:45

15d ago36:45

36:45

Cut through the media noise. Debunk Robert Kiyosaki's latest market crash warning. Ease financial and geopolitical anxiety with facts: GDP is growing over 2%, inflation is cooling, and the labor market has snapped back to a healthy balance—challenge fear-driven narratives by focusing on fundamentals. Could Walmart’s earnings stumble be a hiccup rat…

1
Gold’s True Value, Inflation’s Next Move, and a Manufacturing Boom—Decode the Economic Shake-Up 31:36

22d ago31:36

31:36

Dive into the latest financial headlines, examine the impact of modern work-from-home trends, and explore the three most compelling economic charts of the moment. Analyze inflation as it edges up around 3%, raising questions about the Federal Reserve’s next move. Debate revaluation’s potential role in helping shrink the deficit by looking at how th…

1
Investing at Market Highs, Lump Sum vs. Pension Decisions, and S&P Super Bowl Stats 33:59

1M ago33:59

33:59

Dive into the latest economic trends and retirement strategies, breaking down essential financial topics. Can investing during market highs yield strong returns and counter the typical "buy low, sell high" advice? Explore the psychology of lump sum vs. pension decisions for federal employees, and examine a balanced investment approach in a bond mar…

1
Orchestrating the Vibes - Planning like an Artist 42:41

1M ago42:41

42:41

In this episode, Mary and Shelley interview planner and artist: Miguel Vazquez! He is a FAICP planner who likes to mix the worlds of art and planning together. We discuss how to think like an artist to become a better planner and why that is important. We also discuss various projects he's been involved in where art was used to assist in planning a…

1
Economic Resilience, Consumer Spending, GDP, And AI’s Evolution 36:09

1M ago36:09

36:09

The resiliency of U.S. economics, steady consumer spending across all income levels, underestimated impacts of a gig economy, and the surprising durability of GDP growth are all part of today’s essential discussion. Wes Moss and Jeff Lloyd examine which factors suggest productivity might be undercounted and liken AI to the space race, where any typ…

1
How Inflation, Tariffs, and New Rules Are Shaping Your Money in 2025 34:07

2M ago34:07

34:07

On this week’s Money Matters, Wes Moss and co-host Jeff Lloyd break down the biggest financial stories shaping 2025. From what the Fed’s next move on interest rates means for your wallet to how tariffs and inflation are impacting markets. Wes also shares big news about Social Security changes that could give retirees with pensions a much-needed boo…

1
Top 10 Financial Trends In 2025, Resilience, Spending, Dividends, And Happy Retiree Inspiration 36:26

2M ago36:26

36:26

Wes Moss and Clark.com’s Christa DiBiase team up to highlight the top 10 financial trends investors should watch in 2025, including economic resilience, consumer spending strength, and rising productivity. In the second hour, Wes partners with co-host Jeff Lloyd to explore market momentum, the importance of dividends, and savvy retirement strategie…

1
What investors need to watch out for in 2025 34:54

2M ago34:54

34:54

On today’s episode of Money Matters, Wes dives into the top ten trends that he anticipates will define 2025 for investors, starting with resilience in the markets and economy, the dominance of the consumer, and a surge in productivity fueled by emerging technologies like AI. Producer and co-host Jeff Lloyd analyzes what these trends mean for invest…

1
Hands-On Play as Community Engagement 49:29

2M ago49:29

49:29

The Better Planners Podcast is back for 2025! In this episode, Shelley and Mary interview James Rojas and John Kamp to talk about their new book, Dream Play Build: Hands On Community Engagement for Enduring Places and Spaces. They talk extensively on their process with using hands-on community engagement methods to create an equal playing field for…

1
10 Lessons From Hosting The Retire Sooner Podcast 53:13

2M ago53:13

53:13

Money Matters co-host and producer 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
How Retirees Can Optimize Their Social Security Benefits with Mary Beth Franklin 1:05:01

2M ago1:05:01

1:05:01

Whether you’re 25 or nearing retirement age, you’ll learn something new about how to maximize social security and plan for the future in today’s show. Wes introduces you to Mary Beth Franklin, one of the country’s leading specialists on social security and Medicare and a popular guest on Wes’s Retire Sooner podcast. In this conversation, Mary Beth …

1
The Details Behind What The Happiest Retirees Know 55:39

3M ago55:39

55:39

During this episode, Wes shares details from his new book, What The Happiest Retirees Know: 10 Habits for a Healthy, Secure, and Joyful Life. He also explains how he collected his research and studies for the book, why he studies happy and unhappy retirees, and what we can learn from happy retirees. He gives additional insights into the habits of t…

1
Latest Market Trends, Inflation Update, And Bill Belichick’s New Coaching Salary 42:47

3M ago42:47

42:47

On today’s episode of Money Matters, Wes is joined by co-host and producer Jeff Lloyd. Wes exalts his alma mater, the University of North Carolina, for hiring Bill Belichick. That leads them to discuss the rising salaries of college coaches and the rapid growth of NIL money for athletes. Next, they review the latest market trends, including a new a…

1
FOMO Freddy, Jim Cramer’s Pizza, and Productive Financial Strategies 33:59

3M ago33:59

33:59

Producer and Co-host Jeff Lloyd joins Wes in the studio on today’s episode. They dig into smart financial habits such as avoiding impulsive decisions and staying disciplined in investing. They examine the importance of resisting unnecessary purchases, practicing patience with investments, and avoiding the trap of "FOMO Freddy"—chasing past winners …

1
Financial Freedom For Expats with Edd and Cynthia Staton 34:50

3M ago34:50

34:50

In today’s episode of Money Matters, Wes 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 number of retirees receivin…

1
Being Thankful For Market Productivity 33:32

4M ago33:32

33:32

Wes is joined in the studio by co-host and Producer Jeff Lloyd on today’s episode of Money Matters. Compiling a list of what the Retire Sooner Team is thankful for this year, they mention the myriad of S&P 500 all-time highs. Then, they show gratitude for a less top-heavy market, as equity earnings have spread beyond the Magnificent Seven into smal…

1
Historical Market Highs, Housing Logjams, Treasury’s TGA, and One Impressive Retirement Life Map. 36:38

4M ago36:38

36:38

Wes is joined today by co-host, producer, and new Uncle Jeff Lloyd. They toss out the pumpkins, string up the holiday lights, and examine the plethora of recent market highs. For perspective, they chart market returns dating back to William McKinley in 1896. Next, they dig into the housing market and discover a concerning revelation. But, they poin…

1
Election Results, A Certainty Pop, And What It All Means For Future Retirees 33:56

4M ago33:56

33:56

On today’s episode of Money Matters, Wes welcomes Connor Miller, Capital Investment Advisor’s Chief Investment Officer, to join him for financial analysis about the recent presidential election. They point to inflation as a probable motivation for a large swath of voters looking to make a change. They examine initial market reactions, including a “…

1
Election Indicators, Market Predictions, Stem Cell Research, and Staying Invested 34:14

4M ago34:14

34:14

Co-host and Producer Jeff Lloyd joins Wes on today’s episode of Money Matters to deliberate election indicators, market predictions, advances in stem cell research, and the impact of daylight savings and inflation on everyday life. They assess predictive tools like S&P 500 performance, the Misery Index, and the rising popularity of betting markets.…

1
Halloween And Housing Economics, Election Outcomes, And The Harvest Business Review’s Article About Retirement 35:35

5M ago35:35

35:35

Money Matters Co-host and Producer Jeff Lloyd joins Wes on today’s show. They jump into the economics of Halloween spending vs. holiday spending. They review the misery index and where it currently stands. They discuss the housing log jam, existing home sales, and how interest rates contribute to those outcomes. They dig into the unemployment rate …

1
The Dow Goes High, New 401(k) Limits, And Closer Look At Private Equity 34:20

5M ago34:20

34:20

Connor Miller, Chief Investment Officer for Capital Investment Advisors, joins Wes to review the week’s essential financial headlines. They analyze the Dow ending the session above 43,000 for the first time, how US Retail Sales seem to imply that the US Consumer is strong, the most recent bank earnings analysis, and new 401(k) limits. Finally, they…

1
The CPI Report, Global Birth Rate Concerns, And Wes's Five Reasons For Being Bullish About The United States 33:26

5M ago33:26

33:26

Wes is joined in the studio by Connor Miller, Chief Investment Officer for Capital Investment Advisors. They review the underperforming jobs report. They deliberate the cumulative effect of inflation and how that might usher in negative vibes despite encouraging CPI numbers. They explore the Wall Street Journal’s article about the global decline in…

1
Presidential Market Performance, Q3 Review, Fruit Loops Ban, And The Peak 65 Stat Of The Week 34:08

5M ago34:08

34:08

Investment advisor and regular co-host Jeff Lloyd joins Wes on today’s episode of Money Matters. They delve into the week's latest news, including scary headlines and California banishing Froot Loops from school cafeterias. They dig into Q3 and explore housing challenges, such as inventory and mortgage rates. They inspect the “peak 65” stat of the …

1
Pocket Park Ep: Pacific Northwest High Speed Rail 26:18

5M ago26:18

26:18

Welcome to another installment of a pocket park episode! In this one, Mary and Shelley discuss all things high speed rail, including the new federal funding to study a potential high speed rail line in the Pacific Northwest. What are the exciting opportunities, but also what are the pitfalls? Is it worth it to be able to go from Portland to Seattle…

1
Impact of the Fed Rate Cut: What History Says Happens With Stocks, Bonds, and Cash Investments After Rate Cuts 33:58

6M ago33:58

33:58

In this episode of "Money Matters," hosts Wes Moss and Jeff Lloyd dive deep into the impact of the recent Federal Reserve rate cut on various asset classes, including stocks, bonds, and cash. Amid discussions on the returns in the bond market, Wes and Jeff also explore historical trends, showing how the S&P 500 often rises after Fed rate cuts, espe…

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

6M 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
Inflation Softening, Election Uncertainty, Apple Stats, And A 5% Retirement Withdrawal Rate 36:13

6M 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
Foundational Investment Principles of the Retire Sooner Community 46:48

6M 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
Labor Pride, Nvidia Buyback Parties, Sausage Demand, And Time-Honored Investment Strategies 33:52

6M 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
The Fed, Bulldog Inflation, Housing and Jobs, Market Participation, and the Happy Retiree Planner 1:07:08

7M 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
Carry Trade, The Death Tax, and Participation vs. Perfection 54:00

7M 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
Handling Market Sell-Offs And What The Federal Reserve Might Do With Interest Rates 55:57

7M 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 Reawakening of the Stock Market: Shifting Away from Tech Dominance 52:40

7M 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
Pocket Park Ep: Offshore Wind Energy in Oregon? 27:15

7M ago27:15

27:15

Shelley and Mary have a second pocket park episode for you all! This one is a shorter episode on a very interesting topic: Offshore Wind Energy. Is there going to be one along the Oregon coast? We talk about how this federal project got to this point, where it is today, and the controversies surrounding the project. Will there be environmental issu…

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

8M 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
401(k) Investor Profiles, Bias, Rebalancing, The Russell 2000 Index, and a Taco Bell Retirement Community 1:05:44

8M 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
The State of Housing and Oregon's Communities Respond 1:25:24

8M ago1:25:24

1:25:24

We have a longer episode for you all this time, but it's a good one! In this episode we discuss the state of housing: how did we get here, what does the future hold, and we interview a few interesting projects happening in Oregon as they try find innovative ways to provide housing in their communities. Want to be a part of the podcast? Send in an e…

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

8M 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
7/9/27 -- A 6% Withdrawal Rate: Crazy or Possible? / How To Stay Young As We Age with Doctor Dawn Carr 57:05

8M 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

9M 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
Roger Federer And The Economy 58:50

9M 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
Hotlanta, Consumer Prices, Waffle House, And Dividends As Cash For Retirement 47:05

9M 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
Tesla, Misery Index, NBA Salaries, And Market History vs. Elections 54:37

9M 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
T+1 Settlement, Q1 Earnings, Retirement Tips, Scams, Loneliness, and Happiness. 53:15

9M 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
Nvidia, Fed Minutes, Birth Rates, and Florida Housekeepers 33:51

10M 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
CPI Report, Best Summer Travel Destinations, And One Small Shift Could Make A $2 Million Difference 57:41

10M 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
Planning Workplace Dynamics 1:06:21

10M ago1:06:21

1:06:21

Shelley, Mary, and special guest Kristy Kilbourne, are back with a great episode discussing various issues that come up in the Planning Department or Planning Office and those workplace dynamics at play. This episode actually came from a listener's voicemail who was seeking advice on issues in their own workplace. We discuss topics around poor lead…

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

10M 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…

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