On today’s episode, Wes interviews Ken Dychtwald, one of the foremost authorities on the changing perceptions about age. When Betty White died in 2021, we were somehow surprised. Even at 99-years-old, it felt like she was gone too soon. Smokey Robinson just released a new album at 83 years of age. Martha Stewart posed in a bathing suit on the cover of Sports Illustrated at 81. With a mindset of 'usefulness' over 'youthfulness,' Ken Dychtwald encourages older individuals to focus on the significance of life's moments and connections and reimagine retirement as a dynamic stage of life ..read more

On today’s episode, Wes celebrates an early Thanksgiving with Capital Investment Advisors’ Co-Chief Investment Officer, Connor Miller. They cover holiday travel statistics and inflation numbers and applaud the market’s signs of resurgence. Finally, they tackle the retirement withdrawal rate firestorm recently ignited by Dave Ramsey’s comments ..read more

On today’s show, Wes is joined by Capital Investment Advisors’ Wealth Management Analyst Jeff Lloyd. They find some good news for investors, as over 90 percent of companies have now reported earnings. They cover WeWork’s bankruptcy, a pleasant surprise about the effects elections have on markets, and the importance of taking hyperbolic bear and bull market analysis with a grain of salt. And finally, they chart the progress of a hypothetical happy retiree’s savings, using the 4 percent rule for a decade’s worth of withdrawals ..read more

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 ..read more

On today’s episode, Wes welcomes Capital Investment Advisors’ Co-Chief Investment Officer Connor Miller. They talk about the scary events worldwide, including wars, espionage, and political strife, and why it makes sense for investors to be worried. But there is also good news—U.S. GDP is up 4.9 percent. Many expected consumer spending to drop off a cliff, but it hasn’t. They finish off the show with a deep dive into the six styles of investing and why the most important aspect is consistency ..read more

On today’s episode, Capital Investment Advisor’s Wealth Management Analyst, Jeff Lloyd, joins Wes to bring you critical news and analysis. Topping the list is their staunch rebuttal of a recent Wall Street Journal article about a Mercer/CFA Institute study grading the U.S. as a C+ regarding retirement, putting it below Kazakhstan. Among other sticking points, Wes highlighted his disdain for the study penalizing Americans for having access to their 401(k) accounts at a younger age than some other countries. Next, they cover the latest inflation numbers and explain Net Unrealized Appreciation (N ..read more

On today’s show, Wes welcomes Jeff Lloyd, Wealth Management Analyst for Capital Investment Advisors. They discuss the market cooling off during the third quarter and how that compares to historical trends. Next, they talk about the negative effect higher interest rates have had on potential U.S. homebuyers and its positive impact on U.S. bond (fixed income) investors. Wes also does a quick overview of Net Unrealized Appreciation (NUA). James Lewis, CERTIFIED FINANCIAL PLANNER™and Senior Investment Advisor for Capital Investment Advisors, then joins Wes to give listeners an idea of what the “Un ..read more

Wes is joined by Producer Mallory to discuss Costco's recent decision to sell actual gold bars. Next, James Lewis, Senior Investment Advisor for Capital Investment Advisors, joins Wes to do a quick but deep dive into what Social Security earnings look like for people who decide to “unretire,” as well as clarifying the reality of survival benefits. Finally, Wes goes to the Retire Sooner hotline (800.805.6301) and Facebook group to answer listener questions about rental property, fiduciaries, and the true meaning of core pursuits ..read more

Show regular Connor Miller joins Wes for another one-hour episode due to the Bulldog Brunch. They offer an astute analysis of the last week in finance. They open with the news of the ARM IPO, Smuckers purchasing the maker of Twinkies, and Apple releasing its latest iPhone. From there, they delve into the recent inflation numbers and go deep into fascinating research and reasoning to provide context for everyday folks. Then, they come across a story revealing the world’s need for petroleum in areas stretching far beyond gasoline for vehicles ..read more

Connor Miller, Co-Chief Investment Officer at Capital Investment Advisors, joins Wes for a one-hour episode due to being preempted by Bulldog Brunch. They give some of the latest headlines, such as China banning iPhones for its government officials and the S&P 500 adding two new companies to its list. They dig deep into three things people may not know about the current state of the markets. They weigh the challenges of a possible Auto Workers strike. They mention inflation’s apparent soft-landing. Finally, they highlight a fascinating study that uses a Montgomery Ward catalog from 1895 to ..read more