Since its debut in 1992, Money Matters was created to deliver objective and timely financial advice on WSB, Atlanta's legendary, award-winning news/talk radio station. Now, in addition to airing weekly on WSB, Money Matters is available as a podcast, tailor-made for both modern retirees and those still in the planning stages. Hosted since 2009 by Wes Moss — CERTIFIED FINANCIAL PLANNER™, best-selling author, Forbes contributor, and managing partner at Capital Investment Advisors in Atlanta — and backed by the Retire Sooner Team, the Money Matters podcast aims to continue the show's legacy of demystifying retirement finances. From dissecting the latest financial news to offering personalized answers to listener questions, the goal of Money Matters is to keep you informed and empowered. Our focus? Providing clear, actionable advice without the financial jargon to help 1 million families retire sooner and happier. Join us in this exciting new chapter, and let's journey toward a financially secure and joyful retirement together.
Connor joins Wes to analyze essential current events: • Connor asks, "Are We Having Fun Yet?" with the constant scary headlines and market volatility from tariff repercussions. • Stress from the ongoing uncertainty in trade talks with China. • Understanding the VIX (fear index) and its historical spikes. • The administration's intermittent public criticism and praise for Jerome Powell and the Fed, and how it's affecting markets. • Bond market turbulence, duration risk, and the relative perceived safety of gold. • The crucial role asset allocation plays in investment portfolios. • When it comes to income investing, is it true that yield is destiny? Finally, Wes tells the story of real-life happy retirees to illustrate that even when starting small, folks can utilize aggressive savings, frugal living, and multiple income streams to achieve financial freedom and structure a post-retirement life full of core pursuits and new purpose. Call 800-805-6301 to leave a voicemail or contact us at https://www.yourwealth.com/contact/schedule-appointment/ for a chance to have your question featured in an upcoming episode.
Analyze how inflation may prevent nearly half of Americans from dying Easter eggs and why consumer sentiment may be out of alignment with the reality on the ground. Discover how the most popular benchmark for measuring market performance may not be the most efficient one. Zoom out to examine historical trends and gain perspective on where your portfolio stands despite the current tariff uncertainty. Gather the latest on Fed Chair Jerome Powell's interest rate outlook, as well as his ability to remain in the job despite pressure from the current administration. Wes Moss and Jeff Lloyd guide you through these essential topics and more.
Witness market volatility and the economic seesaw! Navigate the complexities of trade negotiations and their widespread impact. Untangle the inverse relationship between bond prices and interest rates. See how tariffs can affect prices and fuel uncertainty. Harness the power of balance and diversification to help fortify your investments. Decipher the VIX (fear index) and its historical implications for market returns. Contemplate the lessons from the 2020 market crash and recovery. Analyze the details of ongoing global trade negotiations and potential outcomes. Note the influence of consumer and business confidence amidst tariff changes. Marvel at the unchanging prices of egg salad sandwiches at the Masters Tournament and the hot dog/soda combo at Costco. Tune in to the Money Matters Podcast, hosted by Wes Moss, Jeff Lloyd, and Connor Miller, to explore securing your financial future.
Navigate the market's recent swings, sparked by major tariff announcements and a significant stock sell-off. Examine the impact of balanced portfolios, learn why bonds are back in action, and explore how diversification might help you minimize losses during turbulent times. Tariffs may create higher prices for consumers and small businesses, but could the new revenue pave the way for substantial tax cuts for both corporations and individuals? Unpack the potential silver lining in these challenging times. Understand how the VIX (volatility index) behaves during major market shifts and why, historically, market performance tends to improve after sharp increases in volatility. Despite the market ups and downs, Wes, Jeff, and Connor emphasize why staying balanced and diversified can be critical to your long-term investment strategy. Tune in for actionable strategies and work toward securing happiness in your financial future.
Dive into an eye-opening discussion about confidently navigating the financial landscape. Unpack the latest market trends, tackle productive investment strategies, and uncover a potential key to building lasting wealth. Get insights on making your money work harder, optimizing your retirement plan, and sidestepping common financial pitfalls. Whether planning your next big financial move or just trying to keep up with economic shifts, this episode delivers knowledge to help you take control. Wes Moss and Jeff Lloyd turn complex financial topics into actionable steps for your financial future.
Turbulence in the markets? Tariffs in the headlines? Don't let uncertainty derail your financial future. Dive into a data-driven look at market corrections, the Fed's stance on interest rates, and the incredible force of the American consumer. Discover why history has favored long-term investors, how the army of American productivity often powers through volatility, and why staying the course is potentially the key to financial success. Examine inflation, employment, and the impact of rising tariffs—without confusing jargon. Tune in for productive analysis, practical strategies, and a reminder that efficient investors don't panic—they plan. Wes Moss and Jeff Lloyd break it all down on this episode of Money Matters.
Navigate market uncertainty with confidence. Break down the latest correction, why investors may be shifting assets, and whether history suggests recovery or deeper trouble. Uncover the real impact of inflation, tariffs, and economic policy shifts while understanding why the current administration seems to be skipping short-term stimulus for long-term structural change. Analyze how bear markets develop, how often they recover, and what history teaches about timing your next move. Wes and Connor explore portfolio diversification, dry powder strategies, and productive investing techniques to help protect wealth and seize opportunities. Rather than panic, learn what it means to capitalize on volatility, optimize investments, and stay ahead.
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 overpaying Uncle Sam. Plus, explore the path to financial independence, the secrets some have used to reach FIRE in just 10 years, and how to avoid the "middle-class trap" that prevents many folks from achieving significant wealth. Whether you're looking to invest in property, retire early, or simply take control of your finances, this episode is packed with actionable insights. Tune in to hear Mindy Jensen, co-host of The BiggerPockets Money Podcast, share her winning strategies with Wes.
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, making tax-efficient withdrawals, and building a financial team to navigate a major windfall. Examine strategies to seek to protect investments, manage risk, and make smart decisions about long-term care. By answering listener questions and offering practical insights, Wes Moss and Christa DiBiase explore the financial clarity you need to retire sooner and smarter.
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 rather than a harbinger? Isn't Amazon's quarterly revenue record the bigger story? With FactSet forecasting healthy S&P 500 earnings growth for 2025, is it time to lean in rather than sit out? Examine Columbia Threadneedle's study to see why today's 4.5% to 5% bond yields make them a potentially productive strategy because they sometimes sidestep cash drag to secure stable returns. Want a retirement game plan? Wes and Jeff walk listeners through the “Fill the Gap” strategy: know your income shortfall, multiply by 25, and hopefully retire with confidence. Then, unpack the “Doge Dividend” proposal, a concept floated by the Trump administration suggesting taxpayer rebates tied to deficit reductions. Would one-time stimulus checks be more or less productive than debt rollback? Listen to find out more, and if you're heading to the Waffle House, brace for that new 50-cent egg surcharge.
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 the U.S. Treasury's gold reserves, still marked at outdated 1970s prices, would be worth over $750 billion at today's value. Unpack the soaring manufacturing expectations that have come along with a massive spike in projected industrial activity. Dissect the latest attempt for government downsizing as roughly 75,000 federal workers have already accepted buyouts. Wes Moss and Jeff Lloyd help connect the dots and decode what this all means for the economy, the markets, and the financial future of retirees and beyond.
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 market with higher interest rates. Learn the nuances of fixed-income investments, the benefits of locking in higher rates, and how bonds typically outperform cash in the long run. Wes Moss and Connor Miller cover all of this, plus some fun Super Bowl stats for happy retirees and beyond.
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 type of participation drives long-term innovation. Listen to discover how these elements could shape the economic landscape for retirees and beyond.
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 boost. Plus, they dive into bonds, Bitcoin, and what really makes an asset worth investing in.
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 strategies. The episode concludes with an inspiring story of a happy retiree using careful financial planning to enjoy a once-in-a-lifetime College Football Playoff experience.
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 investors, covering everything from the bull market's potential, dividend contributions, and tariff impacts to Washington's influence on market stability.
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.
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 answers questions such as, why do you think Social Security has become so confusing and difficult for so many people to make sense of as they get ready to retire? What are some actionable steps to take right now to prepare for or maximize their social security? And what you need to know when it comes to spouses and social security.
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 the happiest retirees, how to discover your core pursuits, and shares a personal story about a friend's emotional struggle without work.
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 all-time high for the NASDAQ. They delve into the most recent inflation update, including its specific consequences, and search for ways to hedge the gap between wage growth and rising costs. Will the Fed continue to cut interest rates?
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 in the market. They discuss the concern about tariffs, the tense situations in France and South Korea, Cyber Monday, and even Jim Cramer's comical quote about pizza. Finally, they point out the historical productivity of long-term planning, diversification, and focusing on consistent strategies to achieve sustainable growth rather than reacting to short-term trends or emotional pressures.
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 receiving Social Security outside the U.S. surged 40% between 2007 and 2017. Now seen as experts in expat retirement, the Statons have authored best-selling books, featured in major media, and run an online program called Retirement Reimagined!
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 small- and mid-cap stocks. They reflect on anxiety relief coming on the heels of a tense election. They identify the positive effects of lower inflation, less volatility, and a healthy unemployment rate and are hopeful for an extended trend toward mortgage-friendly interest rates. Finally, they give thanks for the collective Army of American productivity and the way it drives not only growth, innovation, and net income but also significant dividends that can make an impact on protecting purchasing power over time and in retirement.
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 point out that some positive shifts may be on the horizon. Though lowering interest rates has yet to lead to the beneficial effects some had hoped for, a new administration sometimes brings different priorities. Furthermore, the U.S. Department of Treasury is preparing to unleash roughly $700 billion from its general account (TGA) into the economy. This cash injection could possibly result in lower treasury bond yields, which could potentially help to lower mortgage rates. Finally, Wes describes the details of a retirement life map a happy retiree recently showed him and how her willingness to daydream and plan with discipline helped her retire without regrets.
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 “certainty pop,” with US stocks adding $1.62 trillion the following day. They analyze what this election might mean for the future of interest rates, debts, deficits, and investing. They zoom in on specific market sectors that could be significantly impacted and how it all might affect retirees planning for their future.
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. They review the historical resilience of the U.S. stock market, noting how changing political environments don't necessarily impact long-term market growth. Finally, they explain that time in the market typically generates more productive results than attempting to time the market.
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 and what it means for job-seekers and employers. They reflect on the hot stock market finally having some down days. They examine how different election outcomes have influenced the market. Finally, they delve into a Harvard Business Review article about a decade-long retiree study.
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 delve into the pros and cons of “private equity.”
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 birth rates and its potential to bring significant economic, social, and geopolitical consequences. But, they remind listeners that, fortunately, the U.S. is still seeing population growth, partially from immigration, and will likely continue to for the foreseeable future. Finally, they dig deep into Wes's five reasons for being bullish about the United States.
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 week, which shows a record number of baby boomers reaching retirement age. And finally, with less than a month until the presidential election, they consider the Magnificent Seven swing states and reveal how S&P 500 performance has historically affected the outcome.
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, especially when the market is near all-time highs. Delving into market psychology, they provide insights into investing during periods of frequent new highs and touch upon the post-presidential election market performance, enhanced by key historical data and trends. Wrapping up with a nostalgic look at cultural moments and the unique recent weather in Atlanta, this episode offers a comprehensive overview for investors navigating today's dynamic financial landscape.
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 degrees statistically lead to higher earnings for their graduates. They examine a Wall Street Journal article about millionaires who decided to rent instead of buying their homes. They explore the public's overall sentiment for the government. Finally, Connor shows Wes which election results have historically yielded the best market returns. Is it Republican or Democrat? The answer might surprise you.
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 statistics. Finally, they dig into a Barron's article discussing the potential for a 5% retirement withdrawal rate.
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 and high interest rates thereafter. In today's episode of the Money Matters Podcast, Wes admits that a sensible retirement strategy while accounting for unknown future world events can feel overwhelming. However, he believes utilizing the foundational principles of the Retire Sooner community can help increase your probability of achieving the financial freedom that many happy retirees enjoy.
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 demand for sausage. They mention Jerome Powell's recent speech and then do a deep dive on The Wall Street Journal's negative article about the 60/40 portfolio and 4% Rule.
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 boost in supply and how high mortgage rates have kept people in their homes. They delve into a recent and sizable job number revision from the Bureau of Labor Management. They discuss the overall work-from-home trend and how it looks now in 2024. They talk about the difference between re-election and open-election years and their effects on the stock market. They touch on the importance of core pursuits for happy retirees, and Wes asks Connor what his are. They stress how participation (time in the market) is much more crucial than trying to time the market perfectly. Finally, Wes shares the news about the new Happy Retiree Planner.
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 “Death Tax” and speculate about the Fed's probability of lowering interest rates at its September meeting. Finally, they delve into market history to see what matters more: participation or perfection.
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 rise in unemployment numbers and whether that might mean the Federal Reserve is behind the curve on cutting interest rates. Finally, with this in mind, they hypothesize what an interest rate drop could mean for America's housing challenges.
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 are awarded by their home country. Wes and Connor have pulled research on how political events impact market performance over time for investors. They conclude by reiterating the foundational principles of investing.
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.
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, they do a deep dive into the Russell 2000 Index, exploring companies and comparing market caps to those on the S&P 500. Finally, they pull back the curtain on a brand new Taco Bell retirement community opening in San Diego, CA.
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 numbers vs. the past two years, and analyze how disinflation and lower overall inflation might mean the Fed is one step closer to lowering rates. Finally, they remind listeners that no matter where the market sits, history demonstrates perfection attempts are typically riskier than allowing patience and participation to produce results.
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 the feasibility of a higher withdrawal rate, specifically 6%, by weighing the pros and cons and estimating success probabilities, aiming to help listeners maximize spending without exhausting their savings. Later, Dr. Dawn Carr, a renowned sociologist and gerontologist, shares insights on maintaining youthfulness in old age. She emphasizes practical solutions for enhancing social health and cognitive complexity in daily activities. Dr. Carr's advice includes having close friends, engaging in mentally stimulating activities, and ensuring adequate sleep to prevent cognitive decline. Her approach offers actionable steps to enjoy the aging process and maintain vitality.
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 number of retirees receiving Social Security outside the U.S. surged 40% between 2007 and 2017. Now seen as experts in expat retirement, the Statons have authored best-selling books, featured in major media, and run an online program called Retirement Reimagined! And later, a National Institute on Retirement Security report shows 79% of Americans believe there is a retirement crisis, with over half concerned about achieving financial security. On a recent episode, Wes illustrates how self-discipline, savings, and time can help overcome retirement challenges, suggesting that happiness and financial freedom may be more attainable than many think.
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 Study's findings about the sport of tennis and how it's been shown to increase human lifespan. Finally, Wes breaks down the wisdom of tennis champion Roger Federer's recent words and compares his winning rate to that of the stock market.
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 Waffle House's hourly wages. Finally, Wes talks about using dividends as cash for retirement.
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 highlight the discrepancy between today's numbers vs. what Michael Jordan earned as a player. Finally, they examine the all-time highs the market has hit this year and give the history of how the market fares depending on which party is elected. The answer might surprise you!
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 pursuits and the health benefits of tennis. They review retirement tips and look toward completing the Q1 earning season. They consider the danger of scams and the potential loneliness of people working from home. Finally, they examine how much happiness a salary might be able to buy.
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.
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 the market's all-time highs and inspecting a new Schroders retirement study. Next, Wes forecasts an upcoming Retire Sooner Podcast interview with Dr. Dawn Carr about actionable social prescriptions for a happier and healthier retirement. Then, he outlines his recent Forbes article about how one small shift could make a $2 million difference. Finally, Wes and Jeff evaluate a study about the financial impact of buying expensive lattes.
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 shifting to the always-fun topic of Chick-fil-A. After a look at online shopping's surprising relationship with brick-and-mortar stores, they dig into the cost of college tuition vs. productive family principles for parents with college graduates.