Saving for retirement is largely our own responsibility as individuals. As we live longer, we have a lot of time in retirement to prepare for. Plus, events in the world can be complicated which can make investing a nerve-wracking decision. Fortunately, there are basic core pillars and strategies that successful investors share.

In this episode of Ask an Advisor, fee-only fiduciary financial advisor Wes Moss breaks down the five fundamental keys of successful investors to help you better navigate the path to achieving financial freedom and reaching your retirement goals.

In the second half of the show, Wes takes a deep dive into one of the pillars: planning.

Plus, Christa shares your #AskWes questions and Wes gives his take.

All this and more on the January 7, 2025, Ask an Advisor episode.

Submit your questions at clark.com/ask.

We hope you enjoy the first of our weekly Ask An Advisor episodes, with Christa and Wes going deeper on investing and retirement savings.

Let us know what you think in the comments!

Learn more about Wes, our newest member of Team Clark:

Capital Investment Advisors Wes Moss, CFP®

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