Motley Fool Money Learning From the Happiest Retirees
39 snips
Aug 9, 2025 
Wes Moss, a certified financial planner and host of the Retire Sooner podcast, shares insights from over a decade of research on retirement happiness. He discusses key traits of the happiest retirees, including the importance of financial stability and strong social connections. The conversation also covers the current bull market, realistic investment expectations, and strategies for stable cash flow. Finally, Moss addresses common fears about outliving retirement savings, emphasizing proactive cash management and diverse income sources for peace of mind.
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Narrow Breadth Powers This Rally
- The current bull has been driven by a narrow group of tech and AI growth stocks, not broad market strength.
- Low breadth has historically preceded sharp bear markets in similar runs.
AI Investment Now Drives GDP Growth
- Investment in AI contributed more to GDP growth this year than consumer spending, according to RenMac's work cited on the show.
- That signals massive capital spending on AI while consumer demand remains sluggish.
Lower Future Stock Return Estimates
- Vanguard projects only 3.3%–5.3% annualized returns from U.S. equities over the next decade.
- Many firms now expect sub‑average returns because U.S. stocks trade above historical fair value.
