The Clark Howard Podcast 04.08.25 Ask An Advisor With Wes Moss
Apr 8, 2025
Wes Moss, a fiduciary financial advisor, shares his expertise on investing and retirement planning. He discusses the dangers of shifting investments to cash during volatile times and offers three strategies to combat that urge. With inflation impacting finances heavily, Wes provides essential tips for maintaining purchasing power while optimizing investments. Listeners also get a chance to have their burning questions answered, enhancing their financial literacy. It's a treasure trove of advice for savvy investors.
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Catherine's Early Retirement Dilemma
- Catherine and her husband, both in their 50s, are considering early retirement but are 100% invested in equities.
- Wes Moss advises them to postpone retirement, diversify their portfolio, and let the market recover.
Siren Song of Safety
- Wes Moss recounts a scene from O Brother, Where Art Thou? involving alluring sirens.
- This anecdote emphasizes the seductive nature of seeking safety during market turmoil.
Weathering Market Turmoil
- Remember your financial plan, which accounts for market volatility.
- Diversify your investments and remember that market corrections are normal.