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The Clark Howard Podcast
03.25.25 Ask An Advisor With Wes Moss
Mar 25, 2025
Wes Moss, a fiduciary financial advisor, shares insights on navigating the current turbulent market. He highlights a significant trend of retirement account trading driven by alarming headlines, advocating for confidence in uncertain times. Moss introduces the 'Dry Powder Principle' to protect your portfolio amidst volatility. The conversation emphasizes understanding risk tolerance and adapting investment strategies throughout life stages, while exploring the dynamics of dividend stocks in relation to overall financial planning.
38:18
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Quick takeaways
- The surge in retirement account trading reflects concern over market instability, prompting a shift to stable value funds for safety.
- Implementing the 'Dry Powder Principle' ensures retirees maintain a strategic reserve of liquid assets to protect against market fluctuations.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode