Certified Financial Planner Wes Moss shares investing expertise on Warren Buffet's strategies, optimizing retirement contributions, comparing ETFs and index funds, and managing retirement portfolios for long-term financial security.

Wes Moss, a fee-only fiduciary financial advisor and expert in investing and retirement, dives into the recent AI breakthrough, DeepSeek, and its potential to boost American productivity. He discusses how this technology impacts markets and investment strategies. Wes also shares five key tips for stock diversification to mitigate losses. The conversation touches on the motivations driving workforce engagement and strategies for effective retirement planning, including the importance of maintaining safe assets for stability.

Wes Moss, a fee-only fiduciary financial advisor, shares crucial insights on what investors should monitor in 2025. He discusses potential market volatility and the implications of tariffs on consumer behavior. Moss also highlights the importance of dividends and bonds in a balanced portfolio. Additionally, he tackles misconceptions about financial advisors, emphasizing the benefits of index funds. The discussion includes strategies for retirement savings and managing inherited wealth, providing listeners with valuable financial guidance.

Wes Moss, a fee-only fiduciary financial advisor, shares valuable insights on retirement savings and Social Security changes. He assures listeners that it’s never too late to start saving for retirement, offering strategies that ease financial anxiety. The conversation highlights impending Social Security adjustments affecting public sector employees and discusses how legislative shifts could enhance benefits for many. Wes also answers listener questions, emphasizing the role of fiduciary advisors in securing financial futures.

Wes Moss, a fee-only fiduciary financial advisor and member of Team Clark, dives deep into the world of investing and retirement planning. He discusses the necessity of stocks for building a retirement nest egg, highlighting that a median happy retiree needs around $700,000. Wes also tackles the issue of FOMO—fear of missing out—and emphasizes why ignoring impulsive investment decisions is crucial. Listeners also get to hear about effective retirement strategies, including diversification and the balance between stocks and stable assets.