Retire Sooner with Wes Moss

We’re back after the holidays with Partner and Chief Investment Officer at Capital Investment Advisors, Robert Sanders. In this episode, Robert shares his predictions for the upcoming year and how these predictions will impact investors and retirees.Robert also discusses his three themes of 2022 and analyzes midterm election trends throughout the past. He shares predictions for the market within an inflationary environment, an ideal stocks versus bonds ratio during inflation, and the overall strength of the economy. Additionally, Robert explains how leaning towards the margin and maintaining a positive outlook can influence your investor mindset. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Retire Sooner Team will be back next week to start the new year off with new episodes! In the meantime, listen to your favorite Retire Sooner episodes at wesmoss.com/podcast or your favorite podcast platform. Stay tuned for more episodes with tips on living a happy and fulfilling retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this podcast episode, Brynne Simms shares how to set expectations to seek and manage rental properties during retirement, along with sharing her journey to owning and managing her own rental property. She also provides examples of how retirees can utilize their finances to find happiness in retirement and describes traits and core pursuits that she sees within the happiest retirees.Brynne also discusses her role as a Client Service Manager at Capital Investment Advisors and talks through what a happy retiree's future can look like. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode features Eddie Goepp, CFP®, Investment Advisor at Capital Investment Advisors. Eddie talks through the closed-end funds investment model and how implementing this strategy can enhance yields and bring balance to your portfolio.Eddie simplifies closed-end funds as a bucket that holds stock, funds, and real estate and explains why the current market can be attractive for retail investors. He also dives into the fluctuation of yields on closed-end funds, the power of debt, how his wife changed her career path and pursued her passion, and encourages listeners to fuel their passion while in the retirement grey zone. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week’s episode, Mallory Boggs is joined by Joel Dean, CFP®, an Investment Advisor at Capital Investment Advisors and a member of the Retire Sooner team to discuss ESGs, faith-based investing and investing in "sin stocks."Joel shares several investment stories and examples of sin stocks versus "values" investing. He also simplifies ESG investing (Sustainable Investing). Joel reveals how companies implement sustainability in their operations to attract investors. He then gives listeners guidance on how they might want to consider ESG, sin stocks, and faith-based investment strategies when it comes to their own portfolios. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Mallory Boggs is joined by Mitch Reiner, CFP®, CIMA®, Managing Partner and Senior Investment Advisor at Capital Investment Advisors. Mitch shares his three pillars of life concept and how these pillars can help you focus on where to devote your time and attention before retirement. He also explains how he discovered his life’s focus, the importance of decision-making with priorities in mind, his top priorities, the challenges of inserting himself in the community, and how he believes retirees could be the key to operating community organizations successfully. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this podcast episode, Mallory Boggs sits down with a member of the Retire Sooner team and Investment Advisor at Capital Investment Advisors, Kristin Curcio. Kristin provides her tips, insights, and expertise regarding financial planning and how these plans impact your retirement.She also explains the importance of budgeting, how much money you should have in your emergency fund, and discusses penalties for early withdrawals. Listen in to also hear tips and details around estate, will, and trust planning. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this first episode of season two of Retire Sooner, Mallory Boggs sits down with Robert Sanders from the Retire Sooner Team. Robert is a Partner and Chief Investment Officer at Capital Investment Advisors.Robert explains what it takes when deciding what you want to invest in. He also defines his role at Capital Investment Advisors (CIA), simplifies the macro level of investing, reveals the ideal goal for clients at CIA, talks through discovering companies to invest in, why style consistency is essential when investing, and why it’s important to align your investment goals with your beliefs. Learn more about your ad choices. Visit megaphone.fm/adchoices

Emily Esfahani Smith, author of "The Power of Meaning" and a renowned speaker, shares her insights on the importance of meaning over happiness. She discusses the four pillars of a meaningful life: belonging, purpose, transcendence, and storytelling. Drawing from her Sufi upbringing, she highlights the rising despair in today’s world and the significance of contributing to something larger than ourselves. She also emphasizes the transformative power of everyday moments, inviting listeners to cultivate connections and find purpose in life.

This podcast is an incredible labor of love from our team as we strive to help our listeners retire sooner. I'm so grateful to all of you for listening, and I’m excited for our next episode coming out on November 8th with Emily Esfahani Smith.Every day since the pandemic began, I have been on the air, coaching people through the economic roller coaster. During that time, I've also written and published a new book, and I've worked consistently to create the best content possible on this podcast, in my Atlanta Journal-Constitution column, and for my show on WSB radio. While I’ve enjoyed doing all of this, I’ve decided to take my own advice, and starting mid-November I’ll be focusing on some other core pursuits in my life for a bit. I'll be back in the spring of 2022 with some great new episodes for you here.While I might be taking a short break on the current format of the podcast, I don't want you to take a break on working towards your goal of retiring at least one year sooner. So I’m turning over the mic (for a bit) to those who work tirelessly behind the scenes at Retire Sooner to answer the questions we see come in from our listeners every day. Starting November 15, we’ll be rolling out a new podcast format we’re calling, “Questions & Answers." Our producer Mallory will be sitting down weekly with a member of our team of financial professionals to dig into a financial or economic topic where we’ve consistently seen confusion and questions. I hope you enjoy these new episodes, and I can't wait for you to see what's coming in the spring. If you'd like to reach me or the Retire Sooner Team, you can always find us at WesMoss.com. Learn more about your ad choices. Visit megaphone.fm/adchoices