Episodios

  • Money Matters 11/17/24

    Money Matters 11/17/24
    Nov 18 2024
    On today’s show, co-host, producer, and new Uncle Jeff Lloyd joins Wes in the studio. They toss out the pumpkins, string up the holiday lights, and examine the abundance of recent market highs. For perspective, they chart market returns dating back to William McKinley in 1896. Next, they delve into the housing market and discover an eye-popping statistic. But, they point out that some good news may be on the horizon. Though lowering interest rates has not had the positive effects some had hoped for, a new administration sometimes brings different priorities. Furthermore, the U.S. Department of Treasury is preparing to unleash roughly $700 billion from its general account (TGA) into the economy. This cash injection could possibly lead to lower treasury bond yields, which could potentially help to lower mortgage rates. Finally, Wes describes the details of a retirement life map a happy retiree recently showed him and how her willingness to daydream and plan with discipline helped her retire without regrets.
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    35 m
  • Money Matters 8/25/24

    Money Matters 8/25/24
    Aug 26 2024
    On today’s episode of Money Matters, Wes is joined by Capital Investment Advisor’s Chief Investment Officer, Connor Miller. They examine The Federal Reserve’s latest actions, including Chair Jerome Powell’s speech at the Jackson Hole Symposium. They analyze the timing of inflation vs. Georgia Bulldog championships. They look at housing data, including a significant boost in supply and how high mortgage rates have kept people in their homes, thus slowing the market. They discuss a recent and sizable job number revision from the Bureau of Labor Management. They discuss the overall work-from-home trend and how it looks now in 2024. They talk about the difference between re-election and open-election years and their effects on the stock market. They touch on the importance of core pursuits for happy retirees, and Wes asks Connor what his are. They stress how participation (time in the market) is much more crucial than trying to time the market perfectly. Finally, Wes shares the news about the new Happy Retiree Planner.
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    1 h y 10 m
  • Money Matters 3/10/24

    Money Matters 3/10/24
    Mar 11 2024
    On today’s show, Wes welcomes back Social Security Ace Mary Beth Franklin to help retirees simplify the complex rules and regulations of this often essential income stream. Then, they discuss the differences between the different Medicare plans and which ones might suit which people. As always, Mary Beth offers the most up-to-date information and context and keeps Wes on his toes.
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    1 h y 7 m
  • Living in America

    Living in America
    Jul 12 2021
    US Housing Prices Rise; Best Places to Retire in America
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    1 h y 6 m
  • The Impact of Our Social Lives on Retirement Happiness

    The Impact of Our Social Lives on Retirement Happiness
    Mar 28 2021
    In this week's episode, we discuss the power of investing in stock dividends vs bond interest, new research on the impact of social contentedness on retirement happiness, and how to tell if you're on the right track to retirement.
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    1 h y 1 m
  • Where Did All The Ubers Go?; What Does The $1.9T Stimulus Plan Mean for a Family of 4?

    Where Did All The Ubers Go?; What Does The $1.9T Stimulus Plan Mean for a Family of 4?
    Mar 21 2021
    This episode of MM explores what the government’s latest round of stimulus means at the individual and family level. Wes also discusses how the United States is leading the pack when it comes to the COVID vaccine rollout. Also multiple caller questions include in-service 401k rollovers, and a traveler who just received an $85,000 credit on her AMEX card!
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    1 h y 5 m
  • Will a Great “Rotation” Accompany the Great American Reopening?

    Will a Great “Rotation” Accompany the Great American Reopening?
    Mar 14 2021
    This episode of MM discusses the new $1.9 trillion stimulus bill and it’s relative size to total US GDP vs other stimulus measures in history. Wes discusses how more traditional stock sectors have been accelerating while the digital economy that was hot in the COVID economy has cooled. Multiple caller questions include parsing “dividend yield” vs growth, inheritance, and stock splits.
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    1 h y 5 m
  • The United States’ Great Re-Opening Has Begun

    The United States’ Great Re-Opening Has Begun
    Mar 9 2021
    Today’s episode of MM asks the following question: “What’s the first thing you will do once you’re vaccinated for COVID-19?” Book a trip, make a dinner reservation, see your grandchildren? Wes hears from multiple MM callers describing how they’re getting back to more normal economic activity. This episode of MM also discusses what the economic reopening might mean for dividend investors.
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    1 h y 1 m