5 Financial Secrets of the Happiest Retirees
We are talking to Wes Moss. If you're getting to know him, Forbes named him one of the Top 10 Best in State Wealth Advisors and Barron's named him one of America's Top 100 Independent Wealth Advisors.
What's fascinating in this discussion is the data that Wes put together surveying families in over 46 states in the United States to put together a book that he put out and it was interesting because the whole topic is around retirement and happiness. We talk a little bit about the book and what makes people happy, how you can get to retirement a whole lot sooner than a lot of the big-name gurus, media personalities and big banks are leading you to believe.
In addition, we talk about what happens in Trump Tower, 2004 on The Apprentice. Wes competed on the show. We talk a little bit about that if you're looking for a great interesting story. Do you want to know what is it that buys happiness? Is it money? How much money? What do you need to do? What things do you need to be in place for you to be happy when you retire? Maybe you don't want to retire. We talk about that too.
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Wes Moss
Capital Investment Advisors
Wes Moss is the host of Money Matters, one of the nation’s longest running live call-in, investment and personal finance radio show on News 95-5FM and AM 750 WSB in Atlanta, Georgia. He serves as the Chief Investment Strategist at Capital Investment Advisors (CIA). CIA currently manages more than two billion dollars in client assets. Wes is also a partner at Wela, a digital advisory service that offers free financial management tools and the ability for clients to work online with a financial planner.
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