This week we interview Wes Moss about the Happiness Retirement Project. We discuss a lot of research data on people who are the happiest in retirement. If you think you know about happiness in retirement, you haven't seen anything yet. I learned a lot in this interview and will be applying much of the knowledge to my own practice. Join us this week for your own happiest retirement.
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Today's Guest: Wes Moss
Wes Moss Moss is a CERTIFIED FINANCIAL PLANNER™ and managing partner and chief investment strategist at Capital Investment Advisors, an Atlanta-based RIA with $4+ billion in assets under management. Named by Barron's as one of the top 100 advisors in the US, Moss is the host of Retire Sooner, a nationally recognized podcast dedicated to helping 1,000,000 people retire sooner. Moss is the host of Money Matters, the country’s longest running weekly call-in financial show on 95.5 WSB Atlanta’s News and Talk. In addition to his most recent book, What the Happiest Retirees Know (McGraw Hill/October 2021), Moss is the author of three other books, including 2014’s best selling You Can Retire Sooner Than You Think (McGraw Hill). Moss served as a financial columnist for the Atlanta Journal-Constitution for more than a decade; is editor of WesMoss.com; and is a frequent resource for journalists across all mediums.
Wes' Online Presence:
Today's Panelists
Phil Weiss | Apprise Wealth Management
Kirk Chisholm | Innovative Advisory Group