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Wes Moss, CFP, is Chief Investment Strategist and Managing Partner at Capital Investment Advisors in Atlanta. He hosts the Money Matters radio programme and the Retire Sooner podcast, and wrote You Can Retire Sooner Than You Think and What The Happiest Retirees Know.
Nov 5, 2026 · 27 min readNet Worth by Age: How Do Your Numbers Compare?By Wes Moss, originally published at Capital Investment Advisors. AI IPOs may often dominate the news, but what matters for your retirement? On the Money Matters Podcast, Wes Moss and…
Oct 29, 2026 · 32 min readRetirement Account Security: AI Risks & Roth ConversionsBy Wes Moss, originally published at Capital Investment Advisors. How can you protect your retirement accounts, evaluate investment options, and separate stock market patterns from market myths? Join Wes Moss…
Oct 21, 2026 · 23 min readRetirement Income: Moving From Saving to SpendingBy Wes Moss, originally published at Capital Investment Advisors. Saving for retirement is one thing; feeling comfortable spending that money is another. Wes Moss welcomes New York Times best-selling author…
Oct 14, 2026 · 8 min readAre Higher Interest Rates Good for Retirees? Bond Income Trade-OffsBy Wes Moss, originally published at Capital Investment Advisors. Higher interest rates may sting borrowers and cause existing bond prices to fall. But for retirees and near-retirees, they may also…
Oct 6, 2026 · 6 min readWhat Is Coast FI, and Can You Stop Saving for Retirement?By Wes Moss, originally published at Capital Investment Advisors. I love seeing younger Americans think seriously about retirement, saving, and compound growth. So I understand the appeal of Coast FI—short…Sep 30, 2026 · 8 min readHow Much Do You Need to Retire? 4 Questions to Ask YourselfBy Wes Moss, originally published at Capital Investment Advisors. How much do you need to retire? If you listen to enough headlines, the answer may start to sound like “more…
Sep 9, 2026 · 10 min read4% Rule for Retirement Withdrawals: A Complete GuideBy Wes Moss, originally published at Capital Investment Advisors. The 4% rule of thumb is a widely used method to estimate how much a retiree might initially withdraw from an…Aug 27, 2026 · 6 min readThe Retire Sooner Method: 5 Steps Toward a Happier, More Confident RetirementBy Wes Moss, originally published at Capital Investment Advisors. For years, retirement planning has been framed as a numbers game: Save a large enough nest egg, use a withdrawal rule,…Aug 20, 2026 · 6 min readWhy Is Happiness Important in Retirement? 5 Research-Backed SecretsBy Wes Moss, originally published at Capital Investment Advisors. If retirement were just about money, my job would be a lot simpler. Retirees could hit a number on a spreadsheet,…Jul 31, 2026 · 6 min readHow Much Money Do You Need to Retire? The 3 Green ZonesBy Wes Moss, originally published at Capital Investment Advisors. Many people picture retirement success as a magic number: once their bank account reaches that pinnacle, “everything will work out.” Realistically,…Jul 29, 2026 · 8 min readHow Does Sleep Affect Retirement? The Overlooked Happiness FactorBy Wes Moss, originally published at Capital Investment Advisors. Is Sleep the Secret to a Happy Retirement? When you picture your dream retirement, what do you see? Long, lazy mornings…Jul 22, 2026 · 6 min readHow Long Does It Take to Make a Friend? The Science Behind Real ConnectionBy Wes Moss, originally published at Capital Investment Advisors. Friendship is one of the most important investments we make in life, and that may be even more true in retirement.…Retirely contributors share their own views. Nothing here is personal financial advice.
