Episodios

  • Fed Rate Cuts, University Degree Efficacy, Millionaire Renters, And Election Result Market Returns

    Fed Rate Cuts, University Degree Efficacy, Millionaire Renters, And Election Result Market Returns
    Sep 24 2024
    Wes is joined by CIA’s Chief Investment Officer Connor Miller on today’s episode of Money Matters. They discuss the significant news about the Fed cutting interest rates. They probe a study showing that 41% of Americans report peak stress conditions, though the misery index fell slightly from last year. They dive into a list of which university degrees statistically lead to higher earnings for their graduates. They examine a Wall Street Journal article about millionaires who decided to rent instead of buying their homes. They explore the public’s overall sentiment for the government. Finally, Connor shows Wes which election results have historically yielded the best market returns. Is it Republican or Democrat? The answer might surprise you.
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    1 h y 7 m
  • Inflation Softening, Election Uncertainty, Apple Stats, And A 5% Retirement Withdrawal Rate

    Inflation Softening, Election Uncertainty, Apple Stats, And A 5% Retirement Withdrawal Rate
    Sep 17 2024
    Wes is joined by Money Matters Producer Jeff Lloyd. They delve into current events affecting Americans—U.S. inflation softening as the Federal Reserve prepares to cut interest rates, the latest mortgage figures, and how election uncertainty may be influencing the stock market. Then, they use the new iPhone 16 announcement to examine Apple’s statistics. Finally, they dig into a Barron’s article discussing the potential for a 5% retirement withdrawal rate.
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    36 m
  • Foundational Investment Principles of the Retire Sooner Community

    Foundational Investment Principles of the Retire Sooner Community
    Sep 10 2024
    Americans have faced immense financial challenges in the past two-plus decades. The Dotcom Bubble sent stock prices down nearly 50% between 2000 and 2002, the Great Recession and Housing Crisis of 2007-2009 cratered stocks more than 55%, and theCOVID-19 Pandemic and shutdowns sent stocks tumbling 30% in a month’s span and led to massive inflation and high interest rates thereafter. In today’s episode of the Money Matters Podcast, Wes admits that a sensible retirement strategy while accounting for unknown future world events can feel overwhelming. However, he believes utilizing the foundational principles of the Retire Sooner community can help increase your probability of achieving the financial freedom that many happy retirees enjoy.
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    47 m
  • Labor Pride, Nvidia Buyback Parties, Sausage Demand, And Time-Honored Investment Strategies

    Labor Pride, Nvidia Buyback Parties, Sausage Demand, And Time-Honored Investment Strategies
    Sep 3 2024
    On today’s episode of the Money Matters Podcast, Wes is joined by producer Jeff Lloyd. They celebrate the Army of American Productivity and workers everywhere in honor of Labor Day. They look toward Q4 by summarizing Nvidia’s recent $50 billion stock buyback, reviewing the handful of trillion-dollar companies, and inspecting a story about pent-up demand for sausage. They mention Jerome Powell’s recent speech and then do a deep dive on The Wall Street Journal’s negative article about the 60/40 portfolio and 4% Rule.
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    34 m
  • The Fed, Bulldog Inflation, Housing and Jobs, Market Participation, and the Happy Retiree Planner

    The Fed, Bulldog Inflation, Housing and Jobs, Market Participation, and the Happy Retiree Planner
    Aug 27 2024
    Wes is joined by Capital Investment Advisor’s Chief Investment Officer, Connor Miller, on today’s episode. They explore The Federal Reserve’s latest actions, including Chair Jerome Powell’s speech at the Jackson Hole Symposium. They probe the timing of inflation vs. Georgia Bulldog championships. They pore over housing data, including a significant boost in supply and how high mortgage rates have kept people in their homes. They delve into 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 7 m
  • Carry Trade, The Death Tax, and Participation vs. Perfection

    Carry Trade, The Death Tax, and Participation vs. Perfection
    Aug 20 2024
    Wes is joined by Capital Investment Advisors Wealth Management Analyst Jeff Lloyd on today’s episode of Money Matters. They analyze the latest financial headlines to contextualize the recent global market sell-off. Was it all about economic data or a consequence of the so-called “Carry Trade?” Next, they scrutinize the recent attention paid to the “Death Tax” and speculate about the Fed’s probability of lowering interest rates at its September meeting. Finally, they delve into market history to see what matters more: participation or perfection.
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    54 m
  • Handling Market Sell-Offs And What The Federal Reserve Might Do With Interest Rates

    Handling Market Sell-Offs And What The Federal Reserve Might Do With Interest Rates
    Aug 13 2024
    On today’s episode of the Money Matters Podcast, Wes is joined by Capital Investment Advisors Wealth Management Analyst Jeff Lloyd. They dig into the recent market crash, view it from a historical perspective, and examine productive ways investors can handle typical market sell-offs in their retirement planning process. They evaluate the recent rise in unemployment numbers and whether that might mean the Federal Reserve is behind the curve on cutting interest rates. Finally, with this in mind, they hypothesize what an interest rate drop could mean for America's housing challenges.
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    56 m
  • The Reawakening of the Stock Market: Shifting Away from Tech Dominance

    The Reawakening of the Stock Market: Shifting Away from Tech Dominance
    Aug 6 2024
    In this episode of Money Matters, hosts Wes Moss and Connor Miller discuss the recent broadening out of the stock market, with smaller companies and a wider range of sectors outperforming the previously dominant large tech companies. Wes and Connor also touch on a variety of other topics, such as the ongoing Olympics and the prizes that medalists are awarded by their home country. Wes and Connor have pulled research on how political events impact market performance over time for investors. They conclude by reiterating the foundational principles of investing.
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    53 m