401(k) Investor Profiles, Bias, Rebalancing, The Russell 2000 Index, and a Taco Bell Retirement Community

Money Matters With Wes Moss

#Trading #Business #Wes Moss

28:30

We're trying something different this week: a full post-show breakdown of every episode in the latest season of Black Mirror! Ari Romero is joined by Tudum's Black Mirror expert, Keisha Hatchett, to give you all the nuance, the insider commentary, and the details you might have missed in this incredible new season. Plus commentary from creator & showrunner Charlie Brooker! SPOILER ALERT: We're talking about the new season in detail and revealing key plot points. If you haven't watched yet, and you don't want to know what happens, turn back now! You can watch all seven seasons of Black Mirror now in your personalized virtual theater . Follow Netflix Podcasts and read more about Black Mirror on Tudum.com .…

год назад 1:05:44

MP3•Главная эпизода

Wes is joined today by Jeff Lloyd, Wealth Management Analyst for Capital Investment Advisors, for a special show on the road in Michigan! They discuss reversion to the mean and then cover the four main types of 401(k) investor allocation “profiles.” Wes then examines confirmation and recency bias and how rebalancing might provide a change. Then, they do a deep dive into the Russell 2000 Index, exploring companies and comparing market caps to those on the S&P 500. Finally, they pull back the curtain on a brand new Taco Bell retirement community opening in San Diego, CA.

68 эпизодов

401(k) Investor Profiles, Bias, Rebalancing, The Russell 2000 Index, and a Taco Bell Retirement Community

Money Matters With Wes Moss

published год назад

MP3•Главная эпизода

68 эпизодов

#Trading #Business #Wes Moss

ทุกตอน

Money Matters With Wes Moss

1
Easter Eggflation, Market Benchmarks, Tariffs, And The Fed: Zoom Out On Portfolio Performance And Investor Sentiment 34:01

3 дня назад34:01

34:01

Analyze how inflation may prevent nearly half of Americans from dying Easter eggs and why consumer sentiment may be out of alignment with the reality on the ground. Discover how the most popular benchmark for measuring market performance may not be the most efficient one. Zoom out to examine historical trends and gain perspective on where your portfolio stands despite the current tariff uncertainty. Gather the latest on Fed Chair Jerome Powell’s interest rate outlook, as well as his ability to remain in the job despite pressure from the current administration. Wes Moss and Jeff Lloyd guide you through these essential topics and more.…

Money Matters With Wes Moss

1
Investing Through Market And Masters Swings: VIX, Tariffs & How to Protect Your Portfolio 35:45

10 дней назад35:45

35:45

Witness market volatility and the economic seesaw! Navigate the complexities of trade negotiations and their widespread impact. Untangle the inverse relationship between bond prices and interest rates. See how tariffs can affect prices and fuel uncertainty. Harness the power of balance and diversification to help fortify your investments. Decipher the VIX (fear index) and its historical implications for market returns. Contemplate the lessons from the 2020 market crash and recovery. Analyze the details of ongoing global trade negotiations and potential outcomes. Note the influence of consumer and business confidence amidst tariff changes. Marvel at the unchanging prices of egg salad sandwiches at the Masters Tournament and the hot dog/soda combo at Costco. Tune in to the Money Matters Podcast, hosted by Wes Moss, Jeff Lloyd, and Connor Miller, to explore securing your financial future.…

Money Matters With Wes Moss

1
Market Turbulence: How Tariffs, Bonds, and Diversification Can Potentially Protect Your Financial Future 35:35

17 дней назад35:35

35:35

Navigate the market's recent swings, sparked by major tariff announcements and a significant stock sell-off. Examine the impact of balanced portfolios, learn why bonds are back in action, and explore how diversification might help you minimize losses during turbulent times. Tariffs may create higher prices for consumers and small businesses, but could the new revenue pave the way for substantial tax cuts for both corporations and individuals? Unpack the potential silver lining in these challenging times. Understand how the VIX (volatility index) behaves during major market shifts and why, historically, market performance tends to improve after sharp increases in volatility. Despite the market ups and downs, Wes, Jeff, and Connor emphasize why staying balanced and diversified can be critical to your long-term investment strategy. Tune in for actionable strategies and work toward securing happiness in your financial future.…

Money Matters With Wes Moss

1
Master Market Trends, Maximize Wealth, and Take Control of Your Financial Future 34:46

24 дня назад34:46

34:46

Dive into an eye-opening discussion about confidently navigating the financial landscape. Unpack the latest market trends, tackle productive investment strategies, and uncover a potential key to building lasting wealth. Get insights on making your money work harder, optimizing your retirement plan, and sidestepping common financial pitfalls. Whether planning your next big financial move or just trying to keep up with economic shifts, this episode delivers knowledge to help you take control. Wes Moss and Jeff Lloyd turn complex financial topics into actionable steps for your financial future.…

Money Matters With Wes Moss

1
Tariffs, Tumult, and Triumph: How to Stay Ahead in a Volatile Market 35:31

4 weeks назад35:31

35:31

Turbulence in the markets? Tariffs in the headlines? Don’t let uncertainty derail your financial future. Dive into a data-driven look at market corrections, the Fed’s stance on interest rates, and the incredible force of the American consumer. Discover why history has favored long-term investors, how the army of American productivity often powers through volatility, and why staying the course is potentially the key to financial success. Examine inflation, employment, and the impact of rising tariffs—without confusing jargon. Tune in for productive analysis, practical strategies, and a reminder that efficient investors don’t panic—they plan. Wes Moss and Jeff Lloyd break it all down on this episode of Money Matters .…

Money Matters With Wes Moss

1
Market Volatility Unmasked: Strategies to Help Protect Wealth and Seize Opportunities 35:56

5 weeks назад35:56

35:56

Navigate market uncertainty with confidence. Break down the latest correction, why investors may be shifting assets, and whether history suggests recovery or deeper trouble. Uncover the real impact of inflation, tariffs, and economic policy shifts while understanding why the current administration seems to be skipping short-term stimulus for long-term structural change. Analyze how bear markets develop, how often they recover, and what history teaches about timing your next move. Wes and Connor explore portfolio diversification, dry powder strategies, and productive investing techniques to help protect wealth and seize opportunities. Rather than panic, learn what it means to capitalize on volatility, optimize investments, and stay ahead.…

Money Matters With Wes Moss

1
Live-In Flips & FIRE: How to Build Wealth, Avoid Taxes, and Retire Sooner With Bigger Pockets’ Mindy Jensen 36:00

6 weeks назад36:00

36:00

Can smart real estate investing and the FIRE movement transform your financial future? Uncover the powerful "live-in flip" strategy that sometimes allows homeowners to renovate, sell, and pocket massive tax-free profits—all while living in the home. Learn how to leverage tax laws legally, navigate real estate markets, and maximize returns without overpaying Uncle Sam. Plus, explore the path to financial independence, the secrets some have used to reach FIRE in just 10 years, and how to avoid the "middle-class trap" that prevents many folks from achieving significant wealth. Whether you're looking to invest in property, retire early, or simply take control of your finances, this episode is packed with actionable insights. Tune in to hear Mindy Jensen, co-host of The BiggerPockets Money Podcast , share her winning strategies with Wes.…

Money Matters With Wes Moss

1
Retirement Readiness: Roth IRAs, the 4% Rule, and Practical Investment Strategies 36:57

7 weeks назад36:57

36:57

Discover how to maximize your Roth IRA, balance pension income, and use the 4% rule of thumb to determine if you’re truly ready to retire. Learn why asset allocation is critical, when to consider shifting from stocks to bonds, and whether cash can possibly replace bonds in a portfolio. Tackle real-world scenarios like handling inherited trusts, making tax-efficient withdrawals, and building a financial team to navigate a major windfall. Examine strategies to seek to protect investments, manage risk, and make smart decisions about long-term care. By answering listener questions and offering practical insights, Wes Moss and Christa DiBiase explore the financial clarity you need to retire sooner and smarter.…

Money Matters With Wes Moss

1
Market Myths Busted: Panic Less And Plan Smart—GDP Growth, Bond Yields, and Productive Retirement Strategies 36:45

8 weeks назад36:45

36:45

Cut through the media noise. Debunk Robert Kiyosaki's latest market crash warning. Ease financial and geopolitical anxiety with facts: GDP is growing over 2%, inflation is cooling, and the labor market has snapped back to a healthy balance—challenge fear-driven narratives by focusing on fundamentals. Could Walmart’s earnings stumble be a hiccup rather than a harbinger? Isn’t Amazon’s quarterly revenue record the bigger story? With FactSet forecasting healthy S&P 500 earnings growth for 2025, is it time to lean in rather than sit out? Examine Columbia Threadneedle's study to see why today’s 4.5% to 5% bond yields make them a potentially productive strategy because they sometimes sidestep cash drag to secure stable returns. Want a retirement game plan? Wes and Jeff walk listeners through the “Fill the Gap” strategy: know your income shortfall, multiply by 25, and hopefully retire with confidence. Then, unpack the “Doge Dividend” proposal, a concept floated by the Trump administration suggesting taxpayer rebates tied to deficit reductions. Would one-time stimulus checks be more or less productive than debt rollback? Listen to find out more, and if you're heading to the Waffle House, brace for that new 50-cent egg surcharge.…

Money Matters With Wes Moss

1
Gold’s True Value, Inflation’s Next Move, and a Manufacturing Boom—Decode the Economic Shake-Up 31:36

9 weeks назад31:36

31:36

Dive into the latest financial headlines, examine the impact of modern work-from-home trends, and explore the three most compelling economic charts of the moment. Analyze inflation as it edges up around 3%, raising questions about the Federal Reserve’s next move. Debate revaluation’s potential role in helping shrink the deficit by looking at how the U.S. Treasury’s gold reserves, still marked at outdated 1970s prices, would be worth over $750 billion at today’s value. Unpack the soaring manufacturing expectations that have come along with a massive spike in projected industrial activity. Dissect the latest attempt for government downsizing as roughly 75,000 federal workers have already accepted buyouts. Wes Moss and Jeff Lloyd help connect the dots and decode what this all means for the economy, the markets, and the financial future of retirees and beyond.…

Money Matters With Wes Moss

1
Investing at Market Highs, Lump Sum vs. Pension Decisions, and S&P Super Bowl Stats 33:59

10 weeks назад33:59

33:59

Dive into the latest economic trends and retirement strategies, breaking down essential financial topics. Can investing during market highs yield strong returns and counter the typical "buy low, sell high" advice? Explore the psychology of lump sum vs. pension decisions for federal employees, and examine a balanced investment approach in a bond market with higher interest rates. Learn the nuances of fixed-income investments, the benefits of locking in higher rates, and how bonds typically outperform cash in the long run. Wes Moss and Connor Miller cover all of this, plus some fun Super Bowl stats for happy retirees and beyond.…

Money Matters With Wes Moss

1
Economic Resilience, Consumer Spending, GDP, And AI’s Evolution 36:09

11 weeks назад36:09

36:09

The resiliency of U.S. economics, steady consumer spending across all income levels, underestimated impacts of a gig economy, and the surprising durability of GDP growth are all part of today’s essential discussion. Wes Moss and Jeff Lloyd examine which factors suggest productivity might be undercounted and liken AI to the space race, where any type of participation drives long-term innovation. Listen to discover how these elements could shape the economic landscape for retirees and beyond.…

Money Matters With Wes Moss

1
How Inflation, Tariffs, and New Rules Are Shaping Your Money in 2025 34:07

12 weeks назад34:07

34:07

On this week’s Money Matters, Wes Moss and co-host Jeff Lloyd break down the biggest financial stories shaping 2025. From what the Fed’s next move on interest rates means for your wallet to how tariffs and inflation are impacting markets. Wes also shares big news about Social Security changes that could give retirees with pensions a much-needed boost. Plus, they dive into bonds, Bitcoin, and what really makes an asset worth investing in.…

Money Matters With Wes Moss

1
Top 10 Financial Trends In 2025, Resilience, Spending, Dividends, And Happy Retiree Inspiration 36:26

13 weeks назад36:26

36:26

Wes Moss and Clark.com ’s Christa DiBiase team up to highlight the top 10 financial trends investors should watch in 2025, including economic resilience, consumer spending strength, and rising productivity. In the second hour, Wes partners with co-host Jeff Lloyd to explore market momentum, the importance of dividends, and savvy retirement strategies. The episode concludes with an inspiring story of a happy retiree using careful financial planning to enjoy a once-in-a-lifetime College Football Playoff experience.…

Money Matters With Wes Moss

1
What investors need to watch out for in 2025 34:54

14 weeks назад34:54