I am a CERTIFIED FINANCIAL PLANNER™, managing partner, and chief investment strategist at Capital Investment Advisors, an Atlanta-based RIA with $5 Billion in assets under management (as of 12/31/23). Additionally, I am the host of the nationally-recognized podcast Retire Sooner
3 Numbers That Help Predict A Happy Retirement
A research‑driven checklist of three Money & Happiness Green Zones to help you gauge retirement readiness and potentially find your next best financial move.
How Long Does It Take To Make A Friend In Retirement?
Friendship takes more time than most people think. Wes Moss breaks down the research and offers a practical framework for building community in retirement.
Want A Happy Retirement? Start With Your Top Five Core Pursuits
Discover why “core pursuits” matter more than money for retirement happiness—and learn a simple Top Five exercise to design a purpose-driven, thriving life after work.
Why Your Bank Savings Rate Is So Low—and How To Fix It
Big‑name banks often pay far less than the national average on savings. Here’s why, how that affects retirees, and a simple framework for getting more from your cash.
When Can I Retire? The Retire Sooner Method Vs. FIRE Movement
Compare the Retire Sooner Method vs. FIRE and explore why retiring 5–10 years early may be more realistic for many Americans.
How Fiduciary Advisors Differ From Commission-Based Advisors
Compare fiduciary advisors and commission-based advisors, including compensation, legal obligations, conflicts of interest, and financial planning roles.
Business Cash Crunch: 2 Ways To Access Retirement And Brokerage Funds
Business cash flow gaps can happen. Learn two ways to access brokerage and Roth IRA funds, including tax rules, risks, and key limits to consider.
What Steph Curry Can Teach Investors About Risk And Retirement
Why some investors take bigger risks—and what Steph Curry’s approach suggests about diversification and building wealth over time.
3 Ways To Stay Ahead Of Inflation In Retirement
Inflation can erode purchasing power over time. Explore how it affects retirement planning and strategies that may help support long-term financial security.
AI Isn’t Killing Jobs—It May Be Intensifying Work Instead
New research suggests AI may not replace jobs but increase workloads, as workers spend more time on communication, multitasking, and extended hours.