When Wes Moss walked into a client meeting recently, a soon-to-be retiree named Jim sat down and said something Moss has heard hundreds of times: "I'm really scared of not having earned income. I…
Wes Moss — Podcast Appearances & AI Summaries
Wes Moss has appeared on 8 podcast episodes in our AI-summarized catalog, including The Clark Howard Podcast. Every appearance below has a free 5-minute AI summary.
What Wes said
“You do not want to stop working and try to figure those five [core pursuits] out... you need to be doing these almost 20 hours a week, and that creates your new schedule.”
— Wes Moss (15:50)
“You'd be crazy as a fox to just keep putting the money in stocks like you are for the long term and not pay off that mortgage... because the carry cost of that mortgage at 2.75%... is lower than what you can earn on a simple savings account.”
— Wes Moss (35:24)
Episode appearances
8On a recent episode of The Clark Howard Podcast, financial advisor Wes Moss shared a listener story about a retired couple who sold their house and moved onto a sailboat in the Caribbean. The…
The Ambition Trap in Retirement Wes Moss opens with a counterintuitive observation: the same drive that gets people to financial freedom often makes them miserable once they arrive. "Sometimes…
Wes Moss, a fiduciary advisor on the Clark Howard Podcast, opens the episode by addressing a question from the Clark team itself: Is there a downside to the popular "bucket" approach to investing?…
When Index Funds Get Tech-Heavy: A Conversation About Concentration Risk and Retirement Readiness The S&P 500 is now roughly 40% tech stocks. For a generation of investors who have been told to…
FOMO, Freedom, and the Two Phases of Wealth The current IPO frenzy—SpaceX, OpenAI, Anthropic—is creating what feels like overnight millionaires by the thousands. Wes Moss, a financial advisor who…
The Pot of Gold Trap: Why Feeling Behind Leads to Bad Bets A new Northwestern Mutual study found that 73% of American adults feel financially behind, and a striking share of them—especially…
"Rich isn't about the income, it's about the margin." That line from financial advisor Wes Moss captures the central idea of this episode of the Clark Howard Podcast. In a conversation with…
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