01.07.24 Ask An Advisor With Wes Moss - 5 Keys To Successful Investing

The Clark Howard Podcast

Clark Howard

Investing, Entrepreneurship, Business

4.6 • 5.2K Ratings

🗓️ 7 January 2025

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

Saving for retirement is largely our own responsibility as individuals. As we live longer, we have a lot of time in retirement to prepare for. Plus, events in the world can be complicated which can make investing a nerve-wracking decision. Fortunately, there are basic core pillars and strategies that successful investors share. In this episode of Ask an Advisor, fee-only fiduciary financial advisor Wes Moss breaks down the five fundamental keys of successful investors to help you better navigate the path to achieving financial freedom and reaching your retirement goals. In the second half of the show, Wes takes a deep dive into one of the pillars: planning. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the January 7, 2025, Ask an Advisor episode. Submit your questions at clark.com/ask. We hope you enjoy the first of our weekly Ask An Advisor episodes, with Christa and Wes going deeper on investing and retirement savings. Let us know what you think in the comments! Learn more about Wes, our newest member of Team Clark: Capital Investment Advisors Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:32.9	Welcome to Ask an Advisor. This is a weekly episode we're doing of the Clark Howard Show,
0:40.3	where we go deeper on all things investing. I'm Krista DiPiaz, and I am here with Wes Moss,
0:46.3	who is now officially a member of Team Clark. Welcome, Wes.
0:51.3	Great to be here. Thank you, Krista.
0:52.3	And you're a fee-only fiduciary financial advisor. Clark and I have
0:56.5	known for years. And this is going to be kind of similar to the regular episodes of the Clark Howard
1:01.7	show where you're going to hit on a couple of topics. And we've got some investing questions for you
1:07.1	from the audience. And if you want to ask Wes a question or Clark a question, you can go to
1:11.7	clark.com slash ask.
1:13.9	But somebody just wandered in from off the street on his day off.
1:17.0	So I'm going to get out of here for a second.
1:19.6	Oh, you're leaving?
1:21.4	Clark, supposed to be your day off.
1:22.6	Hey, it's great to see you.
1:24.1	No, but I'm so excited about this.
1:26.3	I think this is absolutely a great opportunity
1:29.3	because you know more about investing in your pinky than I do in my whole body.
	...

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