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The Clark Howard Podcast

03.04.25 Ask An Advisor With Wes Moss - 10 Habits of the Happiest Retirees

The Clark Howard Podcast

Clark Howard

Investing, Entrepreneurship, Business

4.64.9K Ratings

🗓️ 4 March 2025

⏱️ 36 minutes

🧾️ Download transcript

Summary

10 Habits of the Happiest Retirees Are you dreaming of a truly happy retirement? Fiduciary financial advisor Wes Moss reveals the 10 key habits of those who are living their best post-work lives, based on years of research. In today’s Ask an Advisor episode, Wes dives into both the financial and lifestyle choices that make all the difference. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the March 4, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments! Learn more about Wes: 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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0:00.0

Here's the truth about AI. AI is only as powerful as the platform it's built into. Service Now puts

0:06.6

AI to work for people across your business, removing friction and frustration for your employees,

0:12.7

supercharging productivity for your developers, providing intelligent tools for your service

0:17.6

agents to make customers happier. All built into a single platform you can use

0:22.2

right now. That's why the world works with ServiceNow. Visit ServiceNow.com slash UK

0:28.5

for AI for people. Hello blue skies. Hello moving onwards and upwards. Hello taking control

0:36.7

of your money.

0:40.0

Say hello to tax-free investing.

0:42.5

Open a Stocks and shares, ICER,

0:44.2

and act by the 5th of April to get 100 to 3,000 pounds cash back.

0:47.8

Hargreaves Lansdowne.

0:49.4

Hello Life.

0:51.6

Register and add or transfer 10,000 pounds plus.

0:54.1

You may get back less than you invests and tax

0:55.9

benefits vary. For terms and conditions, see hl.co.ukh, 4.slash-isor. Welcome to this week's

1:06.4

edition of Ask an Advisor. I'm Krista Dibias here with Wes Moss. Hi, Krista. Hello. How are you today?

1:13.9

And Wes, you've been studying the habits of happy retirees for a very, very, very long time and unhappy retirees, which I love.

1:23.3

Because when you talk about financial planning, it's not just about the numbers at all.

1:27.8

In fact, most of it's helping somebody plan out what kind of life they want to have, right?

1:31.6

It really is.

1:32.7

And when I first started doing this called 15 years ago when I started really thinking about these topics,

1:38.3

it came from when I was a newer parent.

...

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