03.18.25 Ask An Advisor With Wes Moss

The Clark Howard Podcast

Clark Howard

Investing, Entrepreneurship, Business

4.6 • 4.9K Ratings

🗓️ 18 March 2025

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Retirement Accounts in Panic? and Your Secret Weapon for Volatile Markets Are you seeing unsettling headlines about 2025? You're not alone. Reports show a surge in retirement account trading, with a staggering 40% of people moving to stable value funds. Fiduciary financial advisor Wes Moss explains why "Tariff Terror" is driving these decisions – and the incredible reason why we should navigate uncertainty with confidence. Also, with market dips and volatility on the rise, how can you protect your portfolio? Wes introduces the "Dry Powder Principle” -- your strategic reserve of safety assets. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the March 18, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions: https://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

Click on a timestamp to play from that location

0:00.0	Welcome back to Ask an Advisor.
0:07.0	We go deeper on all things investing.
0:09.0	I'm Krista DiBias, here with Wes Moss.
0:12.0	Wes, happy Tuesday.
0:13.0	Hello, Krista DiBias.
0:14.0	How you doing?
0:15.0	Good to see you.
0:16.0	Good.
0:17.0	So today, obviously last week, a lot of volatility.
0:20.0	I mean, there's volatility.
0:22.1	We're going to expect more volatility probably in the stock market.
0:24.6	Sure.
0:25.6	So you're going to kind of tell us how to tariff proof our finances.
0:29.6	Is that right?
0:30.6	I mean, our retirement accounts.
0:31.6	Tariff proof.
0:32.6	I would say that's a little strong.
0:33.6	I don't know if I can tariff proof anything, but I think we can really, we can, we I think I want to address that today because it's been in the headlines all year.
0:41.3	And we're not going to be political because we never are on this show, but we, it's important
0:45.3	to talk about how we can help our retirement accounts stay healthy. And, and there's real evidence
0:50.2	right now. And there was a report on CNBC recently that showed, and it was from Empower.
0:55.7	And Empower is a giant retirement plan company. And they have 19 million participants. They know
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Clark Howard, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Clark Howard and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.