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The Clark Howard Podcast

03.25.25 Ask An Advisor With Wes Moss

The Clark Howard Podcast

Clark Howard

Investing, Entrepreneurship, Business

4.64.9K Ratings

🗓️ 25 March 2025

⏱️ 35 minutes

🧾️ Download transcript

Summary

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 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 Advertisers: Credit Karma Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

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0:18.0

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0:21.3

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0:25.9

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0:31.2

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0:37.3

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0:40.1

Credit Karma.com. Intuit Credit Karma you can count on. Hello blue skies. Hello moving onwards and

0:49.3

upwards. Hello taking control of your money. Say hello to tax-free investing.

0:55.7

Open a stocks and shares, ISA,

0:57.7

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1:02.7

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1:04.4

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1:12.5

see hl.co.uk, UK, 4 slash ISA.

1:18.6

Welcome back to Ask an Advisor.

1:22.1

I'm Krista Dibias.

...

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