05.27.25 Ask An Advisor With Wes Moss

The Clark Howard Podcast

Clark Howard

Investing, Entrepreneurship, Business

4.6 • 4.9K Ratings

🗓️ 27 May 2025

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

10-Step Checklist BEFORE You Retire and How Spending Money in Retirement Actually Works Ready to retire? Fiduciary financial advisor Wes Moss walks you through the essential 10-point checklist you should complete before leaving the workforce. Also, Wes breaks down the often-confusing topic of spending money in retirement. How do you actually access your funds, and what's the smart way to manage different account types? Learn the strategic way to tap into your different retirement "buckets" to make your money last and minimize taxes. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the May 27, 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

Click on a timestamp to play from that location

0:00.0	Hi, this is Ava from Vanta.
0:02.0	In today's digital world, compliance regulations are changing constantly,
0:07.0	and earning customer trust has never mattered more.
0:10.0	Vanta helps companies get compliant fast and stay secure,
0:13.0	with the most advanced AI automation and continuous monitoring out there.
0:17.0	So whether you're a startup going for your first stock two or ISO-27,001,
0:21.5	or a growing enterprise managing vendor risk, Banta makes it quick, easy and scalable.
0:26.4	And I'm not to say that because I work here. Get started today at banta.com.
0:31.6	Last year, Amazon was the world's largest corporate fire of renewable energy.
0:38.3	Seeing more and more of our energy comes from wind farms like this one.
0:44.3	Guys, what happened to recording that the solar farm?
0:49.3	To learn more, visit about amazon.com.
0:55.0	U.K. forward slash sustainability.
0:59.0	Oh.
1:04.0	Welcome to Ask an Advisor. We're back.
1:08.0	We're back.
1:09.0	We're back, West Moss, I'm Krista DiBiads. And we're talking about investing,
1:14.0	retirement, all sorts of great stuff. Today, we're going to get to your questions, which you can
1:19.1	submit anytime at clark.com slash ask. You can ask a question for Wes. I've been noticing a lot of
1:25.3	the questions are Wes and Krista. That's very nice. Which is cool. So please send those questions in. And then today you're going to have a couple of
1:31.6	really interesting topics. One is something people ask a lot. Like when am I ready to retire?
1:36.4	When am I going to be ready to retire? And you actually have like a checklist. A 10 point checklist.
	...

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.