06.10.25 Ask An Advisor With Wes Moss

The Clark Howard Podcast

Clark Howard

Investing, Entrepreneurship, Business

4.6 • 4.9K Ratings

🗓️ 10 June 2025

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

Do Retirees Need To Track Stock Earnings? And This Rule Can Help You Retire Early If you're a retail investor or a happy retiree, should you be paying attention to corporate earnings? Fiduciary financial advisor Wes Moss dives into why earnings matter for both individual stock owners and index fund investors. Discover how the overall earnings of the S&P 500 influence market trends and whether you need to obsess over every quarterly report. Also, Wes breaks down the "Rule of 55," a lesser-known strategy that could help you access your retirement money sooner without penalties. Most people know about the Rule of 59 1/2, but Wes reveals the specific qualifications and conditions for utilizing the Rule of 55 with your 401(k). Learn how this rule could accelerate your path to retirement! Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the June 10, 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: BOOKS BY WES MOSS / 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	I'm making a robot head with an Amazon box.
0:03.0	I've painted it silver and Daddy helped me make it.
0:05.0	At Amazon, we're actually using paper bags for more of our deliveries.
0:08.0	And now I'm making a paper hot air balloon
0:11.0	and I even made a little brown basket
0:13.0	and I'm making a dog that looks just like Monty.
0:16.0	Just one of the ways we've reduced the weight of our packaging by more than 40% since 2015,
0:20.0	which is still good for playtime.
0:22.1	Mom, where's the scissors? To learn more, visit about amazon.com.com at UK forward slash sustainability.
0:29.6	Hi, this is Ava from Vanta. In today's digital world, compliance regulations are changing constantly,
0:36.6	and earning customer trust has never mattered more.
0:40.0	Banta helps companies get compliant fast and stay secure with the most advanced AI automation and continuous monitoring out there.
0:47.6	So whether you're a startup going for your first SOC 2 or ISO-27,01 or a growing enterprise managing vendor risk,
0:54.2	Banta makes it quick, easy, and scalable.
0:56.5	And I'm not to say that because I work here.
0:58.4	Get started today at banta.com.
1:05.5	Welcome to Ask an Advisor.
1:07.3	I'm Krista DiBiase, here with Team Clark member, West Moss, fiduciary financial advisor,
1:14.0	extraordinary, podcast host, radio host, author. A lot of stuff. A lot of stuff. You wear a lot of hats,
1:22.1	dad of four. Yeah, which by the way in the summer is, uh, it really ramps up. Oh, I'm sure it does.
1:27.7	It really ramps up when everyone's home.
1:29.4	I loved your whole thing about the list of things you're having your boys do this summer.
	...

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