What the Happiest Retirees Know That You Don't (with Wes Moss)
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 16 March 2022
⏱️ 57 minutes
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Summary
Transcript
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| 0:00.0 | What the happiest retirees know that you don't. |
| 0:03.6 | It's Brian Preston, the money guy, restoring order to your financial chaos, |
| 0:09.6 | retirement, investing, taxes. You've got financial questions, he's got financial answers. |
| 0:16.0 | It's Brian Preston, the money guy. |
| 0:19.6 | Yeah, Brian, I am super excited about this because we know that one of the principles |
| 0:23.7 | I was talking about is to begin with the end in mind. Being a younger person, not at retirement now, |
| 0:31.6 | I'm so excited about talking about what happy retirees know so that I can archive that |
| 0:37.7 | away in my knowledge bank. These are the things I ought to be thinking about. I ought to be |
| 0:41.8 | moving towards, I ought to be looking at if I really want to begin with a happy retirement as |
| 0:46.0 | my end goal in mind today. We felt like since this was such a had some heavy lifting, had some |
| 0:51.3 | implications. We need to bring in some reinforcements on this. We actually have our |
| 0:56.5 | friend Wes Moss here. If you're from Atlanta, you know who Wes is. Just for those who are |
| 1:03.1 | brand new to Wes Moss, I'll give you a little intro. Wes, give me a little grace. I'm |
| 1:10.4 | veering from your official bio. A lot of you might recognize Wes from Retire Sooner podcast, |
| 1:17.6 | but Wes is also, he's a a a a a a a a financial advisor like us has a large firm in Atlanta. |
| 1:24.0 | And then what I like about Wes is he's so generous. I mean, whenever I've gone through business |
| 1:29.5 | decisions and other things since CI, his firm is a little ahead of us on some of the times they've |
| 1:35.1 | had to make decisions. Wes has always been generous, but then he's also had some successful books |
| 1:41.6 | that he's written. And that's what kind of why we wanted to bring him on is because he does have |
| 1:44.9 | a brand new book out called Happy As Retirees No. And I like this because this is going to allow |
| 1:52.0 | you to internalize what are the people who are doing it right? No. And how can you kind of start |
| 1:58.4 | emulating and practicing these behaviors in your own life? So Wes, how are you doing today? |
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