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Money Guy Show

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

Education, Investing, Business

4.73.1K Ratings

🗓️ 16 March 2022

⏱️ 57 minutes

🧾️ Download transcript

Summary

Wes Moss, host of Money Matters and best-selling author of books like You Can Retire Sooner Than You Think, joins Brian and Bo to share what makes for a truly happy retirement. Check out Wes' new book, What The Happiest Retirees Know, now! Subscribe on YouTube! Download FREE Financial Resources from the show Get our Net Worth Tool Now! Sign up for our Financial Order of Operations course Let’s make sure you’re on the path to financial success - then help you stay there! The Money Guy Show takes the edge off of personal finance. We’re financial advisors that believe anyone can be wealthy! First, LEARN smart financial principles. Next, APPLY those principles! Then watch your finances GROW! Visit our site for more info. Instagram Twitter Facebook TikTok Learn more about your ad choices. Visit megaphone.fm/adchoices

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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