Capital Investment Advisors

On a Mission to Help 1,000,000 People Retire Sooner

As a seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an investment advisor, Wes brings in guests, specialists and our team of financial professionals to teach you how to set and work towards your financial and lifestyle objectives.

Submit Your Financial Question for an Upcoming Episode:

Call 800-805-6301 and leave a voicemail with your financial question for a chance to be featured on an upcoming episode.

If you’re interested in being a guest on the podcast, submit your contact information and preferred topic here.

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Listen to the latest! Over 1.5 million downloads and counting.

All Episodes

On today’s episode, Wes is joined by Producer Mallory Boggs. They brainstorm the idea of holding a “Retire Sooner Conference” …

Edd and Cynthia Staton’s retirement plans were on track. Then, the 2008 Financial Crisis hit. Their careers disappeared, their home …

On today’s show, Wes is joined by Producer Mallory to elaborate on the pitfalls of fleeing the market during turbulent …

We all know aging comes with cognitive challenges, but how early do they start? Sometimes, I forget my email password …

In part two of Wes’ favorite takeaways from Morgan Housel’s bestselling book, The Psychology of Money, he teams up with Producer …

You can’t say the word “midlife” without imagining a crisis. An aging bald guy who cheats on his wife and …

On today’s episode, Wes is joined by Producer Mallory for part one of their discussion about the biggest takeaways from …

On today’s episode, Wes explains the generosity component of the Retire Sooner podcast and welcomes Chris Anderson to the show. Chris is …

On today’s episode, we ponder the question, “Can money buy happiness?” The answer might surprise listeners, and Wes borrows the …

On today’s episode, Wes sits down with Steve Tarr, a Fellow at the Drucker School of Management, to discuss how …

Join the Retire Sooner Facebook Group

In our Facebook Group, the theme is always happiness in retirement. Become a part of a community for those planning their retirement and who want to have meaningful and open discussions around personal experiences, places to retire, core pursuits, general investing, and more!

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