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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All Episodes

Building generational wealth is important and can help to set your family and future family up for success. However, what …

History continues to repeat itself, especially when it comes to the economy and the stock market. In this podcast episode, …

Everyone seeks a smooth transition into retirement. Although it’s important to have a successful adjustment individually, including your spouse in …

Quitting your job is your choice, and for most, there is a good reason behind doing it. In fact, there …

In this episode, Wes sits down with Ann Germany, an expert from The Arbor Company. Ann dives into key traits …

The happiest retirees practice numerous habits that lead to a fulfilling life. In this episode, Wes continues revealing the do’s …

There’s nothing wrong with being a hard worker. Some may even consider hard work as their superpower. However, could hard …

What separates the happy retirees from the unhappy retirees? It’s not just one habit, but multiple habits that happy retirees …

Saving and budgeting your money is important to your financial success, both before and after retirement. Although saving comes with …

Are you, a parent, or a spouse transitioning to an assisted living facility? Determining what steps to take when paying …

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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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