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

Although numerous habits make up the structure of a happy retiree, financial habits play a large part in creating the …

The term “Unretirement” is popping up more and more these days, and Chris Farrell literally wrote the book on it. …

Change is a natural part of life. The more we lean in to that change, the better we can plan …

How do banks calculate the amount due on your monthly mortgage payment? Here’s a hint: it’s not based on an …

On today’s show, Wes takes some time to answer listener questions. He covers the different phases of retirement, the pros …

Imagine playing Monopoly with actual money. Adam Carroll put $10,000 cash on the board and made his kids roll the dice. …

Today, Wes wades into the concept of Unretirement. Multiple studies suggest that some Americans return to work six months or a year …

On today’s episode, Wes sits down with Ryan Doolittle, host of the Retire Sooner Team’s brand new podcast: Happiest Retirees. Ryan tells …

On today’s show, Wes talks about what Warren Buffett called the “rising tide.” Wes feels the bad news about higher …

What does your digital footprint say about what you want? Data scientist, author of best-seller “Everybody Lies,” and speaker Seth …

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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