Radio Archives – Wes Moss: Recent Episodes
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This episode of Money Matters explores what the government’s latest round of stimulus means at the individual and family level. Wes also discusses how the United States is leading the pack when it comes to the COVID vaccine rollout. Also, multiple caller questions include in-service 401k rollovers and a traveler who just received an $85,000 credit on her AMEX card!
The post Where Did All The Ubers Go?; What Does The $1.9T Stimulus Plan Mean for a Family of 4? – March 21, 2021 appeared first on Wes Moss.
This episode of MM discusses the new $1.9 trillion stimulus bill and its relative size to total US GDP vs other stimulus measures in history. Wes discusses how more traditional stock sectors have been accelerating while the digital economy that was hot in the COVID economy has cooled. Multiple caller questions include parsing “dividend yield” vs growth, inheritance, and stock splits.
This is provided as a resource for informational purposes and is not to be viewed as investment advice or recommendations. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. The mention of any company is provided to you for informational purposes and as an example only and is not to be considered investment advice or recommendation or an endorsement of any particular company. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. The information provided is strictly an opinion and for informational purposes only and it is not known whether the strategies will be successful. There are many aspects and criteria that must be examined and considered before investing. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions. Investment decisions should not be made solely based on information contained herein.
The post Will a Great “Rotation” Accompany the Great American Reopening? – March 14, 2021 appeared first on Wes Moss.
Today’s episode of MM asks the following question: “What’s the first thing you will do once you’re vaccinated for COVID-19?” Book a trip, make a dinner reservation, see your grandchildren? Wes hears from multiple MM callers describing how they’re getting back to more normal economic activity. This episode of MM also discusses what the economic reopening might mean for dividend investors.
This is provided as a resource for informational purposes and is not to be viewed as investment advice or recommendations. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. The mention of any company is provided to you for informational purposes and as an example only and is not to be considered investment advice or recommendation or an endorsement of any particular company. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. The information provided is strictly an opinion and for informational purposes only and it is not known whether the strategies will be successful. There are many aspects and criteria that must be examined and considered before investing. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions. Investment decisions should not be made solely based on information contained herein.
The post The United States’ Great Re-Opening Has Begun – March 7, 2021 appeared first on Wes Moss.
This episode of MM discusses how scary it was one year ago as the world was just starting to fall apart due to the pandemic, and the staggering progress we’ve made over the past year. We also discuss why oil and gasoline prices have gone through the roof recently, and review the power of rising dividends.
This is provided as a resource for informational purposes and is not to be viewed as investment advice or recommendations. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. The mention of any company is provided to you for informational purposes and as an example only and is not to be considered investment advice or recommendation or an endorsement of any particular company. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. The information provided is strictly an opinion and for informational purposes only and it is not known whether the strategies will be successful. There are many aspects and criteria that must be examined and considered before investing. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions. Investment decisions should not be made solely based on information contained herein
The post Progress Towards Herd Immunity, Gas Price & The Power of Dividends – February 28, 2021 appeared first on Wes Moss.
This episode of MM discusses the tsunami of economic stimulus coming from the United States government, helping stocks go higher, pushing bond prices lower, and stoking inflation in multiple parts of the economy, particularly housing. Median home prices just hit an all-time high, while housing inventory is at an all-time low. Multiple caller questions include tax implications on the recent sale of a property and the best way to pay for a pending home renovation.
This is provided as a resource for informational purposes and is not to be viewed as investment advice or recommendations. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. The mention of any company is provided to you for informational purposes and as an example only and is not to be considered investment advice or recommendation or an endorsement of any particular company. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. The information provided is strictly an opinion and for informational purposes only and it is not known whether the strategies will be successful. There are many aspects and criteria that must be examined and considered before investing. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions. Investment decisions should not be made solely based on information contained herein.
The post Understanding the Dramatic Power of US Economic Stimulus – February 21, 2021 appeared first on Wes Moss.
This episode of MM explores the new and evolving debate around when Americans are actually immune from Covid so the economy can get back to full steam ahead. Wes reviews economic data that shows the US is in decent shape, but still somewhat stuck in the mud. This episode also explores if Bitcoin qualifies as a real currency. Plus, eight ways to avoid an unhappy retirement!
This is provided as a resource for informational purposes and is not to be viewed as investment advice or recommendations. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. The mention of any company is provided to you for informational purposes and as an example only and is not to be considered investment advice or recommendation or an endorsement of any particular company. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. The information provided is strictly an opinion and for informational purposes only and it is not known whether the strategies will be successful. There are many aspects and criteria that must be examined and considered before investing. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions. Investment decisions should not be made solely based on information contained herein.
The post Bitcoin, COVID Immunity Debate & 8 Ways to Avoid an Unhappy Retirement – February 14, 2021 appeared first on Wes Moss.
This Super Bowl Sunday episode discusses the ridiculousness of Super Bowl and stock market studies, and more importantly shines a light on the scary statistics surrounding just how many Americans are drastically under funded for retirement. Wes also shares five core habits of the happiest retirees in America.
The post America’s Scary Retirement Statistics; 5 Habits of the Happiest Retirees – February 7, 2021 appeared first on Wes Moss.
This episode of MM describes the trading frenzy and mania that captivated stock markets this past week, making Reddit day traders millions and losing giant hedge funds billions. How will this forever change markets? Wes also describes how nearly 100 years ago we saw a similar short squeeze with Piggly Wiggly stock (seriously).
This is provided as a resource for informational purposes and is not to be viewed as investment advice or recommendations. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. The mention of any company is provided to you for informational purposes and as an example only and is not to be considered investment advice or recommendation or an endorsement of any particular company. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. The information provided is strictly an opinion and for informational purposes only and it is not known whether the strategies will be successful. There are many aspects and criteria that must be examined and considered before investing. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions. Investment decisions should not be made solely based on information contained herein.
The post Main Street’s Revolt and the Big Short Squeeze – January 31, 2021 appeared first on Wes Moss.
Big news in the world of financial planning, and good news for prospective and current retirees. William Bengen, the original founder of the most important rule of thumb in financial planning, has a new perspective on what a safe withdrawal rate might look like. Multiple caller questions include “how should I take my RMD?” and “what will my retirement taxes look like with a pension?”
This is provided as a resource for informational purposes and is not to be viewed as investment advice or recommendations. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. The mention of any company is provided to you for informational purposes and as an example only and is not to be considered investment advice or recommendation or an endorsement of any particular company. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. The information provided is strictly an opinion and for informational purposes only and it is not known whether the strategies will be successful. There are many aspects and criteria that must be examined and considered before investing. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions. Investment decisions should not be made solely based on information contained herein.
The post Massive Update to the Longstanding “4% Rule” – January 24, 2021 appeared first on Wes Moss.
This episode of MM discusses the proposed $1.9 billion stimulus plan from President-elect Joe Biden. We also discuss the new five-point plan to break the vaccine log jam we’re seeing in the United States. Several caller questions answered as listeners are concerned about what all the economic stimulus we’ve seen in the last year will mean for inflation.
This is provided as a resource for informational purposes and is not to be viewed as investment advice or recommendations. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. The mention of any company is provided to you for informational purposes and as an example only and is not to be considered investment advice or recommendation or an endorsement of any particular company. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. The information provided is strictly an opinion and for informational purposes only and it is not known whether the strategies will be successful. There are many aspects and criteria that must be examined and considered before investing. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions. Investment decisions should not be made solely based on information contained herein.
The post Biden Goes Big on Stimulus; New US Vaccine Rollout Plan; Where Are We on the Path to Herd Immunity? – January 18, 2021 appeared first on Wes Moss.