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08.19.25 Ask An Advisor With Wes Moss

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Manage episode 501135274 series 45939
Content provided by Clark Howard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Clark Howard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Why This Retired Couple Is Still 70% in Stocks and Will the Fed Start Lowering Rates?

A retired couple in their 80s has big pensions, no debt, and a significant amount of their portfolio in stocks. While traditional wisdom suggests being more conservative with age, find out why they have an “infinite time horizon,” as fiduciary financial advisor Wes Moss explains. Also, the Federal Reserve is the engine of the U.S. economy, and its decisions on interest rates have massive ripple effects, from the housing market to your savings account. With the latest inflation and jobs reports suggesting a cooling economy, Wes explains why we may be at the end of the "higher for longer" era. He also provides a critical heads-up for savers.

Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the August 19, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask.

We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments!

Learn more about Wes: BOOKS BY WES MOSS / Wes Moss, CFP®

Learn more about your ad choices: megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

2284 episodes

Artwork
iconShare
 
Manage episode 501135274 series 45939
Content provided by Clark Howard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Clark Howard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Why This Retired Couple Is Still 70% in Stocks and Will the Fed Start Lowering Rates?

A retired couple in their 80s has big pensions, no debt, and a significant amount of their portfolio in stocks. While traditional wisdom suggests being more conservative with age, find out why they have an “infinite time horizon,” as fiduciary financial advisor Wes Moss explains. Also, the Federal Reserve is the engine of the U.S. economy, and its decisions on interest rates have massive ripple effects, from the housing market to your savings account. With the latest inflation and jobs reports suggesting a cooling economy, Wes explains why we may be at the end of the "higher for longer" era. He also provides a critical heads-up for savers.

Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the August 19, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask.

We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments!

Learn more about Wes: BOOKS BY WES MOSS / Wes Moss, CFP®

Learn more about your ad choices: megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

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