09.01.26 Ask An Advisor With Wes Moss
Summary
Wes Moss discusses the importance of retiring early to maximize healthy years, explaining sequence of return risk with examples showing how market timing impacts retirement portfolios. He answers listener questions on using rental income as bond-like diversification, prioritizing liquidity over mortgage payoff for home building, and the risks of concentrated stock holdings. Additionally, he advises on using third-party custodians for security, the drawbacks of buffered ETFs, and navigating international tax complexities for expats.
Topics discussed
Sponsors: Indeed Sponsored Jobs and KeyBank
Introduction and launch of 'The Retire Sooner Method'
Why retiring sooner matters: longevity and health risks
Listener Q: Using rental properties as bond-like assets
Listener Q: Paying down mortgage vs. saving for dream home
Listener Q: Buffered ETFs as bond replacements
Sponsors: Schwab, AT&T, Indeed, KeyBank, Visible
Sequence of Returns Risk: Impact on retirement portfolios
Listener Q: Rebalancing concentrated tech stock holdings
Listener Q: Advisor fraud and third-party custodians
Listener Q: International investing and tax considerations
Closing remarks and book promotion
Sponsor: Uber Eats back-to-school essentials
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