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About 4 years ago Sandy took out half of her investments and moved them to a money market in preparation of her retirement. Now she's retired in a strong market and wants to know if she should reinvest.
Original air date: August 13, 2017 – Hour 2, Call 1.
Wes Moss is the host of MONEY MATTERS – the country’s longest running live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB.
You Can Retire Sooner Than You Think, by Wes Moss – Buy it here:
These audio clips are recordings from the Money Matters radio show. The provided discussions are general in nature and based on the financial and economic events at the time and/or minimal information disclosed by call-in participants. The responses to questions are not meant to be personalized investment advice. Every person's financial situation is unique and there is no one-size-fits all advice and requires more detailed analysis than what can be conducted for a call-in participant. Any information obtained in the audio should not be accepted as investment advice and should be discussed with a financial professional. Any actions taken should only be done after evaluation and analysis of your specific situation. All investing involves risk including the loss of an investor's principal. No guarantees can be offered that any of the call-in participants were successful or that any information provided assisted the call-in participant in achieving their financial goals.
If you’re a small-business owner, you’re probably already investing in your retirement. But did you know that your small business can help with your retirement savings even more? A company retirement plan provides value to employees and business owners. Not only can these plans help you attract and retain quality employees, you can also invest more for your future while reducing your current taxable income. A SIMPLE IRA allows small business employees to save more toward retirement on a tax-deferred basis than they could on their own. To learn more, watch this informative video about Savings Incentive Match Plans for Employees (SIMPLE) IRAs.
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Securities offered through American Funds Distributors, Inc.
We are a wealth management firm that specializes in improving on the traditional buy and hold approach. To use a simple analogy, we do this by treating ones retirement investments as if they were real estate.
For more information call us at 727.492.0314 or visit
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Retirement may be the largest financial goal you’ll ever have, and you need a plan to get there. In this video you’ll learn the basics of retirement planning, like how to set a retirement goal, choosing between a Roth or Traditional IRA, and deciding how to manage your investments.