Purpose, People, and Core Pursuits: Key Ingredients to a Happy Retirement
2026-09-06 · 25 min · 9 entities
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Host: Robert Brokamp, CFP®, EAGuest: Wes Moss, CFP®Engineer: Kristi Waterworth
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Feed author/publisher: The Motley Fool
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Feed category: Business
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Feed category: Investing
Entities found in this episode
persons 3
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Host: Robert Brokamp, CFP®, EAGuest: Wes Moss, CFP®Engineer: Kristi Waterworth
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Feed author/publisher: The Motley Fool
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Feed author/publisher: The Motley Fool
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Feed category: Investing
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Purpose, People, and Core Pursuits: Key Ingredients to a Happy Retirement
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Feed category: Investing
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Feed category: Business
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Host: Robert Brokamp, CFP®, EAGuest: Wes Moss, CFP®Engineer: Kristi Waterworth
Episode description as stored
If there’s one person who knows about both the financial and non-financial ingredients to a happy retirement, it’s Wes Moss. Wes is a Certified Financial Planner, the chief investment strategist at Capital Investment Advisors, the host of the Retire Sooner podcast, and the author of five books, including “The Retire Sooner Method: The Five Secrets Behind America’s Happiest (and Unhappiest) Retirees.”In Part 2 of their conversation, host Robert Brokamp spoke with Wes about:-The importance of “core pursuits” (aka, “hobbies on steroids”) and adventure-The “friendship recession” and how to build a community in retirement-The value of SWAN (sleep well at night) money-Turning your portfolio into a paycheck via multi-asset class income investing
Host: Robert Brokamp, CFP®, EAGuest: Wes Moss, CFP®Engineer: Kristi Waterworth
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