09.22.26 Ask An Advisor With Wes Moss

2026-09-22 · 36 min · 10 entities

episode page audio

Asserted relationships

→ appeared on The Clark Howard Podcast podcast

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evidence rules-v5
09.22.26 Ask An Advisor With Wes Moss
→ hosted by Clark Howard person

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evidence rules-v5
Feed author/publisher: Clark Howard
→ discusses Business company

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evidence rules-v5
Feed category: Business
→ discusses Entrepreneurship website

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evidence rules-v5
Feed category: Entrepreneurship
→ discusses Investing concept

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evidence rules-v5
Feed category: Investing

Entities found in this episode

persons 3

mentioned Wes Moss person

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evidence rules-v5
09.22.26 Ask An Advisor With Wes Moss
mentioned Clark Howard person

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evidence rules-v5
Feed author/publisher: Clark Howard
hosted by Clark Howard person

0.55

evidence rules-v5
Feed author/publisher: Clark Howard

companys 2

mentioned Business company

0.50

evidence rules-v5
Feed category: Business
discusses Business company

0.40

evidence rules-v5
Feed category: Business

websites 2

mentioned Entrepreneurship website

0.50

evidence rules-v5
Feed category: Entrepreneurship
discusses Entrepreneurship website

0.40

evidence rules-v5
Feed category: Entrepreneurship

concepts 2

mentioned Investing concept

0.50

evidence rules-v5
Feed category: Investing
discusses Investing concept

0.40

evidence rules-v5
Feed category: Investing

podcasts 1

appeared on The Clark Howard Podcast podcast

0.68

evidence rules-v5
09.22.26 Ask An Advisor With Wes Moss

Episode description as stored

The Dark Side of Retirement (and How To Avoid It) & Lump Sum vs. Monthly Pension Decision Tree Retirement is often touted as the ultimate goal, but Wes reveals why reaching the finish line can bring unexpected challenges. Wes exposes the sobering statistics behind aging in America, emphasizing why true retirement success requires building a "portfolio of purpose" alongside financial security. Also, Wes breaks down his brand-new decision tree to help you settle the age-old debate of choosing a lump sum versus monthly pension payouts, introducing his straightforward 6% Rule and four key questions to protect your wealth, fight inflation, and secure a blissful retirement. Mentioned on the show: ⁠How To Invest a Lump Sum or Cash You've Left Uninvested⁠ ⁠Pension vs Lump Sum Calculator - Clark Howard⁠ All this and more on the September 22, 2026, Ask an Advisor episode of the Clark Howard podcast. Submit your questions: WesMoss.com/ask Discover the research-backed path to a happier retirement – order The Retire Sooner Method by Wes Moss today at retiresoonermethod.com We hope you enjoy our weekly Ask An Advisor episodes. Let us know what you think in the comments! Learn more about Wes: BOOKS BY WES MOSS Wes Moss, CFP® Wes Moss - Clark.com Learn more about your ad choices. Visit megaphone.fm/adchoices