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Learning From the Happiest Retirees

Aug 09, 2025 ()

For more than a decade, financial advisor and author Wes Moss has surveyed people near and in retirement. In Part 1 of this two-part discussion with Robert Brokamp, Wes shares the financial and non-financial metrics and habits of the happiest retirees.

Also in this episode:

- How the current bull market compares to those of the past

- Estimates for the future returns from stocks

- How to make more on your cash

Tickers discussed: SGOV

Host: Robert Brokamp

Guest: Wes Moss

Engineer: Dan Boyd

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