01.07.24 Ask An Advisor With Wes Moss - 5 Keys To Successful Investing

The Clark Howard Podcast

#Personal Finances #Lifestyle #Trading #Business #Finance #Clark Howard #Entrepreneur

33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

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MP3•Pagina episodului

Saving for retirement is largely our own responsibility as individuals. As we live longer, we have a lot of time in retirement to prepare for. Plus, events in the world can be complicated which can make investing a nerve-wracking decision. Fortunately, there are basic core pillars and strategies that successful investors share.

In this episode of Ask an Advisor, fee-only fiduciary financial advisor Wes Moss breaks down the five fundamental keys of successful investors to help you better navigate the path to achieving financial freedom and reaching your retirement goals.

In the second half of the show, Wes takes a deep dive into one of the pillars: planning.

Plus, Christa shares your #AskWes questions and Wes gives his take.

All this and more on the January 7, 2025, Ask an Advisor episode.

Submit your questions at clark.com/ask.

We hope you enjoy the first of our weekly Ask An Advisor episodes, with Christa and Wes going deeper on investing and retirement savings.

Let us know what you think in the comments!

Learn more about Wes, our newest member of Team Clark:

Capital Investment Advisors Wes Moss, CFP®

Learn more about your ad choices: megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

2185 episoade

01.07.24 Ask An Advisor With Wes Moss - 5 Keys To Successful Investing

The Clark Howard Podcast

57,891 subscribers

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MP3•Pagina episodului

In the second half of the show, Wes takes a deep dive into one of the pillars: planning.

Plus, Christa shares your #AskWes questions and Wes gives his take.

All this and more on the January 7, 2025, Ask an Advisor episode.

Submit your questions at clark.com/ask.

We hope you enjoy the first of our weekly Ask An Advisor episodes, with Christa and Wes going deeper on investing and retirement savings.

Let us know what you think in the comments!

Learn more about Wes, our newest member of Team Clark:

Capital Investment Advisors Wes Moss, CFP®

Learn more about your ad choices: megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

2185 episoade

#Personal Finances #Lifestyle #Trading #Business #Finance #Clark Howard #Entrepreneur

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The Clark Howard Podcast

1
03.07.25 Clark Answers His Critics on Clark Stinks / A Daylight Savings Time Assignment 38:37

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Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks . Also today - this weekend marks daylight savings time, and Clark has an important assignment for you that can help ensure your insurance works better for you. Clark Stinks : Segments 1 & 2 Walk & Talk Home Video: Segment 3 Ask Clark: Segment 4 Mentioned on the show: Free File Fillable Forms | Internal Revenue Service What Is an Annuity, and Why Does Clark Think They Stink? The Only Two Exceptions to Clark Howard's Annuity Rule Google Fi Review: My Experience as a 6-Year Customer (Pros and Cons) Lightbox lab-grown diamond jewelry. Bringing light to life. Authorized User vs. Joint Account Holder: Understanding the Difference for Credit Cards Clark Howard's 5-Point Annual Checklist You Should Follow Protect Your Belongings by Videotaping Them Once a Year What Can I Safely Use for Peer-to-Peer Payments? What Is a Fiduciary Financial Advisor and Do I Need One? How To Find and Choose a Financial Advisor Shipping Costs at the Post Office Just Went Up Clark.com resources Episode transcripts Community.Clark.com / Ask Clark Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Clark Howard Podcast

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03.05.25 Most Affordable States / What To Know About Tariffs 36:37

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The Clark Howard Podcast

1
03.04.25 Ask An Advisor With Wes Moss - 10 Habits of the Happiest Retirees 39:21

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10 Habits of the Happiest Retirees Are you dreaming of a truly happy retirement? Fiduciary financial advisor Wes Moss reveals the 10 key habits of those who are living their best post-work lives, based on years of research. In today’s Ask an Advisor episode, Wes dives into both the financial and lifestyle choices that make all the difference. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the March 4, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask . We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments! Learn more about Wes: Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Clark Howard Podcast

1
03.03.25 The Consumer Financial Protection Bureau / Warehouse Club Competition 35:40

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The Clark Howard Podcast

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02.28.25 Mindful Dining / Warning: Pseudo Health Insurance 30:08

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Money doesn’t mean much without health and well-being, and Americans are enjoying one life’s simple pleasures less and less. We know what a hazardous distraction phones can be while driving. But a new study shows this and other distractions impact one’s ability to disconnect and focus on enjoying healthy meals - more important to health than we realize. Also today, a cautionary tale about health insurance plans that don’t comply with the ACA. Banish Phone Distraction: Segment 1 Ask Clark: Segment 2 Non-Compliant Health Plans: Segment 3 Ask Clark: Segment 4 Mentioned on the show: The Best Time and Place To Buy a TV ClarkDeals - The best deals on TVs available now Health Plans That Don’t Comply with the ACA Put Consumers at Risk How and When To Cancel a Credit Card Should You Buy an Extended Warranty on Your Car? Best Budgeting Apps in 2025: Our Top 6 Rocket Money Review: 6 Things To Know Before You Sign Up Clark.com resources Episode transcripts Community.Clark.com / Ask Clark Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Sponsor: Surfshark Surfshark Alternative Number : your online identity safeguard with Surfshark Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Clark Howard Podcast

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02.26.25 Manage Junk Calls, Texts & Emails / Water Shortage Ingenuity 33:36

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The Clark Howard Podcast

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02.25.25 Ask An Advisor With Wes Moss 43:10

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02.24.25 Protecting Financial Accounts / TRAVEL: Navigating Rising Airfares 32:30

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The Clark Howard Podcast

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02.21.25 Clark Answers His Critics on Clark Stinks / Amazon Customer No-Service 38:27

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The Clark Howard Podcast

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02.19.25 Your Savings Rate / Running Out Of Money In Retirement 33:22

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The Clark Howard Podcast

1
02.18.25 Ask An Advisor With Wes Moss 44:56

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The Clark Howard Podcast

1
02.17.25 Joining A Gym + Health Trackers & Privacy / Payment App Warning 34:55

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The Clark Howard Podcast

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02.14.25 Valentines Edition: Couples And Money / Wedding Costs 34:19

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The Clark Howard Podcast

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02.12.25 Finding A Side Gig / Finances: Teach Your Children Well 34:54

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The Clark Howard Podcast

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02.11.25 Ask An Advisor With Wes Moss 38:22

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