Episodes

  • Warren Buffett, Online vs. Brick-And-Mortar, Chick-fil-A, and Collegial Family Principles

    Warren Buffett, Online vs. Brick-And-Mortar, Chick-fil-A, and Collegial Family Principles
    May 14 2024
    Jeff Lloyd, CIA’s Wealth Manager Analyst, is back in the studio with Wes to keep everyone financially informed and empowered on this special Mother’s Day episode. After a market update, they discuss Q1 earnings and the notion of a Fed pause. Then, they cover some great Warren Buffett quotes and examine Berkshire Hathaway’s annual meeting before shifting to the always-fun topic of Chick-fil-A. After a look at online shopping’s surprising relationship with brick-and-mortar stores, they dig into the cost of college tuition vs. productive family principles for parents with college graduates.
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    1 hr and 6 mins
  • Jerome Powell’s Words, Dave & Buster’s Vibes, And Window Shopping For Retirement Withdrawal Rates

    Jerome Powell’s Words, Dave & Buster’s Vibes, And Window Shopping For Retirement Withdrawal Rates
    May 7 2024
    Wes is joined by Capital Investment Advisors Chief Investment Officer Connor Miller on today’s show. They digest the week's news before jumping into Jerome Powell’s recent economic comments regarding interest rates, inflation, and stagflation. Next, Wes recalls a recent Dave and Busters adventure with his son to explore betting on “anything” and who might be capitalizing on the trend. Then, they compare two different retirement withdrawal rates, highlighting the practical implications of each and what it might mean for the duration of a happy retirement.
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    1 hr and 1 min
  • Please Won’t You Be My Financially Prohibitive Neighbor?

    Please Won’t You Be My Financially Prohibitive Neighbor?
    Apr 30 2024
    Jeff Lloyd, Capital Investment Advisors Wealth Management Analyst, joins Wes to assess last week’s concept of the “Parental Federal Reserve” and why PCE (Personal Consumption Expenditures) is a fly in the soup. Next, they focus on financial discipline, zoom in on American productivity, and explain why scary headlines sometimes overshadow positive trends. Wes summarizes a recent Retire Sooner podcast interview with Jaspreet Singh that carries over to a RedFin study about housing and the Americans who can no longer afford to be their own neighbors. Finally, they wrap up with the disconnect between the state of the economy and the public’s sentiment about it.
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    1 hr and 7 mins
  • Spinach In The Candy Bowl, Jerome Powell On A Wheaties Box, And The Fed’s Interest Rate Delay

    Spinach In The Candy Bowl, Jerome Powell On A Wheaties Box, And The Fed’s Interest Rate Delay
    Apr 23 2024
    Wes welcomes Capital Investment Advisors’ Wealth Management Analyst, Jeff Lloyd, to the studio. They talk about cotton candy inflation and the market’s obsession with the Fed, comparing it to kids preferring candy when their parents insist on vegetables. They evaluate when the Fed might end up cutting interest rates, marvel at Johnson & Johnson raising their dividend for the 62nd year in a row, and delve into the reality that many future retirees don’t have enough money saved. They discuss the Sag Harbor couple who built a $15 million home only to sell it because their dog wasn’t a fan and analyze Caitlin Clark’s surprising WNBA salary. Finally, they examine some well-performing Dividend Paying Stock ETFs.
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    1 hr and 9 mins
  • The Masters, Inflation, Tax Day, Markets Broadening, Baby Boomers, and Magic Retirement Numbers

    The Masters, Inflation, Tax Day, Markets Broadening, Baby Boomers, and Magic Retirement Numbers
    Apr 16 2024
    Wes invites Connor Miller, Capital Investment Advisors' Chief Investment Officer, into the studio to rave about the lack of inflation at the Masters Golf Tournament's concession stands and lament the stickiness of overall inflation in the economy. Then, they examine the looming tax deadline, market-broadening behavior, Baby Boomers, and California's minimum wage. Finally, they talk about possible magic retirement number benchmarks.
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    1 hr and 8 mins
  • Caitlin Clark, Taxing Gen Zers Pay, Nest Eggs, Baby Boomers, Ray Dalio, and Max’ing Out Retirement Without Running Out

    Caitlin Clark, Taxing Gen Zers Pay, Nest Eggs, Baby Boomers, Ray Dalio, and Max’ing Out Retirement Without Running Out
    Apr 9 2024
    Wes welcomes Capital Investment Advisors’ Wealth Management Analyst, Jeff Lloyd, to the show. They compare notes about NCAA basketball, especially Iowa’s Caitlin Clark, then segue into an article about Gen Zers needing a therapist to deal with the stress of filing taxes. Wes breaks down changes in the formerly surging Magnificent Seven set of stocks, examines a Northwest Mutual study about nest eggs, studies Redfin stats about aging Baby Boomers keeping their homes, discusses how to max out retirement savings without running out, and disagrees with a dire warning from Bridgewater founder Ray Dalio.
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    1 hr and 1 min
  • Bananas, McDonald’s, Krispy Kreme, and Broadening the Rally

    Bananas, McDonald’s, Krispy Kreme, and Broadening the Rally
    Apr 2 2024
    Wes is joined by Capital Investment Advisors Chief Investment Officer Connor Miller. They discuss Applebee’s date night pass and the rising cost of eating out, Krispy Kreme teaming up with McDonald’s, and which budget areas Americans are choosing to tighten because of inflation. Then they elaborate on the S&P 500 having its finest first quarter in five years and more companies contributing to that success, a development they call “Broadening of the Rally.” They warn of the challenges investors might find if their strategy lets the dog chase its tail. Finally, they end with Wes’ favorite headline of the week, “Inflation is Bananas,” about Trader Joe’s raising banana prices from 19 to 23 cents, its first increase in 20 years.
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    58 mins
  • Farm-aceuticals And How Food Impacts Health with Dr. William Li

    Farm-aceuticals And How Food Impacts Health with Dr. William Li
    Mar 26 2024
    Medicines help to treat illness within the body, but what if we replaced filling a prescription with filling our bags at the farmer’s market with foods that can heal our bodies from the inside out? Dr. William Li, world-renowned physician, scientist, TED speaker, and author of “Eat To Beat Disease," joins this episode to share just how much food can impact our health. Dr. William Li provides his definition of being healthy, tips for kickstarting your health journey, and how there are five health defense systems that are crucial to our bodies. He also explains why we should explore new foods, especially in retirement, and lists foods and beverages that can be toxic to our diet. Additionally, Dr. Li shares an in-depth explanation of angiogenesis and why it’s vital to the maintenance of our body and defending our health. We wrap up with Dr. Li sharing how he takes a scientific approach to unlocking foods' nutrients as medicine and he reveals what the future looks like for discovering these healthy foods.
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    1 hr and 4 mins