Podcast Episodes
Back to SearchIncome Investing: The Process, The Approach, and The Reward
Episode 57
If you take the proper steps, investing can be rewarding and valuable. However, if your only focus is growth, then you could be missing out on a larg…
4 years, 11 months ago
The Financial Rollercoaster Associated with Living Lavish In Los Angeles with Bob Wheeler
Episode 56
Living in luxury comes at a price, and it’s important to be cautious with your finances to avoid unexpected ups and downs; especially living in areas…
4 years, 11 months ago
Rethinking Your Balanced Portfolio Allocation
Episode 55
In this podcast episode, Wes urges listeners to rethink investment percentages for their balanced portfolio. He discusses how the traditional 60/40 p…
5 years ago
How Traveling With Purpose Can Give Life A New Meaning with Joe Cortez
Episode 54
Whether it’s for work or pleasure, traveling can be fun and exciting. However, have you ever thought about why you are traveling?
During this podcast …
5 years ago
Investing Mistakes To Avoid
Episode 53
In this podcast episode, Wes reveals common investing mistakes to avoid. He also talks through upcoming podcast episodes, explains his experience in …
5 years ago
Selecting Your Ideal Retirement Location with Gilen Chan and Gene Preudhomme
Episode 52
If you could retire anywhere, where would it be? What are the main variables that would help you determine where to go? If you’re pursuing the answer…
5 years ago
Five Reasons to Retire Sooner
Episode 51
In this podcast episode, Wes shares five reasons retirees are retiring as soon as they can. He also talks through catalysts for retiring, dives into …
5 years ago
Leaving Wealth To The Next Generation with Steve Goodman
Episode 50
Building generational wealth is important and can help to set your family and future family up for success. However, what planning is required when i…
5 years ago
The Power Of Understanding Averages in the Stock Market
Episode 49
History continues to repeat itself, especially when it comes to the economy and the stock market. In this podcast episode, Wes shares the power of tw…
5 years ago
Transitioning Into Retirement Alongside Your Spouse with Louis H. Primavera, PhD
Episode 48
Everyone seeks a smooth transition into retirement. Although it’s important to have a successful adjustment individually, including your spouse in th…
5 years ago