
Sign up to save your podcasts
Or
Do Retirees Need To Track Stock Earnings? And This Rule Can Help You Retire Early
If you're a retail investor or a happy retiree, should you be paying attention to corporate earnings? Fiduciary financial advisor Wes Moss dives into why earnings matter for both individual stock owners and index fund investors. Discover how the overall earnings of the S&P 500 influence market trends and whether you need to obsess over every quarterly report. Also, Wes breaks down the "Rule of 55," a lesser-known strategy that could help you access your retirement money sooner without penalties. Most people know about the Rule of 59 1/2, but Wes reveals the specific qualifications and conditions for utilizing the Rule of 55 with your 401(k). Learn how this rule could accelerate your path to retirement!
Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the June 10, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask.
Learn more about Wes: BOOKS BY WES MOSS / Wes Moss, CFP®
Learn more about your ad choices: megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
4.6
50485,048 ratings
Do Retirees Need To Track Stock Earnings? And This Rule Can Help You Retire Early
If you're a retail investor or a happy retiree, should you be paying attention to corporate earnings? Fiduciary financial advisor Wes Moss dives into why earnings matter for both individual stock owners and index fund investors. Discover how the overall earnings of the S&P 500 influence market trends and whether you need to obsess over every quarterly report. Also, Wes breaks down the "Rule of 55," a lesser-known strategy that could help you access your retirement money sooner without penalties. Most people know about the Rule of 59 1/2, but Wes reveals the specific qualifications and conditions for utilizing the Rule of 55 with your 401(k). Learn how this rule could accelerate your path to retirement!
Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the June 10, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask.
Learn more about Wes: BOOKS BY WES MOSS / Wes Moss, CFP®
Learn more about your ad choices: megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
3,197 Listeners
444 Listeners
791 Listeners
1,925 Listeners
1,989 Listeners
746 Listeners
832 Listeners
738 Listeners
1,292 Listeners
454 Listeners
517 Listeners
668 Listeners
187 Listeners
797 Listeners
124 Listeners