Looking for a clear perspective on retirement, investing, and the economy? Wes Moss and Jeff Lloyd bring real-world conversations designed to add clarity and context to today’s financial headlines.

• Unpack the latest Fed rate cut and what it may mean for loans and markets.

• Question what Jerry Greenfield’s exit from Ben & Jerry’s suggests about values-driven business.

• Compare today’s mortgage rates with record lows and see why many homeowners may feel “locked in.”

• Understand the tight housing market and its implications for buyers and sellers.

• Examine how markets have historically reacted after rate cuts, backed by data.

• Reflect on the psychological effects of inflation and volatility, and explore ways to maintain perspective.

• Apply foundational retirement planning principles like the 4% rule of thumb, the rich ratio, and diversification.

• Revisit your financial plan to adjust for rising costs and shifting markets.

• Explore why concerns about running out of money can affect savers at every wealth level, and what factors may ease those concerns.

• Anticipate how potential stimulus and tax refunds could influence consumer spending.

Stay informed. Stay engaged. Listen to the Money Matters Podcast today—and subscribe to keep your financial knowledge up to speed.