Money Matters 10-26-25

Stay informed and intentional with this week’s Money Matters Radio Show, where Wes Moss and the Retire Sooner Team offer thoughtful discussions to help listeners make sense of today’s financial landscape. In Hour 1, Wes Moss and Christa DiBiase discuss current conversations about including private equity within 401(k) plans and what that potential shift could mean for plan participants. Address listener questions on raising financially informed children, balancing FIRE (Financial Independence, Retire Early) principles with long-term stability, and understanding Roth options in workplace retirement plans. Clarify complex areas like covered call ETFs, inheritance considerations, and the importance of making informed investment decisions aligned with personal objectives and risk tolerance. In Hour 2, Wes Moss and Connor Miller analyze the influence of AI-driven market growth and distinguish between innovation momentum and speculative behavior within technology-focused portfolios. Review how S&P 500 concentration affects diversification and why maintaining portfolio balance remains an important consideration. Explore housing market trends in Miami, Dallas, and Nashville, and reflect on a 58-year-old college football player’s journey that highlights lifelong learning, reinvention, and purpose in life after work. Listen to the Money Matters Radio Show on WSB Radio to stay current, stay thoughtful, and stay engaged with today’s evolving retirement and investing topics.