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05.06.25 Ask An Advisor With Wes Moss

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Manage episode 480857853 series 45939
Content provided by Clark Howard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Clark Howard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Is Owning a Home Still a Good Investment? and 5 Areas To Cover With a Financial Advisor

Ever wonder if buying a home is still a smart move in today's market? Fiduciary financial advisor Wes Moss reveals why housing can be a powerful "forced savings plan" and a hedge against inflation, especially for happy retirees. He examines historical trends, the recent housing boom, and the current median home price. Is buying now a nerve-wracking mistake, or a cornerstone of long-term wealth? Also, are you making the most of your conversations with your financial planner? Wes unveils the crucial categories he calls the "5 P's" to have more productive and meaningful meetings with your advisor.

Plus, Christa shares your #AskWes questions and Wes gives his take.

All this and more on the May 6, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask.

We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments!

Learn more about Wes: Wes Moss, CFP®

Learn more about your ad choices: megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

2220 episodes

Artwork
iconShare
 
Manage episode 480857853 series 45939
Content provided by Clark Howard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Clark Howard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Is Owning a Home Still a Good Investment? and 5 Areas To Cover With a Financial Advisor

Ever wonder if buying a home is still a smart move in today's market? Fiduciary financial advisor Wes Moss reveals why housing can be a powerful "forced savings plan" and a hedge against inflation, especially for happy retirees. He examines historical trends, the recent housing boom, and the current median home price. Is buying now a nerve-wracking mistake, or a cornerstone of long-term wealth? Also, are you making the most of your conversations with your financial planner? Wes unveils the crucial categories he calls the "5 P's" to have more productive and meaningful meetings with your advisor.

Plus, Christa shares your #AskWes questions and Wes gives his take.

All this and more on the May 6, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask.

We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments!

Learn more about Wes: Wes Moss, CFP®

Learn more about your ad choices: megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

2220 episodes

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