Full Show: 10 Habits of the Happiest Retirees | Clark Howard Video
Are you dreaming of a truly happy retirement? Fiduciary financial advisor Wes Moss reveals the 10 key habits of those who are living their best post-work lives, based on years of research. In today’s Ask an Advisor episode, Wes dives into both the financial and lifestyle choices that make all the difference.
Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the March 4, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at link .
Learn more about Wes: link
00:00 - Intro
02:03 - 5 Financial Habits of the Happiest Retirees
11:48 - Ask an Advisor – Should I roll my TSP into my employer’s 401(k), or keep it for the low fees and strong returns? - Henry in Delaware
14:06 - Ask an Advisor - Considering a Structured Managed Account (SMA) for tax benefits on a $1M investment—worth it? - Lisa in Florida
17:47 - Ask an Advisor – Best way to minimize taxes when selling RSUs and stock options? Who should I consult? - Christian in California
20:00 - 5 Lifestyle Habits of the Happiest Retirees
29:15 - Ask an Advisor – Thoughts on TSP allocation during accumulation and drawdown? Are target date funds too conservative in retirement? - Edward in Pennsylvania
31:39 -Ask an Advisor – How can I diversify my heavy growth-stock portfolio while managing taxes and Medicare premiums? - Ron in North Carolina
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