Full Show: Is Owning a Home Still a Good Investment? and 5 Areas To Cover With a Financial Advisor | Clark Howard Video

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 that 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: link

Learn more about Wes: link

00:00 - Intro
00:55 - Is Owning a Home Still a Good Investment?
08:59 - Ask an Advisor - What withdrawal rate works for retirement periods shorter than 30 years? (Frank in Florida)
12:23 Ask an Advisor - Is it better to hold ETFs or individual stocks in a brokerage account for long-term investing? (John in Arizona)
14:11 - Ask an Advisor - Where should I keep my house down payment for safety and a decent return? (Henry in California)
18:18 - 5 Areas To Cover With a Financial Advisor
20:40 - Ask an Advisor - What protections or benefits might I lose by moving my 457(b) into an IRA? (Jim in Idaho)
32:29 - Ask an Advisor -Should I sell my debt-free home to fund travel, or worry about capital gains? (Cody in Florida)
36:26 - Ask an Advisor - What’s the difference between Vanguard’s VFIAX and other S&P 500 index funds? & Which of Clark’s three favorite brokerages is your personal favorite—and why? (Aaron in Ohio)

Clark.com: Advice You Can Trust:
SUBSCRIBE: link

Listen To The Clark Howard Podcast: link
Apple Podcasts: link
Spotify: link
iHeartRadio: link

Follow Us for More Money Tips:
Website: link
Podcast: link
Newsletter: link
Instagram: link
Facebook: link

Need Consumer Advice?
The Consumer Action Center is a free resource for advice on money and consumer issues. Call 636-49C-LARK (636-492-5275) and a member of Team Clark will assist you as soon as possible. The Consumer Action Center is available Monday-Friday from 10 a.m. to 4 p.m. ET.

If you found this video valuable, give it a like.
If you know someone who needs to see it, share it.
Leave a comment below with your thoughts.
Add it to a playlist if you want to watch it later.

Our Promise to You:
At Clark.com and ClarkDeals.com, we do not get paid for endorsements or reviews of any product or service, nor do we allow advertisers to place paid content on our sites. More information: link