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Moore Wealth Retirement Talk

Moore Wealth Retirement Talk

By: Shawna Moore and David Moore
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. Economics
Episodes
  • DIY Investing, AI Investing, and the Real Value of Wealth Management

    DIY Investing, AI Investing, and the Real Value of Wealth Management
    Jun 27 2026
    With the rise of zero-fee trading platforms and sophisticated AI algorithms, managing your own portfolio has never been easier—but is it actually yielding the best results? This episode pits DIY strategies and automated AI investing against the comprehensive, human approach of professional wealth management. Tune in to discover why true financial planning goes far beyond just picking stocks, and how a real advisor can help you navigate emotional markets and complex tax laws.
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    Less than 1 minute
  • The Retirement Test Drive

    The Retirement Test Drive
    Jun 20 2026
    While you're test-driving your summer vacation plans, have you ever thought about test-driving your actual retirement? This episode explains how to treat the sunny season as a trial run for your post-career life by practicing your future daily routine, budgeting on a fixed income, and discovering how you’ll truly spend your time. Tune in to learn how a summer "test drive" can ensure your financial and lifestyle plans are completely ready for the open road.
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    Less than 1 minute
  • What Is The Next 10% Supposed To Accomplish?

    What Is The Next 10% Supposed To Accomplish?
    Jun 6 2026
    With the stock market constantly moving up and down, investors are often left wondering what the "next 10%" move—whether a market surge or a sudden correction—actually means for their money. This episode dives into current market behavior, unpacking how to separate daily volatility from long-term trends so you aren't caught off guard. Learn how to stress-test your portfolio against the next market shift and discover the specific role that next 10% movement should play in your overall retirement strategy.
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    Less than 1 minute
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