10.29.26 Ask An Advisor With Wes Moss
Rapid Fire Q&A: Financial Advisor Fees, Direct Indexing Traps, & 30-Year Treasury Yields Welcome to another Rapid Fire Thursday edition of Ask an Advisor with Wes Moss! Today, Wes opens up the listener mailbag to answer several direct questions on wealth management, investment strategies, and retirement planning. Wes covers everything from when financial advisor AUM fees should taper down to the hidden tax traps of Direct Indexing, utilizing 30-year Treasuries, and understanding a major loop-hole in the Rule of 55! Mentioned on the show: How To Find and Choose a Financial Advisor / Financial Advisor Costs Best Investment Companies for Investors in 2026 - Clark Howard What Is an HSA Account and How Does It Work? - Clark Howard The Biggest Investing Lesson From Trump Accounts - Clark Howard WSJ - Opinion: For Investors and Savers, TINA Is Giving Way to TARA The Overlooked 'Rule of 55' Could Unlock an Earlier Retirement All this and more on the October 29, 2026, Ask an Advisor “Rapid Fire” episode of the Clark Howard podcast. Submit your questions: WesMoss.com/ask Discover the research-backed path to a happier retirement – order The Retire Sooner Method by Wes Moss today at retiresoonermethod.com We hope you enjoy our weekly Ask An Advisor episodes. Let us know what you think in the comments! Learn more about Wes: BOOKS BY WES MOSS Wes Moss, CFP® Wes Moss - Clark.com Learn more about your ad choices. Visit megaphone.fm/adchoices