Polishing Your Investment Approach With Robert Sanders

In this first episode of season two of Retire Sooner, Mallory Boggs sits down with Robert Sanders from the Retire Sooner Team. Robert is a Partner and Chief Investment Officer at Capital Investment Advisors. Robert explains what it takes when deciding what you want to invest in. He also defines his role at Capital Investment Advisors (CIA), simplifies the macro level of investing, reveals the ideal goal for clients at CIA, talks through discovering companies to invest in, why style consistency is essential when investing, and why it’s important to align your investment goals with your beliefs. Learn more about your ad choices. Visit megaphone.fm/adchoices

Om Podcasten

Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an investment advisor, Wes brings in guests and specialists to teach you how to set and work towards your financial and lifestyle objectives. Refreshingly-free of mind-numbing financial jargon and unrealistic money goals, Retire Sooner with Wes Moss gives listeners the tools on how to retire sooner in the real world.