10.20.26 Ask An Advisor With Wes Moss

Rapid Fire Q&A: Roth Conversion Traps, RMD Spending Rules, & Switching Careers To Finance Welcome to another edition of "Rapid Fire" on Ask an Advisor! Today, Wes Moss is opening up the listener mailbag to answer your direct financial questions. From navigating tricky Roth IRA 5-year rules to deciding the exact order of account withdrawals in retirement, we’re covering real-world strategies to help you retire sooner and smarter. Mentioned on the show: 5 Keys To Be a Successful Investor - Clark Howard Should You Sell or Stay in the Stock Market if You Are Retired or Retiring Soon? The Order You Withdraw Retirement Money Matters More Than You Think Required Minimum Distributions: How To Calculate, Rules All this and more on the October 20, 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