09 Aug 2025
20m

Learning From the Happiest Retirees

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Motley Fool Hidden Gems Investing

In this episode of Motley Fool Money, Robert Brokamp interviews financial advisor and author Wes Moss about his research on the characteristics of happy retirees. They discuss the financial aspects of retirement, including the amount of liquid investable assets and income needed to reach a "green zone" of happiness, as well as the importance of paying off mortgages and diversifying income streams. Moss shares insights from his surveys of retirees, highlighting the surprising prevalence of financial anxiety, even among those with substantial savings, and the discussion also covers strategies for maximizing cash returns and planning for potential interest rate cuts.

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