Caitlin Clark, Taxing Gen Zers Pay, Nest Eggs, Baby Boomers, Ray Dalio, and Max’ing Out Retirement Without Running Out

Wes welcomes Capital Investment Advisors’ Wealth Management Analyst, Jeff Lloyd, to the show. They compare notes about NCAA basketball, especially Iowa’s Caitlin Clark, then segue into an article about Gen Zers needing a therapist to deal with the stress of filing taxes. Wes breaks down changes in the formerly surging Magnificent Seven set of stocks, examines a Northwest Mutual study about nest eggs, studies Redfin stats about aging Baby Boomers keeping their homes, discusses how to max out retirement savings without running out, and disagrees with a dire warning from Bridgewater founder Ray Dalio.