09.10.26 Ask An Advisor With Wes Moss

Rapid Fire Q&A: The "Happiest Retiree" Pet Factor, RMD Alternatives, Fidelity’s New Annuity + More Questions Answered

Welcome to our first monthly "Rapid Fire Thursday" episode of Ask an Advisor! Today, Wes Moss is opening up the listener mailbag to answer your direct financial questions. We’re covering a wide range of topics: from how pets fit into the "Happiest Retirees" research, to whether UTMA accounts or Trump Accounts beat out a classic 529 plan for college and savings goals. Plus, we address pension life insurance strategies, handling portfolio planning with reduced life expectancy, and how to navigate the infamous "Tax Torpedo" in retirement.

Mentioned on the show:

Required Minimum Distributions: How To Calculate, Rules

The Biggest Investing Lesson From Trump Accounts - Clark Howard

Best 529 College Savings Plans By State

Roth IRA vs Traditional (Pre-Tax) IRA Calculator - Clark Howard

All this and more on the September 10, 2026, Ask an Advisor “Rapid Fire” episode of the Clark Howard podcast. Submit your questions: WesMoss.com/ask

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Learn more about Wes: 

BOOKS BY WES MOSS  

Wes Moss, CFP®