12.16.25 Ask An Advisor With Wes Moss
Episode description
How To Feel Good About Spending in Retirement & Big Changes to Your 2026 Taxes
Are you a lifelong saver struggling to spend your retirement nest egg? You're not alone! Many people who successfully save a significant amount face a major psychological hurdle when it comes time to shift from an accumulation mindset to a distribution (spending) mindset. Wes Moss breaks down how to overcome the psychological barrier of watching your retirement balance go down and how to finally feel good about enjoying the money you worked so hard to save. Also, Wes tackles the most timely and impactful tax changes coming up, including a checklist of six critical actions to consider before the end of the year to potentially lower your tax bill for 2026.
Mentioned on the show:
- How To Find and Choose a Financial Advisor
- Best Financial Advisors in 2025
- Year-End Tax Moves Worth Your Time
- IRS Announces New Tax Brackets and Other Changes for 2026
- What Brokerage Do You Recommend for First-Time Investors or Kids?
- Uniform Transfers to Minors Act (UTMA): What It Is and How It Works
Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the December 16, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask.
We hope you enjoy our weekly Ask An Advisor episodes. Let us know what you think in the comments!
Learn more about Wes:
Learn more about your ad choices: megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices