Talking Money, Clearly
Talking Money, Clearly with Wes Cuprill is your straightforward guide to making smarter financial decisions.
Each week, Wes breaks down investing basics, financial planning, and money management with a no-nonsense approach that cuts through Wall Street hype. From budgeting, saving, and paying off debt to building wealth, retirement planning, and navigating today’s financial noise, this show delivers clear advice for millennials, middle-aged adults, and families who want to take control of their future.
With segments like Wealth Wise Women and expert insights on global diversification, financial literacy, and long-term investing, Wes brings both education and coaching to help you stay committed to your plan and avoid costly mistakes. If you’re ready for practical financial strategies, real-world clarity, and a coach who tells it like it is, this podcast is for you.
Talking Money, Clearly
The 401k Secret Wall Street Hopes You Never Find
Most people think a 401k limits them to a small list of mutual funds and target-date options — but that’s not the whole story. In this episode, I explain how a self-directed brokerage account (SDBA) can expand your 401k investment options, give you greater flexibility, and put more control in your hands. You’ll learn what an SDBA is, why less than 5% of employees use it, and how it can become a powerful tool for smarter retirement planning and long-term investing.
👉 Subscribe for clear, practical advice on investing, retirement, tax planning, and building lasting wealth.
Chapters🕓
00:00 - Scotland Golf Trip & Bucket List Courses
00:37 - The Feeling of Sonder Explained
01:39 - Why Sonder Can Be Terrifying (and Humbling)
02:17 - From Philosophy to Investing
03:07 - Social Media, Comparison, and the Highlight Reel Trap
04:51 - Chasing the Next Big Thing: Internet, Bitcoin, AI
06:06 - Why FOMO Investing Feels Like Gambling
07:01 - Your Story ≠ Their Story in Wealth Building
07:47 - Creating a Plan That’s Right for YOU
09:00 - Final Thoughts & How We Can Help You
📅 Book a call: https://go.oncehub.com/visitMC
For the most current information and financial news, subscribe to my FREE newsletter: http://talkingmoneyclearly.substack.com
