Wes - The Catch-Up Investor

Welcome to Wes – The Catch-Up Investor.

Practical retirement planning for Americans aged 55 to 65 — pensions, Social Security, Roth conversions, and retirement taxes explained without the jargon.

Wes Investor breaks down the real math behind the decisions that actually move your retirement: when to take a pension lump sum versus the monthly check, how to claim Social Security as a couple, how to run Roth conversions without triggering Medicare surcharges, and how to make your money last. No products, no funnels — just clear mechanisms and honest numbers from someone who has watched these choices play out in real life.

New videos every day for Gen X and pre-retirees who want the full picture before they decide.

Disclaimer: For educational purposes only. Not financial advice.