Wes - The Catch-Up Investor
8.5K subscribers
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.
4 Things To Know If You're Retiring With A Pension (Do This 5 Years Prior)
Wes - The Catch-Up Investor · 91K views · 6 months ago
5 Reasons Gen X Should Retire Right Now (even if they Can NOT afford it)
Wes - The Catch-Up Investor · 3.4K views · 3 weeks ago
Single in Retirement? The Monthly Income That Actually Puts You Ahead
Wes - The Catch-Up Investor · 89 views · 10 hours ago
Why Everything in Retirement Changes If You Have a Pension - The 1 Fatal Flaw
Wes - The Catch-Up Investor · 30K views · 6 months ago
5 Years From Retirement? Here’s the Complete Planning Blueprint
Wes - The Catch-Up Investor · 5.9K views · 5 months ago
Watch This Video If You're An American Retiring With A Pension (The 'Golden Window' Myth)
Wes - The Catch-Up Investor · 10K views · 5 months ago
Net Worth & Income of Top 1%, 5%, 10%, and 25% of Retirees | The 2026 Liquidity Test
Wes - The Catch-Up Investor · 15K views · 6 months ago
Why People Get Richer After Retirement (The Hidden Math Most Retirees Miss)
Wes - The Catch-Up Investor · 96K views · 6 months ago
Why Smart Retirees Are Skipping Roth Conversions in 2026
Wes - The Catch-Up Investor · 1.6K views · 4 months ago
The Average Person ACTUALLY Retires With This Much (SHOCKING)
Wes - The Catch-Up Investor · 832 views · 7 months ago
If I Claimed Social Security Again, I’d Do This Instead (Before Age 65)
Wes - The Catch-Up Investor · 295K views · 6 months ago
Honest Advice To Anyone Working Past 59 — The $1,000/Month Problem Blocking Your Retirement
Wes - The Catch-Up Investor · 17K views · 6 months ago
Everything in Your IRA? How to Build a Brokerage Bucket Before RMDs
Wes - The Catch-Up Investor · 921 views · 2 weeks ago
When You Retire With $1M, Tell No One Except These 3 People. Here's Why...
Wes - The Catch-Up Investor · 979 views · 6 months ago
9 Signs You’re Doing Better Than Most Retirees After Age 60
Wes - The Catch-Up Investor · 6.6K views · 5 months ago
Have a Pension? Think About These Crucial Things Before Taking Social Security
Wes - The Catch-Up Investor · 5.8K views · 5 months ago
DON'T Do Roth Conversions - Do THIS Instead
Wes - The Catch-Up Investor · 1.5K views · 3 months ago
You Probably Don't Need a Roth IRA Yet
Wes - The Catch-Up Investor · 563 views · 1 month ago
90% of Americans Plan to Skip the No.1 Piece of Social Security Advice
Wes - The Catch-Up Investor · 4.5K views · 5 months ago
The Roth Mistake That Could Wreck Your Early Retirement Plan
Wes - The Catch-Up Investor · 171 views · 1 month ago