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PODCAST

Retire Sooner with Wes Moss

Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an investment

business investing

All Episodes

43:59

From FOMO to Focused: Retirement Strategies for...

Retire Sooner with Wes Moss ·

2025/06/26

In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase explore the role of dry powder assets in retirement planning and revisit “FOMO Freddie”—a cautionary character representing the risks of chasing investment trends without a long-term strategy. 🚀They discuss why trend-chasing can be detrimental and how aligning with a consistent investment approach may help support long-term outcomes. You’ll hear comparisons of various investment styles—index, value, growth, momentum, and

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46:11

Keys to Early Retirement: Rule 72(t), New Research,...

Retire Sooner with Wes Moss ·

2025/06/19

Dreaming about retiring early, but worried you’ll never have enough? On this episode of Retire Sooner with Wes Moss, Wes and Christa DiBiase break down powerful strategies and mindset shifts that could help folks retire sooner and happier, including:• Tap Your IRA Early—Penalty-Free: Learn how Rule 72(t) and SEPPs can sometimes unlock your IRA before many expect and how that might help customize an early retirement plan. • Rule of 55 vs. Rule 72(t): Compare two powerful early withdrawal

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34:51

Are Earnings Everything? Plus More Strategies To...

Retire Sooner with Wes Moss ·

2025/06/12

Explore powerful, often-overlooked retirement tactics—like the Rule of 55 and the 62/70 Social Security strategy—and hear listener questions answered by Wes and Christa to help you build an effective, income-focused financial future. 🎯• Are corporate earnings the #1 financial metric for long-term investors to track when making better investment decisions? • Learn how to evaluate earnings per share (EPS) and earnings growth when investing in individual stocks or index funds. • Should retail

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42:08

From Gold to Growth: Long-Term Retirement Planning in...

Retire Sooner with Wes Moss ·

2025/06/05

Looking for retirement guidance and insights on navigating gold investments, market volatility, and the impact of AI on jobs? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase address essential topics and answer listener questions on financial planning, investment returns, and preparing for the future of work.• Gold as an Investment: Discuss the pros and cons of investing in gold, including historical performance and volatility. What’s an effective percentage to hold in a

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46:40

10 Essential Steps to Retire Sooner: Spending...

Retire Sooner with Wes Moss ·

2025/05/29

Wes and Christa delve into essential topics to help get you ready to retire sooner and happier, including:• Review the Wes Moss 10-point retirement readiness checklist. • Understand how to transition from saving to spending. It sounds simple, but there can be more to it than meets the eye. • Explore the emotional and strategic importance of spending in retirement: What are productive ways to prioritize? • Reassess your estate, insurance, and healthcare coverage before retirement—procrastination can

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39:08

Are You Too Passive? Rethinking Index Funds, Roth...

Retire Sooner with Wes Moss ·

2025/05/22

Tackle Roth IRA strategies, dollar cost averaging, passive investing risks, strategic retirement withdrawals, and more. Whether you're planning early retirement or optimizing your current portfolio, Wes and Christa deliver actionable insights and answer listener questions, including:• Is Passive Investing Creating a Bubble? Are index funds inflating markets? Or do global diversification and ongoing price discovery demonstrate otherwise? Is it a mistake to dismiss all active strategies? • Roth

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42:26

ETF or Index Fund? Retirement or Brokerage? Wes Moss...

Retire Sooner with Wes Moss ·

2025/05/15

Wes and Christa compare ETFs vs. index funds and retirement accounts vs. brokerage accounts. Unlock financial clarity and early retirement strategies with this jam-packed episode of dynamic discussion and listener questions, covering topics such as:• The importance of staying invested during market volatility, using a recent market upswing as an example of patience leading to productive results. • The aforementioned differences between ETFs, index funds, and even mutual funds. Discover which ones

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44:57

Should You Still Buy a Home? + 5 Financial Planning...

Retire Sooner with Wes Moss ·

2025/05/08

Is owning a home still a good investment? What are the 5 most important topics to cover when meeting with someone for financial guidance? Wes and Christa cut through the noise to explore these issues and answer listener questions, including:• Explore the pros and cons of that homeownership question, housing as a long-term investment, and why it still matters. Learn why housing may serve as forced savings, inflation protection, and a path to mortgage-free retirement. • Analyze the impact of

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40:17

Fear, the VIX, And The Bungee Market Of 2025: Why...

Retire Sooner with Wes Moss ·

2025/05/01

Explore ways fear can sometimes subside in financial markets. Examine how missing the worst days, not just the best ones, can lead to less productive gains over time.Wes and Christa analyze: • Why 2025’s market feels more like a “bungee cord” than a rollercoaster. • How to use the VIX (fear index) to gauge investor sentiment—and what it could mean for your investments. • What historical spikes in fear (dot-com crash, 9/11, the 2008 financial crisis, COVID-19, inflation shock) might teach us

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38:18

Bear Market Retirement Guide: Investment Strategies,...

Retire Sooner with Wes Moss ·

2025/04/24

Make informed decisions about your retirement plans, even in a bear market. Learn whether to cancel your vacation plans due to stock market concerns and discover how to manage your investments effectively.Explore strategies like layering for early retirement and understand the implications of drawing down your TSP defined contribution plan. Examine rebalancing your taxable brokerage account, including ETFs and mutual funds, and learn the rules for rebalancing your Roth IRA. Fine-tune your Roth

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42:12

Don't Miss The Market Rebound: Invest Through Tariff...

Retire Sooner with Wes Moss ·

2025/04/17

Explore the latest developments in the tariff tumult, including how a lack of clarity may have led to both market meltdowns and a melt-ups: a rollercoaster of highs and lows. Learn the key takeaways from a complicated situation and discover how to potentially navigate your path to financial independence in retirement.Headlines are temporary, but your financial plan shouldn't be. Analyze the essential balance of diverse portfolios and dry powder. Accept that investing comes with the risk of down

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44:49

Retire with Confidence: Tackle Inflation, Family...

Retire Sooner with Wes Moss ·

2025/04/11

Max out your financial insight with real-world retirement strategies and listener Q&A. Learn how to respond to shifting interest rates and weigh the pros and cons of working part-time during retirement. Explore ways to manage Required Minimum Distributions (RMDs), understand Social Security’s 35-year formula, and decide when to tap into pensions.Get strategic about funding early retirement for your parents with trusts, tax-smart giving, and family financial planning—plus, a warning on why

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40:51

Maximize Your Retirement: 4% vs. 5% Withdrawal Rate,...

Retire Sooner with Wes Moss ·

2025/04/03

Take control of your financial future. Learn how to determine the withdrawal rate for your retirement. Should you stick to the classic 4% rule, or is a 5% withdrawal rate possible? Hear why flexibility is key and how different spending approaches can impact your long-term security. Discover the impact of inflation, the pursuit of optimizing Social Security, and how a surprisingly small number of stocks make up about 50% of the S&P 500’s total value. Is it possible to time the market, or is

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37:06

Supercharge Your Retirement Savings and Outsmart Risk...

Retire Sooner with Wes Moss ·

2025/03/27

Unlock secrets to increase the probability of saving more for retirement, managing risk, and making more efficient financial moves. Learn how a simple mindset shift could potentially lead to a 14% increase in savings, why your risk tolerance evolves over time, and how to structure your investments for a more secure future. Explore strategies for dry powder reserves, Roth vs. traditional 403(b) contributions, and pension buyout decisions. Get helpful insights on dividend stocks, cybersecurity for

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44:28

American Army of Productivity: How to Overcome Tariff...

Retire Sooner with Wes Moss ·

2025/03/20

Learn how to optimize your retirement planning by utilizing essential financial tools. Discover strategies for leveraging a COLA-adjusted pension, navigating 403(b) withdrawals while contributing to a Roth IRA, and minimizing taxes. Explore rolling I bonds into a 529 plan without triggering taxable events.Analyze switching funds while managing a 401(k) or how Fidelity’s BrokerageLink might provide low-fee options without incurring taxes or penalties. Understand how to make the most of your

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35:58

Retire Sooner, Retire Smarter: 6 Costly Mistakes to...

Retire Sooner with Wes Moss ·

2025/03/13

Dive into the six biggest mistakes early retirees often make—and how to avoid them. Are you financially prepared to retire sooner than 67? See why a phased retirement strategy can be a game-changer, learn how to secure multiple streams of income, and examine why location matters when it comes to staying close to family. Tackle the real cost of healthcare, the Social Security timing trap, and the risks of over-supporting adult children at the expense of your own future. Packed with insights and

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39:13

10 Habits of the Happiest Retirees: Smart Money Moves...

Retire Sooner with Wes Moss ·

2025/03/06

Break down the five financial habits of the happiest retirees—including how much money you really need, the power of multiple income streams, and why paying off your mortgage faster might boost happiness. Learn how rational optimism can fuel effective investing and how the 4% Plus Rule of thumb can typically keep you from running out of money. Then, discover the five lifestyle habits that make retirement fulfilling, from core pursuits (hobbies on steroids!) to the importance of independent kids,

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37:51

How Much Do You Need To Retire? Break It Down And...

Retire Sooner with Wes Moss ·

2025/02/27

Tackle the million-dollar retirement question: How much is enough? Use Wes’s "Fill the Gap" (FTG) method to simplify retirement math—subtract guaranteed income like Social Security from your monthly spending goal and multiply the shortfall by 25 to calculate target savings. Explore other early retirement strategies, including the debate about lump sum buyouts vs. pensions, and weigh real estate against dividend-yielding ETFs for passive income. Finally, join Wes and Christa for a candid discussion

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39:12

Millionaire Mindset Unlocked: Hard Work, Thoughtful...

Retire Sooner with Wes Moss ·

2025/02/20

Probe America’s "mini-millionaires"—how they earn, invest, and build wealth through hard work, not luck. Dive into the potential for owning stocks and buying a home with a focus on financial independence, not flash.Wes and Christa take listener questions to tackle substantial inheritance management, debate bonds vs. money markets for long-term gains, examine Robo-advisors hoarding cash, and the idea of doubling down on security to thwart hackers. Wes wraps with John Bogle’s playbook: invest rather

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39:36

Lump Sum Or Pension? Crack the 6% Code + Market Highs...

Retire Sooner with Wes Moss ·

2025/02/13

Should you take a lump sum or pension payout? Use the 6% Test to help you decide. With markets hitting record highs, is it the right time to invest, or should you wait? History suggests some clues that retirement planning should not be left to chance. Wes Moss and Christa DiBiase provide crucial context by answering listener questions about 401(k) target date funds, beta vs. volatility, selling a business for retirement, mega backdoor Roth IRAs, and inherited IRAs.Learn more about your ad choices

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281 results

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