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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

41:34

Social Security, Taxes, REITs, and More: Exploring...

Retire Sooner with Wes Moss ·

2025/08/28

Discover how money choices today can influence your financial confidence and retirement happiness in this engaging episode of the Retire Sooner Podcast with Wes Moss and Christa DiBiase. Gain perspective on retirement planning strategies, Social Security rules, tax considerations, and investing trends that could shape your financial journey.• Examine how large IRA withdrawals—such as those used for home renovations—can affect Medicare premiums, and consider strategies to help manage taxable

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37:31

From Asset Allocation to Market Trends: Tools for...

Retire Sooner with Wes Moss ·

2025/08/21

Get ready to rethink retirement with Wes Moss and Christa DiBiase as they examine the realities of investing, financial security, and planning for a fulfilling future. This episode of the Retire Sooner Podcast delivers actionable insights, practical frameworks, and real-world examples to inform your retirement planning decisions.Hear a retirement story illustrating how asset allocation strategies can change over longer time horizons. Explore how retirees might evaluate investment choices

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48:55

Balanced Investing, Roth Conversions & Estate...

Retire Sooner with Wes Moss ·

2025/08/14

Tired of sifting through retirement noise and myths? On this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase unpack practical strategies and honest conversations to help you navigate your retirement journey with confidence—wherever you may stand today.• Question what "Is the 60/40 Dead?" means for balanced investing and consider how classic stock/bond allocations might still fit modern portfolios. • Analyze the evolution of balanced portfolios and prioritize flexibility and

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43:59

Retirement Catch-Up Strategies, Social Security...

Retire Sooner with Wes Moss ·

2025/08/07

Kickstart your journey to a happier, earlier retirement with this high-energy episode of the Retire Sooner Podcast, where Wes Moss and Christa DiBiase tackle real listener questions and spotlight flexible strategies that could help you build a more confident retirement plan. Whether you're in your 40s, 50s, or beyond, get motivated to consider meaningful actions—starting now.• Jump-start your savings approach in your 40s and 50s, even if you're just beginning to focus on retirement. • Unlock the

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36:02

Are You Richer Than You Think? Retirement Benchmarks...

Retire Sooner with Wes Moss ·

2025/07/31

Think you might be richer than you realize? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase examine realistic benchmarks and practical frameworks for retirement planning.• Define what the “rich ratio” means and consider how it may reframe your retirement outlook. • Compare your savings habits to U.S. medians to understand the broader landscape. • Acknowledge that building wealth typically occurs over long periods and that consistency can be meaningful. • Discuss

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46:32

What If Everything You Knew About Retirement Was Wrong?

Retire Sooner with Wes Moss ·

2025/07/24

Think you know the rules of thumb for retirement and investing? Think again. On this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase examine common money myths and respond to listener questions that may reshape how you approach your financial future.What you'll explore in this episode: • Begin investing at any income level by seeing how access to markets has evolved. • Focus on long-term participation instead of trying to perfectly time the market. • Revisit the role of cash

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44:52

What Every Retiree Needs to Know About Social...

Retire Sooner with Wes Moss ·

2025/07/17

Take the next step in your retirement planning.Tune in to the latest episode of the Retire Sooner Podcast with Wes Moss and Christa DiBiase, where you'll hear thoughtful, real-world insights designed to help you make informed financial decisions and pursue a more confident, purposeful retirement. • Explore ways to optimize Social Security benefits, including timing strategies, spousal considerations, and personalized withdrawal approaches. • Understand common sources of retirement anxiety, even

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40:16

Roth Rules, Pension Puzzles, and Real Retirement...

Retire Sooner with Wes Moss ·

2025/07/10

In this episode of the Retire Sooner podcast, Wes Moss and Christa DiBiase respond to listener questions and explore practical approaches to navigating retirement, investing, and financial planning.• Discover a common Roth IRA misstep that can lead to unexpected taxes in retirement and learn how to approach it with more clarity. • Explore the process of rolling over a Roth 401(k) into a Roth IRA and how the five-year rule of thumb might impact your withdrawal timeline. • Hear real-world

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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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289 results

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