x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

57:09

The Correlation Between Aging and Happiness with...

Retire Sooner with Wes Moss ·

2022/04/07

As humans, happiness is important to us all. There are numerous variables that dial into what generates this emotion, but does happiness mimic our growing age? Will we be as happy at 65 as we were at 25, or will we find ourselves even happier? Wes sits down with Professor of Psychology and Public Policy and the Director of the Stanford Center on Longevity, Laura Carstensen to discuss the correlation between aging and happiness. In the episode, Laura describes the U-shape of happiness, takes us

en

60:11

Answering Listener Questions And Understanding Yield...

Retire Sooner with Wes Moss ·

2022/04/04

Wes Moss responds to listener questions and talks through the concept of yield at cost during this episode. He also provides examples of dividend growth, generating retirement income from your investment sources, and why it’s essential to have a plan and investment policy that aligns with your goals. Furthermore, Wes explains how modest yields can turn to significant yields, shares advice for young investors, and discusses the inverted yield curve along with what it means for the economy. Learn more

en

56:34

Planning For The Second Half of Retirement and Senior...

Retire Sooner with Wes Moss ·

2022/03/31

Reaching retirement is one thing, but what happens when you bring aging into the equation? Though it’s a difficult conversation to have, both with aging parents and with yourself, preparing at an early age can make the transition into senior living appear less daunting. Senior Transition Specialist, Founder and President of Lianas Senior Transition Support, and Co-Host of Life Unrehearsed, Matt Del Vecchio sits down with Wes Moss to discuss the importance of preparing for the second half of

en

46:20

Traveling In Retirement and Creating Cash Flow From...

Retire Sooner with Wes Moss ·

2022/03/28

Traveling is back in high gear post-pandemic. Airports are busy and postponed trips are finally taking place as the economy shifts back to normalcy. Though traveling comes with its dangers and uncertainties, it does lead to happiness before and during retirement. Even so, how does one pay for those travel expenses that contribute to a fulfilling life? In this episode, Wes Moss shares the benefits of traveling in retirement and how to create a cash flow from dividend investing that could supplement

en

51:38

The Benefits of Yoga Beyond the Mat with Carol Krucoff

Retire Sooner with Wes Moss ·

2022/03/24

If you’re still searching for your core pursuit, this episode may be all the inspiration you need! Award-Winning Journalist, Yoga Therapist, and Fitness Expert, Carol Krucoff joins Wes Moss to examine the world of yoga and its many benefits for all ages. Carol shares her journey to finding yoga and her experiences with teaching to older groups. Additionally, she reveals the numerous varieties of the practice and its benefits for the human body and mind, along with the risks that come with performing

en

33:14

Positioning Your Investment Portfolio for Inflation

Retire Sooner with Wes Moss ·

2022/03/21

Airline tickets have increased, gasoline has skyrocketed, and even the price of milk has shot up. The entire world is on edge with even the smallest mention of inflation. With numbers through the roof, many are left financially perplexed. Though this inflationary period won’t last forever, it’s essential to protect your purchasing power. During this episode, Wes Moss shares what we can do to invest in an inflationary environment. He also reveals the root cause of inflation while analyzing historic

en

42:30

A Guide to Proactive Tax Planning with Taylor Schulte

Retire Sooner with Wes Moss ·

2022/03/17

We all know tax season comes at the same time every year, yet many of us still show up unprepared. Little do we know our secret weapon is to proactively plan, not just for the present, but also for the future and that includes retirement. In this episode, Wes sits down with Financial Planner, Author, and Host of the Stay Wealthy Podcast, Taylor Schulte, CFP® to examine tax preparation. Taylor shares details about his podcast show, opening his fee-only financial planning firm, and why he

en

32:07

Breaking Down The Dry Powder Principle

Retire Sooner with Wes Moss ·

2022/03/14

Market corrections and downturns are inevitable. Although this is something we can’t avoid, there’s power in utilizing the Dry Powder Principle to fully understand how and why investing in different asset classes can help you sail through difficult times from a psychological and financial planning perspective. During this episode, Wes Moss breaks down the Dry Powder Principle and stresses the importance of calculating your dry powder to prepare for inescapable market corrections. He also explains

en

50:08

The Art of Slowing Down Your Life with Carl Honoré

Retire Sooner with Wes Moss ·

2022/03/10

Our world is built on speed. From our lives to the stock market, even retirement, we aim to tackle every task as quickly as possible; but when is it time to reduce speed and pump the brakes? While our first instinct is to hurry, as humans, we must remind ourselves that being slow is not about doing everything as fast as possible but as smart as possible. In this episode, Carl Honoré, Journalist, TED Speaker, and Author of “In Praise of Slow,” joins Wes Moss to talk through the “slow movement” and

en

29:06

Russia Vs. Ukraine Vs. Your Retirement

Retire Sooner with Wes Moss ·

2022/03/07

We’ve all seen the headlines recently — #BidensWar, #StockMarketCrash, and so on. From a pandemic to a slower moving crisis, the current state of these geopolitical issues has led to market uncertainty and volatility. However, in this phase of world issues, we’ve found it best to analyze similar moments in history to help us understand what’s to come. During this episode, Wes references historical corollaries to help listeners grasp what the future holds for the market. Wes also simplifies the

en

51:01

The Realities of Inherited Wealth and The Importance...

Retire Sooner with Wes Moss ·

2022/03/03

Is inherited wealth a powerful tool or a destructive one? Though inherited wealth sounds effortless, there is more to successfully transferring this wealth amongst generations. In this episode, Wes sits down with Estate Planning Attorney, CPA, and Author, David York, to discuss the particulars of inherited wealth and wealth transfer. David also shares the logistics of giving a TED talk and details from his book, “Entrusted.” Additionally, David reveals the common habits of families who have

en

47:03

Retire Sooner Listeners Q&A with Wes Moss

Retire Sooner with Wes Moss ·

2022/02/28

Wes Moss returns as your host to tackle questions provided by members of the Retire Sooner Facebook Group in this episode. Wes provides insight on questions surrounding 401k’s, Roths, IRA’s, the 4% plus rule, investment portfolios, dry powder, and more! He also shares what he did during his time off, family updates, and plays a song that he wrote with his son. If you’re planning for retirement and looking to have meaningful discussions then join our Retire Sooner Facebook

en

2:05

Wes Moss Returns With New Episodes To Help You Retire...

Retire Sooner with Wes Moss ·

2022/02/07

After taking some time off, The Retire Sooner team is excited to announce that Wes Moss will return as your host starting February 28th! In upcoming episodes, we will cover topics such as Bitcoin 101, bucket list places to visit, and we'll interview a retired Wall Street workaholic in his 80s and the best shape of his life. Wes will also be answering listener questions and covering new financial, investment, and economic topics to help you towards a happy retirement. You can expect new episodes

en

42:58

Real Estate Investing for Retirees: Where To Start,...

Retire Sooner with Wes Moss ·

2022/01/31

We encourage happy retirees to think of income as a river, not a reservoir, and advocate having multiple sources of income to generate financial stability during retirement. One common income stream among happy retirees is real estate investments. In this episode, we’re joined by Partner, Senior Investment Advisor, and Investment Committee Director, Tom Moore, CFP®, to cover the intricacies of real estate investing. Tom shares his real estate history, mindset, and experiences, as well as various

en

26:09

Why It’s Important to Have a Retirement Backup Plan...

Retire Sooner with Wes Moss ·

2022/01/24

Retirement planning is necessary for creating a successful life after work. However, life throws us curve balls that are sometimes out of our control and you need to have an additional plan in place when this happens. In this episode, we are joined by Dan Abramowitz, Regional Business Development Manager and Investment Advisor at Capital Investment Advisors' Tampa office location. Dan talks through retirement backup plans and how they can save you when unexpected circumstances occur. Dan also

en

51:12

The Evolution of Investing, Trading, and Technology...

Retire Sooner with Wes Moss ·

2022/01/17

Investors can utilize technology to manage money faster, smarter, and easier; but how did we get here? Founder of Benjamin and Managing Partner at Capital Investment Advisors and Wela Strategies, Matt Reiner, CFP®, CFA joins this week’s episode to walk through the history and evolution of investments and technology. Matt explains the how to’s of diversifying your investment portfolio in the past and paints a day in the life at the New York Stock Exchange. He also shares huge milestones in investment

en

30:49

The Impact of Inflation and What It Means for...

Retire Sooner with Wes Moss ·

2022/01/10

It’s a hot topic that has been on everyone’s mind lately — inflation. In this episode, Retire Sooner team member and Capital Investment Advisors Investment Committee Director, Ryan Ely, addresses what investors and retirees need to take into consideration. Ryan simplifies the consumer price index and touches on the deflationary shock causing an impact on the economy. He also reveals challenges that come with recovering the economy during inflation, describes the biggest areas of inflation and

en

25:21

New Year’s Predictions for Investors and Retirees...

Retire Sooner with Wes Moss ·

2022/01/03

We’re back after the holidays with Partner and Chief Investment Officer at Capital Investment Advisors, Robert Sanders. In this episode, Robert shares his predictions for the upcoming year and how these predictions will impact investors and retirees. Robert also discusses his three themes of 2022 and analyzes midterm election trends throughout the past. He shares predictions for the market within an inflationary environment, an ideal stocks versus bonds ratio during inflation, and the overall

en

0:49

New Podcasts Coming Soon

Retire Sooner with Wes Moss ·

2021/12/27

The Retire Sooner Team will be back next week to start the new year off with new episodes! In the meantime, listen to your favorite Retire Sooner episodes at wesmoss.com/podcast or your favorite podcast platform. Stay tuned for more episodes with tips on living a happy and fulfilling retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices

en

31:19

Short-term Rental Properties and Happy Retirements...

Retire Sooner with Wes Moss ·

2021/12/20

In this podcast episode, Brynne Simms shares how to set expectations to seek and manage rental properties during retirement, along with sharing her journey to owning and managing her own rental property. She also provides examples of how retirees can utilize their finances to find happiness in retirement and describes traits and core pursuits that she sees within the happiest retirees. Brynne also discusses her role as a Client Service Manager at Capital Investment Advisors and talks through what a

en

289 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...