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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

38:15

Clarifying Closed-End Funds with Eddie Goepp

Retire Sooner with Wes Moss ·

2021/12/13

This episode features Eddie Goepp, CFP®, Investment Advisor at Capital Investment Advisors. Eddie talks through the closed-end funds investment model and how implementing this strategy can enhance yields and bring balance to your portfolio. Eddie simplifies closed-end funds as a bucket that holds stock, funds, and real estate and explains why the current market can be attractive for retail investors. He also dives into the fluctuation of yields on closed-end funds, the power of debt, how his wife

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34:25

Understanding ESGs and Talking Faith-based Investing...

Retire Sooner with Wes Moss ·

2021/12/06

In this week’s episode, Mallory Boggs is joined by Joel Dean, CFP®, an Investment Advisor at Capital Investment Advisors and a member of the Retire Sooner team to discuss ESGs, faith-based investing and investing in "sin stocks." Joel shares several investment stories and examples of sin stocks versus "values" investing. He also simplifies ESG investing (Sustainable Investing). Joel reveals how companies implement sustainability in their operations to attract investors. He then gives listeners

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34:17

The Three Pillars of Life with Mitch Reiner

Retire Sooner with Wes Moss ·

2021/11/29

In this episode, Mallory Boggs is joined by Mitch Reiner, CFP®, CIMA®, Managing Partner and Senior Investment Advisor at Capital Investment Advisors. Mitch shares his three pillars of life concept and how these pillars can help you focus on where to devote your time and attention before retirement. He also explains how he discovered his life’s focus, the importance of decision-making with priorities in mind, his top priorities, the challenges of inserting himself in the community, and how he

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35:05

A Financial Planning Guide For Retirees with Kristin...

Retire Sooner with Wes Moss ·

2021/11/22

In this podcast episode, Mallory Boggs sits down with a member of the Retire Sooner team and Investment Advisor at Capital Investment Advisors, Kristin Curcio. Kristin provides her tips, insights, and expertise regarding financial planning and how these plans impact your retirement. She also explains the importance of budgeting, how much money you should have in your emergency fund, and discusses penalties for early withdrawals. Listen in to also hear tips and details around estate, will, and trust

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26:44

Polishing Your Investment Approach With Robert Sanders

Retire Sooner with Wes Moss ·

2021/11/15

In this first episode of season two of Retire Sooner, Mallory Boggs sits down with Robert Sanders from the Retire Sooner Team. Robert is a Partner and Chief Investment Officer at Capital Investment Advisors. Robert explains what it takes when deciding what you want to invest in. He also defines his role at Capital Investment Advisors (CIA), simplifies the macro level of investing, reveals the ideal goal for clients at CIA, talks through discovering companies to invest in, why style consistency is

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45:34

Why Happiness Is Not Necessarily The Best Goal with...

Retire Sooner with Wes Moss ·

2021/11/08

In this podcast episode, Wes is joined by Emily Esfahani Smith, she is the author of the book, ”The Power of Meaning”, and she delivered a TED talk called “There’s More to Life Than Being Happy”. Emily introduces her approach to finding meaning in life which she argues is more important than happiness. She suggests everyone examine and strengthen 4 pillars in their life: belonging, purpose, transcendence, and storytelling. She also shares how growing up in Sufism impacted her study of this

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2:49

A Retire Sooner Podcast Announcement

Retire Sooner with Wes Moss ·

2021/11/04

This podcast is an incredible labor of love from our team as we strive to help our listeners retire sooner. I'm so grateful to all of you for listening, and I’m excited for our next episode coming out on November 8th with Emily Esfahani Smith. Every day since the pandemic began, I have been on the air, coaching people through the economic roller coaster. During that time, I've also written and published a new book, and I've worked consistently to create the best content possible on this podcast, in

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43:57

Behind The Scenes Of The FIRE Movement, Gaining...

Retire Sooner with Wes Moss ·

2021/11/01

In this episode of Retire Sooner, Wes sits down with Financial Advisor turned Financial Coach, Freelance Writer, and young FIRE Advocate, Katie Oelker. Katie defines and explains what the FIRE movement is along with the varieties that come with it. She also shares her dramatic money story growing up, her retirement and investment goals, her journey as a financial advisor and financial coach, why it’s important to know about our parents' and childrens' finances, and reveals her core pursuits. Learn

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54:58

The Details Behind What The Happiest Retirees Know

Retire Sooner with Wes Moss ·

2021/10/28

During this episode, Wes shares details from his new book, What The Happiest Retirees Know: 10 Habits for a Healthy, Secure, and Joyful Life. He also explains how he collected his research and studies for the book, why he studies happy and unhappy retirees, and what we can learn from happy retirees. He gives additional insights into the habits of the happiest retirees, how to discover your core pursuits, and shares a personal story about a friend’s emotional struggle without work. Learn more about

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53:39

Exposing The Financial Challenges Of Military Service...

Retire Sooner with Wes Moss ·

2021/10/25

While many of us appreciate the call to duty for our nation’s military servicemen and servicewomen, we’re not often aware of the challenges they face financially. As they transition back to civilian life, many encounter challenges with saving, investing, and earning a living. In today’s podcast episode, Wes is joined by Lacey Langford, a former member of the U.S Air Force and Co-host of the Military Money Podcast. Lacey explains the difficulties that military service members face with finances as

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42:02

Your Top Retirement Questions Answered

Retire Sooner with Wes Moss ·

2021/10/21

In this episode of Retire Sooner, Wes replays questions from callers on his Money Matters radio show. From the questions asked he discusses how to set up a retirement plan, taking required minimum distributions, and the impact today's political environment has on the stock market. Disclosure: This is provided as a resource for informational purposes and is not to be viewed as investment advice or recommendations. This information is being presented without consideration of the investment objectives,

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52:04

Starting A Podcast, Writing A Book and Thoughts on...

Retire Sooner with Wes Moss ·

2021/10/18

During this episode, Wes sits down with Joe Saul-Sehy, Creator and Co-Host of the Stacking Benjamins podcast. Joe talks through selling his business and transitioning into a new career, his podcast journey and the process of writing his book. He also shares how children can help us learn life lessons, along with discussing the debate for hiring a financial advisor, his insight on income sources, and the pros and cons of retiring early. Learn more about your ad choices. Visit

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40:27

Income Investing: The Process, The Approach, and The...

Retire Sooner with Wes Moss ·

2021/10/14

If you take the proper steps, investing can be rewarding and valuable. However, if your only focus is growth, then you could be missing out on a large piece of the equation — income investing. In this podcast episode, Wes unveils the beneficial process of income investing. He also discusses the possibilities of inflation, the many ways to approach investing, the emotional side of investing your retirement money, why he admires income investing, a simple explanation of the income investment process,

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46:27

The Financial Rollercoaster Associated with Living...

Retire Sooner with Wes Moss ·

2021/10/11

Living in luxury comes at a price, and it’s important to be cautious with your finances to avoid unexpected ups and downs; especially living in areas like Los Angeles. In this podcast episode, Wes is joined by Bob Wheeler, Certified CPA, CORE Energetic practitioner, Inspirational Speaker, Author, and CFO of the world-famous Comedy Store in Los Angeles. Bob shares his comedic journey, the financial trends of comics, reveals the spending tendencies of his Los Angeles clients, what it’s like being an

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31:13

Rethinking Your Balanced Portfolio Allocation

Retire Sooner with Wes Moss ·

2021/10/07

In this podcast episode, Wes urges listeners to rethink investment percentages for their balanced portfolio. He discusses how the traditional 60/40 portfolio might need to be revisited based on interest rate predictions, the current interest rate environment, the purpose of bonds, and the power of income investing. Learn more about your ad choices. Visit megaphone.fm/adchoices

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40:57

How Traveling With Purpose Can Give Life A New...

Retire Sooner with Wes Moss ·

2021/10/04

Whether it’s for work or pleasure, traveling can be fun and exciting. However, have you ever thought about why you are traveling? During this podcast episode, Wes is joined by Joe Cortez, Editor and Chief of FlyerTalk.com, an online hub for up-to-date travel news and insight. Joe shares how discovering the purpose of your travel can change your outlook on the entire process. He also explains how he started his traveling career, debunks the perks and benefits of flyer status, reveals why determining

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27:21

Investing Mistakes To Avoid

Retire Sooner with Wes Moss ·

2021/09/30

In this podcast episode, Wes reveals common investing mistakes to avoid. He also talks through upcoming podcast episodes, explains his experience in the investment industry, discusses stock market trends, reveals the importance of timing for investors, and describes the connection between the percentage of trading days missed versus your rate of return. Learn more about your ad choices. Visit megaphone.fm/adchoices

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66:59

Selecting Your Ideal Retirement Location with Gilen...

Retire Sooner with Wes Moss ·

2021/09/27

If you could retire anywhere, where would it be? What are the main variables that would help you determine where to go? If you’re pursuing the answers to these questions, this podcast episode can help! This week Wes sits down with the duo, Gilen Chan and Gene Preudhomme, a couple in their fifties and hosts of the weekly podcast, Retire There. They discuss how to find the perfect retirement location, talk through their own podcast process, share retirement location stories from their podcast

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29:50

Five Reasons to Retire Sooner

Retire Sooner with Wes Moss ·

2021/09/23

In this podcast episode, Wes shares five reasons retirees are retiring as soon as they can. He also talks through catalysts for retiring, dives into the retirement transition, shares comments from listeners regarding their retirement, reveals financial checkpoints of happy retirees, and provides his advice and insight on retiring happy. Learn more about your ad choices. Visit megaphone.fm/adchoices

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73:14

Leaving Wealth To The Next Generation with Steve Goodman

Retire Sooner with Wes Moss ·

2021/09/20

Building generational wealth is important and can help to set your family and future family up for success. However, what planning is required when it comes to passing down that wealth to your children and their children? In this podcast episode, Wes sits down with Steven Goodman, Author of Business Succession Planning, to discuss leaving wealth to the next generation. Steven also shares the risks of passing down a family business, what to factor in as a parent with a family business, the pitfalls

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