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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

30:26

Corporate Taxes - What They Mean to You

Retire Sooner with Wes Moss ·

2021/04/29

What will new, higher corporate taxes mean for retirees and the economy? No matter where you are on taxes, no one likes to think of them going higher. That’s why they’re important to talk about. Taxes are a large piece of our financial portfolios and the more we’re educating ourselves the easier it is to stay on the path to a happy retirement. In today’s episode, we discuss how to navigate the cards we’re dealt with when it comes to corporate taxes. Learn more about your ad choices. Visit

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45:06

IRAs , Taxes, and Retirement Savings with Ed Slott

Retire Sooner with Wes Moss ·

2021/04/26

Ed Slott is a nationally recognized IRA distribution specialist, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. This is the most interesting conversation we’ve ever had about taxes. Wes and Ed discuss what exactly the new ‘retirement savings time bomb’ is and how big of a threat it is to retirement savers, understanding Roth IRAs vs. IRAs, the

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36:38

The Power of Rising Stock Dividends

Retire Sooner with Wes Moss ·

2021/04/22

Wes talks about an unassuming force when it comes to investing - Stock Dividends. If there’s ever a concept in investing to remember, it’s this one. They don’t often make the flashy headlines, but the pursuit of dividends is perhaps worthy of a life’s work for any investor. Wes compares what you can get from stock dividends and bond interest based on a study done by his firm, Capital Investment Advisors. There are many ways to invest, but the focus at Retire Sooner is to help you understand your

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48:55

Gretchen Rubin on Money and Happiness

Retire Sooner with Wes Moss ·

2021/04/19

Gretchen Rubin is one of today’s most influential and thought-provoking observers of happiness and human nature. She’s known for her ability to distill and convey complex ideas with humor and clarity, in a way that’s accessible to a wide audience. She’s the author of many books, including the blockbuster New York Times bestsellers The Four Tendencies, Better Than Before, and The Happiness Project. She has an enormous readership, both in print and online, and her books have sold over 3.5 million

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47:44

Clark Howard on Saving More and Retiring Early

Retire Sooner with Wes Moss ·

2021/04/15

Wes sits down with consumer advocate, radio and podcast host, and best-selling author, Clark Howard to discuss his childhood, interest and background in the financial world, his journey from a struggling college student to a happy retiree, how he got started in radio, TV, and now podcasting, and his single favorite piece of financial advice. Clark’s passion for action and service and to share ‘practical ways to save more, spend less and avoid getting ripped off’ shines through the work he does for

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31:05

The 4 Percent Rule of Thumb for Happy Retirees

Retire Sooner with Wes Moss ·

2021/04/12

Today we’re talking about one of the most important rules you can learn and understand as you plan for retirement. The 4% Rule is an indicator for retirees to determine how to utilize your savings for income in your post-career years. Recently, some exciting news broke in the financial world that may mean you could retire months or even years ahead of your current schedule. In this episode, Wes explains how it works, discusses the controversy the rule has faced over the years, the exciting new

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43:15

Kat Cole on Grit and Controlling Your Income

Retire Sooner with Wes Moss ·

2021/04/08

Today we are joined by Kat Cole, former President and COO of North America for Focus Brands which owns famous companies such as Auntie Anne’s Pretzels, Cinnabon, McAlister’s Deli, Moe’s Southwest Grill and more. Kat shares her life story growing up surrounded by poverty and with an alcoholic father. She also describes how her upbringing has defined her relationship with money and happiness. In this episode, Kat breaks down the valuable financial and business lessons she learned working in the

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54:56

David Bach on Moving Overseas

Retire Sooner with Wes Moss ·

2021/04/05

David Bach is one of America's most trusted financial experts and a 10x New York Times best-selling author. In this episode of Retire Sooner, you will hear the fascinating and true story of David moving from his fast-paced life in New York City to the intoxicating "work to live" culture of Florence, Italy with his wife and two teenagers for what he termed a "radical sabbatical." Intending to stay for just 9 months, David has now been living in Florence for over two years, with plans to stay

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49:23

The 5 Secrets of The Happiest Retirees

Retire Sooner with Wes Moss ·

2021/04/02

We all want to be happy. Why wouldn’t we? As an Investment Advisor, I help people recognize and work towards achieving their financial goals. I love it. But today I want to zoom out to the big picture; to discuss what every single person wants from retirement: happiness. In the first episode of Retire Sooner, I talk a little about my upbringing and where my fascination with the relationship between money and happiness began. Then I dig into my research on the five secrets of the happiest

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