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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

41:12

Planning Clarity: Family Support, Tax Rules, and the...

Retire Sooner with Wes Moss ·

2025/11/20

Ready to explore the real questions shaping today’s retirement conversations? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase respond to listener scenarios on family financial decisions, workplace retirement plans, and the changing job landscape—offering context to help listeners better understand the factors involved in long-term planning.In this episode, you’ll: • Explore how non-monetary inheritance can influence family values, expectations, and financial

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38:00

Retirement Planning Insights: Housing Market,...

Retire Sooner with Wes Moss ·

2025/11/13

Ready to explore thoughtful, research-driven ways to help plan for financial confidence and fulfillment in retirement? In this episode of The Retire Sooner Podcast with Wes Moss and Christa DiBiase, the hosts unpack timely topics around housing trends, investment considerations, and purposeful living—helping listeners make informed, values-based decisions for their next chapter.• Review current housing market trends and how shifting buyer and seller dynamics may be influencing property values

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38:34

COLA Updates, AI, and Diversification: Mapping the...

Retire Sooner with Wes Moss ·

2025/11/06

Stay informed about the changing retirement landscape with hosts Wes Moss and Christa DiBiase as they unpack today’s relevant financial topics—from the growing influence of AI-related stocks to strategies for maintaining a well-balanced retirement plan. This episode of the Retire Sooner Podcast focuses on education, awareness, and practical insights to help you better understand the factors that can potentially shape your long-term financial journey.• Explore how AI-related stocks are influencing

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50:06

Clark Howard Joins Wes Moss to Discuss Market...

Retire Sooner with Wes Moss ·

2025/10/30

In this special episode of The Retire Sooner Podcast, Wes Moss speaks with nationally recognized consumer advocate Clark Howard about current topics shaping the financial and retirement landscape. Their conversation centers on how investors can think more clearly about markets, behavioral finance, and long-term planning in today’s changing economy.• Discuss how shifting economic conditions are influencing how Americans view retirement readiness. • Review market valuation trends and how historical

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36:52

How Private Equity, 401(k) Changes, and Emerging...

Retire Sooner with Wes Moss ·

2025/10/23

Ready to approach retirement with clarity and confidence? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase discuss how private equity, 401(k) plan developments, and evolving retirement planning trends are shaping today’s investing landscape—helping listeners stay informed and intentional about their long-term financial goals.• Explore how private equity is being considered for inclusion in 401(k) plans, what this potential change could mean for plan sponsors,

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46:19

From “Set” to “Settled”: Finding Confidence and Calm...

Retire Sooner with Wes Moss ·

2025/10/16

Join Wes Moss and Christa DiBiase on the Retire Sooner Podcast, where real-life financial questions meet clear, grounded discussions about retirement planning, investing, and financial wellbeing. This episode explores practical ways individuals can make informed decisions, manage uncertainty, and approach retirement with more clarity and confidence.• Review how the current bull market compares to past market cycles and what history may suggest about long-term investment behavior. • Reflect on the

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45:41

The American Dream Reset: Retirement Costs,...

Retire Sooner with Wes Moss ·

2025/10/09

Curious how today’s costs, inflation trends, and shifting expectations are shaping the American Dream? Join Wes Moss and Christa DiBiase on the Retire Sooner Podcast as they provide context on financial headlines, explore common planning questions, and share research-informed insights for your retirement journey.• Explore the discussion around what it may take to reach the American Dream and whether a $5 million lifetime target is a realistic benchmark. • Review how inflation has historically

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39:09

Retirement Planning Insights, TSP Education, and...

Retire Sooner with Wes Moss ·

2025/10/02

Explore practical retirement planning strategies and gain clarity on key financial decisions in this engaging episode of the Retire Sooner Podcast. Wes Moss and Christa DiBiase discuss common questions and considerations for savers and soon-to-be retirees, providing perspectives on investment options and long-term planning frameworks.• Discover how a focused 30-minute financial conversation between spouses about income, assets, and liabilities can reduce uncertainty and help families feel more

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39:04

Fed Actions, 72(t) Rules, and Investment Strategies:...

Retire Sooner with Wes Moss ·

2025/09/25

Gain a clear perspective on retirement planning in this episode of the Retire Sooner Podcast, hosted by Wes Moss and Christa DiBiase, where listener questions meet the latest financial planning insights. Discover practical considerations that can help inform decisions about your long-term financial strategy.• Examine how the Federal Reserve’s interest rate cut may influence mortgages, loans, and stock market activity. • Understand why homeowners may appear “locked in” to current mortgage rates

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38:14

5 Investing Pillars & Tax Tips for Retirement Planning

Retire Sooner with Wes Moss ·

2025/09/18

Gain clarity on investing and retirement planning with this engaging episode of the Retire Sooner Podcast, hosted by Wes Moss and Christa DiBiase. Whether you’re navigating strong markets or uncertainty, this conversation provides frameworks and explanations to help support your retirement planning.• Unpack five pillars of investing that may guide decision-making across both strong and volatile markets. • Clarify how capital gains tax rates work, including how some investors may stay in the 0%

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41:34

Maximize Retirement Income & Plan for Early Financial...

Retire Sooner with Wes Moss ·

2025/09/11

Curious how to manage your 401(k), Social Security, and retirement withdrawals in today’s market? On this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase break down practical strategies for navigating retirement planning, taxes, and investment decisions so you can make informed choices for your financial future.• Examine why a strong stock market may not reflect the real economy and what seems to be influencing current market movements. • Break down company stock in 401(k)s and

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46:34

Balancing Stability and Growth in Today’s Retirement...

Retire Sooner with Wes Moss ·

2025/09/04

Ready to explore new perspectives on retirement planning? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase examine money, markets, and financial strategies, highlighting ways thoughtful planning may help support financial confidence.· Review how stock dividends have historically compared with bond interest over the long term. · Explain total return as the combination of growth and income, and discuss how it relates to inflationand purchasing

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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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281 results

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