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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

35:29

Retirement Planning, Investing Trade-Offs, and...

Retire Sooner with Wes Moss ·

2026/01/08

Start the year with structured context around today’s most frequently discussed retirement planning questions on the Retire Sooner Podcast, hosted by Wes Moss and Christa DiBiase. This episode presents an educational review of real listener scenarios, placing retirement, investing, and planning topics within a long-term analytical framework.• Review current U.S. wealth statistics by discussing commonly cited data on net worth, retirement account balances, and generational financial

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35:29

Inside the Research: Happiness, Jobs Data, and...

Retire Sooner with Wes Moss ·

2026/01/01

What actually shapes life in retirement—your finances, your relationships, or both? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase walk through new research on happiness in retirement and unpack several financial and economic topics that often come up in retirement planning conversations.• Share findings from a 2025 Money and Happiness in America study that looks at how social connection is commonly linked to reported retirement satisfaction. • Talk through research

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46:40

Healthcare, Social Security, and Rate Cuts:...

Retire Sooner with Wes Moss ·

2025/12/25

Looking for clear context around today’s most talked-about retirement planning issues? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase present an educational discussion covering healthcare planning, retirement income considerations, Social Security decisions, and how current economic conditions are commonly framed in retirement conversations.• Review current healthcare enrollment periods, including Affordable Care Act considerations, and why coverage timing is often

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38:02

Roth Conversions and Withdrawal Frameworks:...

Retire Sooner with Wes Moss ·

2025/12/18

Looking for an educational overview of today’s most commonly searched retirement planning topics? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase provide context around retirement income planning, tax considerations, and widely referenced financial frameworks, helping listeners better understand how these concepts are typically discussed.• Review how Roth IRA conversions are generally evaluated and why converting an entire retirement account balance in a single tax year

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39:19

The Saver-to-Spender Shift: Behavioral Drivers of...

Retire Sooner with Wes Moss ·

2025/12/11

Gain a grounded, research-informed perspective on retirement planning in this episode of the Retire Sooner Podcast, where Wes Moss and Christa DiBiase examine the emotional, behavioral, and organizational factors that often influence how individuals approach life after work. This conversation highlights commonly referenced frameworks and planning considerations, offering context for listeners seeking to better understand the many moving parts of a thoughtful retirement process.• Explore the

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41:48

Your Guide to Today’s Highly Searched Retirement...

Retire Sooner with Wes Moss ·

2025/12/04

Stay informed about today’s highly-searched retirement and financial planning topics in this new episode of the Retire Sooner Podcast with Wes Moss and Christa DiBiase. Gain clear, accessible context on economic trends, retirement rules, portfolio structures, and planning conversations that are shaping long-term decision-making discussions.• Explore how the proposed 50-year mortgage is influencing conversations around affordability, home-equity timelines, and shifting real estate

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49:02

Retirement Catalysts: The Moments That Can Shift Your...

Retire Sooner with Wes Moss ·

2025/11/27

Are you prepared for the major life catalysts that may influence your retirement planning and long-term lifestyle? In this episode of the Retire Sooner Podcast, Wes Moss and Producer Mallory highlight key moments that can shape financial decisions, expectations, and overall well-being.• Explore how the “Retire Sooner Richter Scale” frames the relative influence of major life catalysts on retirement planning. • Recognize how family transitions—college milestones, caring for aging parents, or

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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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288 results

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