Retire Sooner with Wes Moss

The Retire Sooner Podcast welcomes Clark Howard alongside Wes Moss and Christa DiBiase for a special episode focused on market history, long-term investing principles, and today’s most talked-about financial transitions. The conversation emphasizes context over commentary and highlights how investors often think through uncertainty, change, and market structure. • Highlight Clark Howard’s perspect...

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 co...

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 ho...

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...

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 conversion...

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 seek...

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 influencin...

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 retireme...

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: • Exp...

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 h...

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 c...

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 in...

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 consider...

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...

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 whet...

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 betwe...

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...

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 m...

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 econom...

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 com...

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 f...

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...

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 fi...

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 sav...

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 buildi...