Retire Sooner with Wes Moss

In this special episode of the Retire Sooner Podcast, Wes Moss shares the story behind The Retire Sooner Method and explores the research on the financial and lifestyle habits associated with greater retirement satisfaction. • Discover five habits that research has associated with greater retirement satisfaction. • See how saving a little time today may create more flexibility in retirement. • Hea...

Retirement planning comes with plenty of questions, and this episode of the Retire Sooner Podcast is built around answering them. Join Wes Moss and Christa DiBiase as they tackle listener questions on retirement income, investing, 401(k)s, Roth IRAs, target-date funds, and career changes. • Compare the bucket strategy with other approaches to generating retirement income. • Learn how withdrawal gu...

Consumer advocate Clark Howard joins Wes Moss and Christa DiBiase for a special Retire Sooner Podcast episode packed with listener questions, thoughtful debate, and real-world financial scenarios. From retirement planning and investing to tax considerations and the pursuit of a more fulfilling retirement, this conversation explores a wide range of topics through the lens of everyday decisions. • E...

Is retirement just about accumulating assets, or is it also about creating the flexibility to spend your time in ways that matter most to you? Join Wes Moss and Christa DiBiase on this episode of the Retire Sooner Podcast as they explore retirement planning, investor behavior, and the financial decisions that may influence long-term outcomes. • Discover why building wealth and preserving wealth of...

What if a happier retirement has as much to do with how you spend your time as how you invest your money? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase explore the research behind retirement happiness, answer listener questions on retirement planning, and share how you can pre-order Wes’s new book, The Retire Sooner Method, and unlock exclusive bonuses! • Discover why...

Retirement planning doesn’t always follow a straight line, and this episode of the Retire Sooner Podcast tackles the pressing money decisions families are talking about. Join Wes Moss and guest host Mallory Boggs for a lively conversation about helping adult children buy homes, Roth conversions, Social Security timing, investing, taxes, and the lifestyle choices often associated with a happy retir...

Retirement rarely goes exactly according to plan—and this episode of the Retire Sooner Podcast tackles the real-life financial curveballs that may affect the timeline. Join Wes Moss and special guest host Mallory Boggs for a fast-moving conversation on early retirement, market volatility, taxes, rollover IRAs, annuities, direct indexing, and diversification strategies. • Explore why many Americans...

Retirement planning is about far more than picking investments, and this episode of the Retire Sooner Podcast shows just how many moving pieces may shape your financial life over time. Join Wes Moss and Christa DiBiase for a fast-moving conversation covering retirement income planning, tax strategy, dividend investing, market volatility, and the potential value of working with a fiduciary, fee-onl...

Clark Howard joins Wes Moss and Christa DiBiase for a fun, fast-moving Retire Sooner Podcast episode packed with conversations about retirement planning, Roth conversions, HSAs, taxes, investing, and the lifestyle choices that may help to shape financial life. From boats and horse racing to tax strategies and retirement income planning, this episode blends practical financial conversations with th...

Do headlines about AI, jobs, and markets feel overwhelming? Let this episode of the Retire Sooner Podcast help put things into perspective, using real data and relatable scenarios to connect today’s trends with everyday financial decisions. • Rethink college graduate unemployment and see how AI may be shaping hiring, with recent data pointing to more stability than disruption. • Put the U.S. job m...

Take a step back and get a clearer view of your retirement plan in this episode of the Retire Sooner Podcast with Wes Moss and Christa DiBiase. Enjoy a practical, easy-to-follow conversation that connects real data, real questions, and real-life planning: offering perspective to help guide decisions. • Explore why retirement confidence may be slipping, using insights from the Employee Benefit Rese...

On this episode of the Retire Sooner Podcast, step back and reassess your retirement plan as Wes Moss and Christa DiBiase examine what may drive retirement happiness. Connect financial independence, taxes, and today’s economic backdrop into a clearer long-term perspective. See how big decisions, from pensions to property taxes to market uncertainty, may fit together to help evaluate what matters m...

Rethink retirement, and how the financial and lifestyle choices of today may shape tomorrow. In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase bring real-world context to retirement planning, housing decisions, investment strategies, and tax considerations. • Discover how consistent saving and long-term investing have historically supported greater flexibility in retiremen...

If the financial headlines feel overwhelming, Wes Moss and Christa DiBiase help bring things back into focus. This episode of the Retire Sooner Podcast ties real listener questions to long-term investing principles, offering context to support more informed decision-making. • Examine why many Americans feel financially behind while weighing the risks often associated with higher-risk areas such as...

Reimagine what retirement could look like with Wes Moss and guest host Mallory Boggs, as they connect today’s biggest financial questions to real-life planning decisions. From new savings strategies to listener-driven scenarios, this episode of the Retire Sooner Podcast delivers timely context to help you think differently about your financial future. • Discover how “Trump Accounts,” seed funding,...

Special guest Clark Howard joins Wes Moss to co-host a standout episode of the Retire Sooner Podcast, exploring how market volatility, energy prices, and global events may intersect with retirement planning considerations. Evaluate how shifting economic forces, from inflation to Federal Reserve policy, may shape investment decisions and long-term financial positioning. • Explore how rising oil and...

Market volatility, inflation, and rapid technological change are shaping today’s financial landscape, while long-term planning remains an important consideration for many investors. In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase share general perspectives on investing, retirement planning, and workplace trends to help inform decision-making within a broader financial co...

Retirement planning questions often intersect with global markets, tax decisions, and long-term investing strategy. In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase examine listener questions while exploring how portfolio diversification, retirement readiness, and disciplined investing may help shape long-term financial planning. • Evaluate international vs. U.S. stocks w...

Retirement planning is often shaped by disciplined decisions, market realities, and investor behavior. In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase address timely retirement investing questions and frame them within a long-term, evidence-based approach designed to inform—not predict—financial outcomes. • Compare dollar-cost averaging versus lump-sum investing and eval...

Inflation, record market highs, early retirement dreams, and complex estate questions—retirement planning doesn’t happen in isolation. In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase translate timely headlines and listener scenarios into thoughtful, long-term financial planning considerations. • Assess how rising grocery and beef prices reflect inflation and evaluate way...

Retirement decisions don’t often happen in isolation—they’re shaped by markets, policy shifts, career trends, and personal trade-offs. In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase translate timely financial headlines into practical retirement planning considerations. • Assess cash-flow strategies for small business owners, including how Roth IRA contribution rules may...

Inflation is back in focus—and it’s reshaping how many people think about retirement decisions. In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase answer listener questions while providing clear context around markets, portfolios, and long-term planning trade-offs. • Explore how inflation cycles have historically resurfaced and how price shocks may influence spending and wa...

Concerned about retirement planning in a market full of uncertainty and noise? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase bring practical context to today’s financial headlines and common retirement questions. • Analyze movements in gold prices and the U.S. dollar to clarify what currency shifts may indicate for markets and everyday economic conversations. • Explain...

Is the American middle class actually shrinking, or evolving? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase offer educational context on widely discussed economic, investing, and retirement planning topics shaping today’s financial conversations. Listen as long-term data, market history, and household-level considerations are used to frame—not forecast—how these issues...

Gain clear, educational context on today’s investing and retirement planning topics with the Retire Sooner Podcast, hosted by Wes Moss and Christa DiBiase. This episode places market trends, investor behavior, and retirement account considerations into long-term perspective using historical data and widely referenced research. In this episode, you’ll hear discussions that: • Define the differences...