Retire Sooner with Wes Moss

As humans, happiness is important to us all. There are numerous variables that dial into what generates this emotion, but does happiness mimic our growing age? Will we be as happy at 65 as we were at 25, or will we find ourselves even happier? Wes sits down with Professor of Psychology and Public Policy and the Director of the Stanford Center on Longevity, Laura Carstensen to discuss the correlati...

Wes Moss responds to listener questions and talks through the concept of yield at cost during this episode. He also provides examples of dividend growth, generating retirement income from your investment sources, and why it’s essential to have a plan and investment policy that aligns with your goals. Furthermore, Wes explains how modest yields can turn to significant yields, shares advice for youn...

Reaching retirement is one thing, but what happens when you bring aging into the equation? Though it’s a difficult conversation to have, both with aging parents and with yourself, preparing at an early age can make the transition into senior living appear less daunting. Senior Transition Specialist, Founder and President of Lianas Senior Transition Support, and Co-Host of Life Unrehearsed, Matt De...

Traveling is back in high gear post-pandemic. Airports are busy and postponed trips are finally taking place as the economy shifts back to normalcy. Though traveling comes with its dangers and uncertainties, it does lead to happiness before and during retirement. Even so, how does one pay for those travel expenses that contribute to a fulfilling life? In this episode, Wes Moss shares the benefits...

If you’re still searching for your core pursuit, this episode may be all the inspiration you need! Award-Winning Journalist, Yoga Therapist, and Fitness Expert, Carol Krucoff joins Wes Moss to examine the world of yoga and its many benefits for all ages. Carol shares her journey to finding yoga and her experiences with teaching to older groups. Additionally, she reveals the numerous varieties of t...

Airline tickets have increased, gasoline has skyrocketed, and even the price of milk has shot up. The entire world is on edge with even the smallest mention of inflation. With numbers through the roof, many are left financially perplexed. Though this inflationary period won’t last forever, it’s essential to protect your purchasing power. During this episode, Wes Moss shares what we can do to inves...

We all know tax season comes at the same time every year, yet many of us still show up unprepared. Little do we know our secret weapon is to proactively plan, not just for the present, but also for the future and that includes retirement. In this episode, Wes sits down with Financial Planner, Author, and Host of the Stay Wealthy Podcast, Taylor Schulte, CFP® to examine tax preparation. Taylor shar...

Market corrections and downturns are inevitable. Although this is something we can’t avoid, there’s power in utilizing the Dry Powder Principle to fully understand how and why investing in different asset classes can help you sail through difficult times from a psychological and financial planning perspective. During this episode, Wes Moss breaks down the Dry Powder Principle and stresses the impo...

Our world is built on speed. From our lives to the stock market, even retirement, we aim to tackle every task as quickly as possible; but when is it time to reduce speed and pump the brakes? While our first instinct is to hurry, as humans, we must remind ourselves that being slow is not about doing everything as fast as possible but as smart as possible. In this episode, Carl Honoré, Journalist, T...

We’ve all seen the headlines recently — #BidensWar, #StockMarketCrash, and so on. From a pandemic to a slower moving crisis, the current state of these geopolitical issues has led to market uncertainty and volatility. However, in this phase of world issues, we’ve found it best to analyze similar moments in history to help us understand what’s to come. During this episode, Wes references historical...

Is inherited wealth a powerful tool or a destructive one? Though inherited wealth sounds effortless, there is more to successfully transferring this wealth amongst generations. In this episode, Wes sits down with Estate Planning Attorney, CPA, and Author, David York, to discuss the particulars of inherited wealth and wealth transfer. David also shares the logistics of giving a TED talk and details...

Wes Moss returns as your host to tackle questions provided by members of the Retire Sooner Facebook Group in this episode. Wes provides insight on questions surrounding 401k’s, Roths, IRA’s, the 4% plus rule, investment portfolios, dry powder, and more! He also shares what he did during his time off, family updates, and plays a song that he wrote with his son. If you’re planning for retirement and...

After taking some time off, The Retire Sooner team is excited to announce that Wes Moss will return as your host starting February 28th!    In upcoming episodes, we will cover topics such as Bitcoin 101, bucket list places to visit, and we'll interview a retired Wall Street workaholic in his 80s and the best shape of his life. Wes will also be answering listener questions and covering new financia...

We encourage happy retirees to think of income as a river, not a reservoir, and advocate having multiple sources of income to generate financial stability during retirement. One common income stream among happy retirees is real estate investments. In this episode, we’re joined by Partner, Senior Investment Advisor, and Investment Committee Director, Tom Moore, CFP®, to cover the intricacies of rea...

Retirement planning is necessary for creating a successful life after work. However, life throws us curve balls that are sometimes out of our control and you need to have an additional plan in place when this happens. In this episode, we are joined by Dan Abramowitz, Regional Business Development Manager and Investment Advisor at Capital Investment Advisors' Tampa office location. Dan talks throug...

Investors can utilize technology to manage money faster, smarter, and easier; but how did we get here? Founder of Benjamin and Managing Partner at Capital Investment Advisors and Wela Strategies, Matt Reiner, CFP®, CFA joins this week’s episode to walk through the history and evolution of investments and technology. Matt explains the how to’s of diversifying your investment portfolio in the past a...

It’s a hot topic that has been on everyone’s mind lately — inflation. In this episode, Retire Sooner team member and Capital Investment Advisors Investment Committee Director, Ryan Ely, addresses what investors and retirees need to take into consideration. Ryan simplifies the consumer price index and touches on the deflationary shock causing an impact on the economy. He also reveals challenges tha...

We’re back after the holidays with Partner and Chief Investment Officer at Capital Investment Advisors, Robert Sanders. In this episode, Robert shares his predictions for the upcoming year and how these predictions will impact investors and retirees. Robert also discusses his three themes of 2022 and analyzes midterm election trends throughout the past. He shares predictions for the market within...

The Retire Sooner Team will be back next week to start the new year off with new episodes! In the meantime, listen to your favorite Retire Sooner episodes at wesmoss.com/podcast or your favorite podcast platform. Stay tuned for more episodes with tips on living a happy and fulfilling retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this podcast episode, Brynne Simms shares how to set expectations to seek and manage rental properties during retirement, along with sharing her journey to owning and managing her own rental property. She also provides examples of how retirees can utilize their finances to find happiness in retirement and describes traits and core pursuits that she sees within the happiest retirees. Brynne also...

This episode features Eddie Goepp, CFP®, Investment Advisor at Capital Investment Advisors. Eddie talks through the closed-end funds investment model and how implementing this strategy can enhance yields and bring balance to your portfolio. Eddie simplifies closed-end funds as a bucket that holds stock, funds, and real estate and explains why the current market can be attractive for retail investo...

In this week’s episode, Mallory Boggs is joined by Joel Dean, CFP®, an Investment Advisor at Capital Investment Advisors and a member of the Retire Sooner team to discuss ESGs, faith-based investing and investing in "sin stocks." Joel shares several investment stories and examples of sin stocks versus "values" investing. He also simplifies ESG investing (Sustainable Investing). Joel reveals how co...

In this episode, Mallory Boggs is joined by Mitch Reiner, CFP®, CIMA®, Managing Partner and Senior Investment Advisor at Capital Investment Advisors. Mitch shares his three pillars of life concept and how these pillars can help you focus on where to devote your time and attention before retirement. He also explains how he discovered his life’s focus, the importance of decision-making with prioriti...

In this podcast episode, Mallory Boggs sits down with a member of the Retire Sooner team and Investment Advisor at Capital Investment Advisors, Kristin Curcio. Kristin provides her tips, insights, and expertise regarding financial planning and how these plans impact your retirement. She also explains the importance of budgeting, how much money you should have in your emergency fund, and discusses...

In this first episode of season two of Retire Sooner, Mallory Boggs sits down with Robert Sanders from the Retire Sooner Team. Robert is a Partner and Chief Investment Officer at Capital Investment Advisors. Robert explains what it takes when deciding what you want to invest in. He also defines his role at Capital Investment Advisors (CIA), simplifies the macro level of investing, reveals the idea...