Retire Sooner with Wes Moss

Time and time again research has proven that healthy interpersonal relationships are the key to happiness. So why do so many people get relationships wrong?   Today’s episode covers the best tips for helping us connect more authentically and find more happiness, the core principles of strong human connection, and how to ask for help and support from others with guest, Carole Robin Ph. D., who was...

On today’s episode, we’ll discuss if old-line industries or stocks can ever win again, if anything outside of tech companies can win over the long term, if value stocks are really all that valuable, and if old stocks are even worth considering to get to your happy retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carrie Schwab-Pomerantz, CFP®, is the daughter of Charles Schwab and a leading advocate for financial literacy. She has devoted her career to helping men and women from all walks of life achieve financial security and also oversees Schwab’s corporate philanthropy and employee volunteer programs.   Wes and Carrie discuss a variety of important financial items to consider as you prepare for your hap...

 If inflation rears its ugly head like it did in the 1970’s we could see prices for everything that we care about and need go through the roof. How do you protect yourself if inflation is coming? Can you still retire sooner? Will you need to use more of your portfolio for basic necessities?  In today’s episode, we’re talking about the history of inflation, how the national debt and recent stimulus...

Today’s episode features international best-selling author, entrepreneur, single parent, speaker, and philanthropist Chris Gardner. Gardner’s autobiography, The Pursuit of HappYness became a New York Times #1 bestseller and is also the inspiration for the critically acclaimed film “The Pursuit of HappYness” for which Will Smith received the Golden Globe, Screen Actors Guild, and Academy Award nomi...

What will new, higher corporate taxes mean for retirees and the economy? No matter where you are on taxes, no one likes to think of them going higher. That’s why they’re important to talk about. Taxes are a large piece of our financial portfolios and the more we’re educating ourselves the easier it is to stay on the path to a happy retirement. In today’s episode, we discuss how to navigate the car...

Ed Slott is a nationally recognized IRA distribution specialist, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. This is the most interesting conversation we’ve ever had about taxes.  Wes and Ed discuss what exactly the new ‘retirement savings ti...

Wes talks about an unassuming force when it comes to investing - Stock Dividends. If there’s ever a concept in investing to remember, it’s this one. They don’t often make the flashy headlines, but the pursuit of dividends is perhaps worthy of a life’s work for any investor. Wes compares what you can get from stock dividends and bond interest based on a study done by his firm, Capital Investment Ad...

Gretchen Rubin is one of today’s most influential and thought-provoking observers of happiness and human nature. She’s known for her ability to distill and convey complex ideas with humor and clarity, in a way that’s accessible to a wide audience.  She’s the author of many books, including the blockbuster New York Times bestsellers The Four Tendencies, Better Than Before, and The Happiness Project...

Wes sits down with consumer advocate, radio and podcast host, and best-selling author, Clark Howard to discuss his childhood, interest and background in the financial world, his journey from a struggling college student to a happy retiree, how he got started in radio, TV, and now podcasting, and his single favorite piece of financial advice.  Clark’s passion for action and service and to share ‘pr...

Today we’re talking about one of the most important rules you can learn and understand as you plan for retirement. The 4% Rule is an indicator for retirees to determine how to utilize your savings for income in your post-career years. Recently, some exciting news broke in the financial world that may mean you could retire months or even years ahead of your current schedule. In this episode, Wes ex...

Today we are joined by Kat Cole, former President and COO of North America for Focus Brands which owns famous companies such as Auntie Anne’s Pretzels, Cinnabon, McAlister’s Deli, Moe’s Southwest Grill and more. Kat shares her life story growing up surrounded by poverty and with an alcoholic father. She also describes how her upbringing has defined her relationship with money and happiness.  In th...

David Bach is one of America's most trusted financial experts and a 10x New York Times best-selling author. In this episode of Retire Sooner, you will hear the fascinating and true story of David moving from his fast-paced life in New York City to the intoxicating "work to live" culture of Florence, Italy with his wife and two teenagers for what he termed a "radical sabbatical." Intending to stay...

We all want to be happy. Why wouldn’t we? As an Investment Advisor, I help people recognize and work towards achieving their financial goals. I love it. But today I want to zoom out to the big picture; to discuss what every single person wants from retirement: happiness. In the first episode of Retire Sooner, I talk a little about my upbringing and where my fascination with the relationship betwee...