Retire Sooner with Wes Moss

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...

Think you know the rules of thumb for retirement and investing? Think again. On this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase examine common money myths and respond to listener questions that may reshape how you approach your financial future. What you'll explore in this episode: • Begin investing at any income level by seeing how access to markets has evolved. • Focus on...

Take the next step in your retirement planning. Tune in to the latest episode of the Retire Sooner Podcast with Wes Moss and Christa DiBiase, where you'll hear thoughtful, real-world insights designed to help you make informed financial decisions and pursue a more confident, purposeful retirement. • Explore ways to optimize Social Security benefits, including timing strategies, spousal considerati...

In this episode of the Retire Sooner podcast, Wes Moss and Christa DiBiase respond to listener questions and explore practical approaches to navigating retirement, investing, and financial planning. • Discover a common Roth IRA misstep that can lead to unexpected taxes in retirement and learn how to approach it with more clarity. • Explore the process of rolling over a Roth 401(k) into a Roth IRA...

In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase explore the role of dry powder assets in retirement planning and revisit “FOMO Freddie”—a cautionary character representing the risks of chasing investment trends without a long-term strategy. 🚀 They discuss why trend-chasing can be detrimental and how aligning with a consistent investment approach may help support long-te...

Dreaming about retiring early, but worried you’ll never have enough? On this episode of Retire Sooner with Wes Moss, Wes and Christa DiBiase break down powerful strategies and mindset shifts that could help folks retire sooner and happier, including: • Tap Your IRA Early—Penalty-Free: Learn how Rule 72(t) and SEPPs can sometimes unlock your IRA before many expect and how that might help customize...

Explore powerful, often-overlooked retirement tactics—like the Rule of 55 and the 62/70 Social Security strategy—and hear listener questions answered by Wes and Christa to help you build an effective, income-focused financial future. 🎯 • Are corporate earnings the #1 financial metric for long-term investors to track when making better investment decisions? • Learn how to evaluate earnings per sha...

Looking for retirement guidance and insights on navigating gold investments, market volatility, and the impact of AI on jobs? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase address essential topics and answer listener questions on financial planning, investment returns, and preparing for the future of work. • Gold as an Investment: Discuss the pros and cons of investing...

Wes and Christa delve into essential topics to help get you ready to retire sooner and happier, including: • Review the Wes Moss 10-point retirement readiness checklist. • Understand how to transition from saving to spending. It sounds simple, but there can be more to it than meets the eye. • Explore the emotional and strategic importance of spending in retirement: What are productive ways to prio...

Tackle Roth IRA strategies, dollar cost averaging, passive investing risks, strategic retirement withdrawals, and more. Whether you're planning early retirement or optimizing your current portfolio, Wes and Christa deliver actionable insights and answer listener questions, including: • Is Passive Investing Creating a Bubble? Are index funds inflating markets? Or do global diversification and ongoi...