Retire Sooner with Wes Moss

Is your new year resolution to retire a little sooner? If so, this episode might be for you. In today's episode, Wes Moss and Retire Sooner podcast producer Mallory Boggs discuss their personal financial resolutions for 2023, Wes's favorite financial advice from 2022, what investors may expect from the markets this year, and why now is the time to reassess your retirement goals. Wes shares his tho...

If you live in a great home, why move out of it into a lesser one? Currently working on her eleventh flip, Mindy Jensen is a mom, works her day job at biggerpockets.com, and has bought and sold houses live-and-flip style for over two decades. In this episode, Mindy discusses the process of moving into an ugly house and turning it into a beautiful one through do-it-yourself construction and eye-gra...

Is money really the greatest need for retirement, or is there something more important to start with that we should all consider? In this episode, Wes is joined by popular newspaper columnist, award-winning college professor, and bestselling author Mike Bellah. Mike makes us think twice about our greatest needs for retirement as he shares his personal experiences with core pursuits that drive this...

Tune in to this episode as Wes Moss uncovers why demographics play an impactful role in shaping your retirement destiny along with his review of population history and statistics of multiple countries. He walks through recent financial headlines and news, reveals what would happen if everyone bought stocks and never sold them, dives into market liquidity, and what adds up to more longevity. Additi...

What happens when you introduce humor into a serious conversation surrounding finances? You’ll have to listen to find out! In this episode, Wes is joined by financial all-stars and old friends; Emily Guy Birken, author, money coach, and retirement connoisseur and Joe Saul-Sehy, former financial advisor, author, and co-host of the Stacking Benjamins and Money With Friends podcasts to talk finance w...

Once a financial foundation is built, it’s time for the most important part of the retirement equation; discovering your core pursuits. Whether you have a dozen hobbies on steroids that you’d like to tackle or you’ve been indecisive due to a busy work schedule, this is the episode for you! Listen as Wes Moss reveals why it’s never too late to find your core pursuits, tips for pinpointing what you...

Is your relationship with money holding you back from finding financial success? Many of us have a rocky relationship with money, but if we looked at our capital from a different perspective this could possibly change our outlook and relationship with money. To aid us in improving our connection with our funds and uncover the trick we need to change our relationship with money, Wes sits down with...

Humans encounter numerous fears throughout their lifetime. Some of those fears include public speaking, being locked in an unknown space, and even the fear of spiders. However, there’s another fear that consumes many, and that’s outliving our money. At the end of the day it doesn’t matter where you are financially in your life, the panic of running out of funds can often surface, especially for ea...

Financial literacy is the blueprint to building financial success for the younger generation. In general, that could lead to earning your children early financial independence and increased happiness in retirement. To help us learn more about educating the rising generation regarding their finances, we called on Dan Sheeks, Owner and Founder Of Sheeks Freaks LLC, author, high school business/marke...

Although numerous habits make up the structure of a happy retiree, financial habits play a large part in creating the fulfilling retirement you’ve always dreamed of and being able to fund your additional interests. In this episode, Wes breaks down the five financial secrets of the happiest retirees based on research from his latest book, What The Happiest Retirees Know, and reveals how these patte...

A sense of belonging, support, and accountability; these benefits come with joining a community. In this episode of Retire Sooner, Wes sits down with Jan Cullinane, award-winning and best-selling author, speaker, and consultant to discuss just how important communities are. Jan described what questions you can ask yourself regarding where you are in life. She also shares the five P’s for starting...

Tune in as Wes Moss discusses the investment math, data, and history that could make a major difference in your early retirement plans. Listen as Wes walks through the history of market recovery, what happens when you miss a handful of market up days as an investor, and the importance of participation over perfection when it comes to sticking it out in the market. He also shares how challenging an...

What's the secret to unlocking your best life yet? Finding your purpose. To aid us in doing so, we sought out internationally bestselling author, coach, and keynote speaker, Richard Leider. Listen as he discloses looking at purpose as a verb and grasping the meaning in life. Richard reveals details from his fortuitous encounter with Viktor Frankl and a method for living with purpose. Additionally,...

You'd have to go back to 1937 to find a worse year for a 50% stock/ 50% bond portfolio. 2022 has been a challenging year for some investors as consumers face inflation and the Fed's battle against it. In this episode, Wes discusses how the Fed is slamming its foot on the economic breaks and raising interest rates. He then covers how Americans are being impacted by inflation. Anxiety comes hard and...

Financial chaos can catch us off guard, but we can combat this unforeseen challenge through knowledge and being prepared in advance. To help we’ve called on the Financial Samurai himself, Sam Dogen. He is the mastermind behind FinancialSamurai.com, writer, podcast host, author, and a legend in the financial planning, retire early, and FIRE Movement world. Sam reveals how and why he got into writin...

As investors, we should train and remind ourselves to focus on the value of companies as opposed to the value of their stocks. Ultimately, doing so can help to relieve market volatility and leave us sleeping better at night. Listen as Wes Moss discusses how the Federal Reserve currently impacts the market along with how investors should examine the market for their mental well-being. Wes also anal...

Your dreams shouldn’t have an expiration date, even in retirement. In this episode, Wes sits down with Patrice Jenkins, Ph. D., an organizational psychologist, retirement speaker, Founder of Day One Dreams, and author of “What Will I Do All Day?: Wisdom to Get You Over Retirement and On With Living!” Patrice explains how it’s never too late to go after your dreams, but you have to start today, the...

Inflation has many investors questioning financial planning and spending decisions, including those making arrangements for a happy retirement. One frequently used concept that can help with retirement spending during times like these lies in the 4% Plus Rule. Listen as Wes Moss explains the math behind the rule during this episode. Wes shares how running out of money is a top fear, why history ca...

Each generation is different. In fact, some generations are so hard-wired and hardcoded with their own values, that they may overlook the views of others. However, if we understood the generations outside of our own we could better sympathize and empathize with them in our daily lives, workplace, and family life. To help us comprehend each generation, we’re joined by Chris De Santis, organizationa...

So you’ve retired. What comes next? Many retirees find themselves lingering within the retirement grey zone as they make their full transition into this new phase of life. But what if there is a second act following your career? One that could check off all the boxes; multiple streams of income, core pursuits, and socialization. Retirement coach and author of Second-Act Careers: 50+ Ways to Profit...

2022 has not been an ideal year for some investors. Tune in to today's episode as Wes Moss explains what considerations to make. Wes walks through how the market has impacted investors for the past few years, his insights on whether or not we are in a recession, and why 2022 still has a strong job market along with a sturdy travel industry. Additionally, he touches on having a disequilibrium when...

What if we told you aging like fine wine and fitness go hand in hand? While some seek to kickstart their fitness journey when faced with health issues in their later years, they soon find that their newly discovered lifestyle, combined with a little discipline, can go a long way. James “Jim” Owen, a forty-year veteran of Wall Street, speaker, and author joins this episode to talk through his journ...

A daunting question has been lingering in the minds of many U.S. investors - Are we in a recession in 2022? Tune in as Wes tackles this question and more during the episode. Listen as Wes talks about how we’re living in a similar economy to the 1950s, what the media declares about being in a recession, and the National Bureau of Economic Research’s role and criteria. Additionally, Wes uncovers pol...

Many of us experience anxiety. It’s normal to feel it before a big test, speaking in public, competing in a sporting event, and so on. Though a little bit of anxiety can be a good thing, we must be careful not to let these levels increase beyond the point of becoming a disorder. Dr. Gail Saltz, psychiatrist, psychoanalyst, columnist, podcast host, and television commentator joins Wes Moss to expla...

Have you ever finished a conversation and immediately realized you didn’t remember anything the other person said? Do you sometimes feel as though you have fallen between the cracks of your own thoughts and you can’t seem to focus long enough to connect with others? You’re not alone. Edward S. ("Ted") Brodkin, M.D., a board-certified psychiatrist, author, and director of the Adult Autism Spectrum...