Retire Sooner with Wes Moss
Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an investment advisor, Wes brings in guests and specialists to teach you how to set and work towards your financial and lifestyle objectives. Refreshingly-free of mind-numbing financial jargon and unrealistic money goals, Retire Sooner with Wes Moss gives listeners the tools on how to retire sooner in the real world.
Show episodes
Bear Market Retirement Guide: Investment Strategies, Tax Moves, Vacation Decisions, Timing, And Understanding Portfolio Benchmarks
Make informed decisions about your retirement plans, even in a bear market. Learn whether to cancel your vacation plans due to stock market concerns and discover how to manage your investments effectively. Explore strategies like layering for early retirement and understand the implications of drawing down your TSP def
Don't Miss The Market Rebound: Invest Through Tariff Volatility, Absorb The Mappiness Project, and Answer Listener Questions
Explore the latest developments in the tariff tumult, including how a lack of clarity may have led to both market meltdowns and a melt-ups: a rollercoaster of highs and lows. Learn the key takeaways from a complicated situation and discover how to potentially navigate your path to financial independence in retirement.
Retire with Confidence: Tackle Inflation, Family Planning, and Staying Calm in a Noisy Market
Max out your financial insight with real-world retirement strategies and listener Q&A. Learn how to respond to shifting interest rates and weigh the pros and cons of working part-time during retirement. Explore ways to manage Required Minimum Distributions (RMDs), understand Social Security’s 35-year formula, and decid
Maximize Your Retirement: 4% vs. 5% Withdrawal Rate, Inflation, Social Security, and Market Timing Explained
Take control of your financial future. Learn how to determine the withdrawal rate for your retirement. Should you stick to the classic 4% rule, or is a 5% withdrawal rate possible? Hear why flexibility is key and how different spending approaches can impact your long-term security. Discover the impact of inflation, the
Supercharge Your Retirement Savings and Outsmart Risk with These Game-Changing Strategies
Unlock secrets to increase the probability of saving more for retirement, managing risk, and making more efficient financial moves. Learn how a simple mindset shift could potentially lead to a 14% increase in savings, why your risk tolerance evolves over time, and how to structure your investments for a more secure fut
American Army of Productivity: How to Overcome Tariff Fears and Secure Your Financial Future
Learn how to optimize your retirement planning by utilizing essential financial tools. Discover strategies for leveraging a COLA-adjusted pension, navigating 403(b) withdrawals while contributing to a Roth IRA, and minimizing taxes. Explore rolling I bonds into a 529 plan without triggering taxable events. Analyze swit
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