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.
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Jump-start your savings approach in your 40s and 50s, even if you’re just beginning to focus on retirement.
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Unlock the “50+ Retirement Catch-Up Toolbox” with tools like Roth conversions, HSAs, and enhanced contribution limits.
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Discover what’s ahead with new “super catch-up” contribution rules and upcoming IRS changes that may impact your planning.
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Maximize your Social Security outlook by understanding how the timing of withdrawals could influence your benefits.
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Hear how annuities and home equity were discussed as potential components in long-term financial planning.
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Tune in to real-world stories from listeners managing late-in-life parenting, mortgages, and the pursuit of financial independence.
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Reconsider the risks and rewards of penny stocks with a balanced conversation about their place in a retirement portfolio.
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Weigh the role of pensions in your overall asset allocation for a more personalized investment approach.
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Rethink your withdrawal game plan with a closer look at the 4% rule—its origins and relevance today.
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Confront concerns around global exposure by reviewing how emerging markets and China-related investments might affect your portfolio.
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Strengthen your retirement mindset with income-focused planning designed to help support a more stable financial future.
Get energized with actionable ideas and relatable stories that help make retirement planning feel more approachable.
🎧 Subscribe, share it with a friend, and take one step closer to your happy retirement. Follow the show on Instagram and YouTube.
Call 800-805-6301 to leave a voicemail or contact us HERE for a chance to have your question featured in an upcoming episode.
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This information is provided to you as a resource for educational purposes and as an example only and is not to be considered investment advice or recommendation or an endorsement of any particular security. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. There will be periods of performance fluctuations, including periods of negative returns and periods where dividends will not be paid. Past performance is not indicative of future results when considering any investment vehicle. The mention of any specific security should not be inferred as having been successful or responsible for any investor achieving their investment goals. Additionally, the mention of any specific security is not to infer investment success of the security or of any portfolio. A reader may request a list of all recommendations made by Capital Investment Advisors within the immediately preceding period of one year upon written request to Capital Investment Advisors. It is not known whether any investor holding the mentioned securities have achieved their investment goals or experienced appreciation of their portfolio. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.
