Podcasts

#59 – Your Top Retirement Questions Answered

In this episode of Retire Sooner, Wes replays questions from callers on his Money Matters radio show. From the questions asked he discusses how to set up a retirement plan, taking required minimum distributions, and the impact today’s political environment has on the stock market.

Disclosure: This is provided as a resource for informational purposes and is not to be viewed as investment advice or recommendations.  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. The mention of any company is provided to you for informational purposes and as an example only and is not to be considered investment advice or recommendation or an endorsement of any particular company.  Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved.  The information provided is strictly an opinion and for informational purposes only and it is not known whether the strategies will be successful. There are many aspects and criteria that must be examined and considered before investing.  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.  Investment decisions should not be made solely based on information contained herein. 

Ready when you are

Build your customized strategy with our team.

Start with a conversation about your goals, questions, and how a holistic plan could simplify your financial life.

Schedule an intro call

Continue reading

View all articles
social security filing strategy for married couples
Blog

When Should Married Couples File for Social Security?

July 1, 2026
bucket strategy for retirement
Blog

How Should You Organize Your Retirement Portfolio? The Four-Bucket Approach Explained

June 24, 2026
what is dry powder investing
Blog

What Is Dry Powder In Investing? How Much Cash Retirees May Need To Weather Market Downturns

June 9, 2026
Blog

Do You Know Your Marginal Tax Bracket?

June 3, 2026

Roth Conversions: a smart tax move, or an expensive mistake?

A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.