Podcasts

#94 – Money and Lifestyle Habits of the Happiest Retirees Part 1 (Money Habits)

In part one of this two-part podcast, Wes Moss compiles research from his latest book “What The Happiest Retirees Know,” to provide listeners with a list of money and lifestyle habits of happy retirees. After all, if we know the fundamental habits of happy retirees, then perhaps we can translate those habits back into the smaller decisions we make on a daily basis; leading us to the ideal balance between retirement and happiness.

Call in with your financial questions for Wes to answer: 800-805-6301

Join other happy retirees on our Retire Sooner Facebook Group: https://www.facebook.com/groups/retiresoonerpodcast

This information is provided to you as a resource for informational purposes only 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. 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. The views and opinions expressed are for educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions.

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.