#278 – Planning Clarity: Family Support, Tax Rules, and the Workforce of Tomorrow

Ready to explore the real questions shaping today’s retirement conversations? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase respond to listener scenarios on family financial decisions, workplace retirement plans, and the changing job landscape—offering context to help listeners better understand the factors involved in long-term planning. In this episode, you’ll: […]
#96 – 50-Year Mortgages, the K-Shaped Economy, and the Factors Shaping Retirement Planning in 2025

Get ready for a focused, fact-driven breakdown of the trends reshaping retirement planning, housing affordability, and market expectations in 2025. Wes Moss and Connor Miller bring forward clear context, fresh data points, and timely observations to help listeners understand today’s shifting financial landscape. Examine why 50-year mortgages are gaining attention, outline how stretching payments over […]
#277 – Retirement Planning Insights: Housing Market, Investment Decisions, and Life Purpose After 50

Ready to explore thoughtful, research-driven ways to help plan for financial confidence and fulfillment in retirement? In this episode of The Retire Sooner Podcast with Wes Moss and Christa DiBiase, the hosts unpack timely topics around housing trends, investment considerations, and purposeful living—helping listeners make informed, values-based decisions for their next chapter. Review current housing […]
#95 – Getting to a Trillion: Elon Musk, Turkey Prices, Retirement Planning, and Investing Insights from the Money Matters Podcast

In this Money Matters Podcast episode, hosts Wes Moss and Jeff Lloyd provide research-backed insights on current market trends, retirement planning, and savings strategies, helping listeners evaluate financial information and consider potential options within a structured, risk-aware framework. Review Elon Musk’s Tesla compensation plan, why it might increase his chances of becoming a trillionaire, and […]
#276 – COLA Updates, AI, and Diversification: Mapping the Modern Retirement Landscape

Stay informed about the changing retirement landscape with hosts Wes Moss and Christa DiBiase as they unpack today’s relevant financial topics—from the growing influence of AI-related stocks to strategies for maintaining a well-balanced retirement plan. This episode of the Retire Sooner Podcast focuses on education, awareness, and practical insights to help you better understand the […]
#94 – Understanding AI, Workforce Shifts, and Retirement Planning with Wes Moss & Jeff Lloyd

Ready to explore retirement strategies and financial fundamentals—while making sense of AI’s market influence, Federal Reserve rate cuts, and the changing world of work? In this week’s Money Matters episode, Wes Moss and Jeff Lloyd translate today’s financial headlines into clear, thoughtful discussion—helping listeners better understand the connections between markets, innovation, and long-term planning. Clarify […]
#275 – Clark Howard Joins Wes Moss to Discuss Market Context, Investor Behavior, and Retirement Trends

In this special episode of The Retire Sooner Podcast, Wes Moss speaks with nationally recognized consumer advocate Clark Howard about current topics shaping the financial and retirement landscape. Their conversation centers on how investors can think more clearly about markets, behavioral finance, and long-term planning in today’s changing economy. Discuss how shifting economic conditions are […]
#93 – From AI to Real Estate: Understanding What’s Driving Markets and Retirement Planning

Looking for a clearer way to think about markets, AI, and retirement? In this week’s Money Matters Podcast, Wes Moss and Connor Miller explore current market themes, technological shifts, and retirement realities—offering context to help listeners make informed, thoughtful financial decisions. Explore how artificial intelligence continues to shape productivity, innovation, and investor sentiment across industries. […]
#274 – How Private Equity, 401(k) Changes, and Emerging Trends May Be Reshaping Retirement Planning

Ready to approach retirement with clarity and confidence? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase discuss how private equity, 401(k) plan developments, and evolving retirement planning trends are shaping today’s investing landscape—helping listeners stay informed and intentional about their long-term financial goals. Explore how private equity is being considered […]
#92 – How 401(k)s, Private Equity, and AI May Reshape Retirement Planning

Interested in understanding the latest trends shaping retirement and investing? This episode of the Money Matters Podcast with Wes Moss and Connor Miller offers an educational discussion designed to help listeners stay informed about developments in retirement plans, private equity, and artificial intelligence (AI) in today’s markets. Gain perspective—not predictions—on how these topics may influence […]