#295 – Retirement Planning in Volatile Markets: Inflation, Oil Prices, AI, and Portfolio Strategy

Market volatility, inflation, and rapid technological change are shaping today’s financial landscape, while long-term planning remains an important consideration for many investors. In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase share general perspectives on investing, retirement planning, and workplace trends to help inform decision-making within a broader financial context. Assess […]

#294 – Retirement Planning in a Changing Market: U.S. vs. International Stocks, the Rich Ratio, and Long-Term Investing Decisions

Retirement planning questions often intersect with global markets, tax decisions, and long-term investing strategy. In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase examine listener questions while exploring how portfolio diversification, retirement readiness, and disciplined investing may help shape long-term financial planning. Evaluate international vs. U.S. stocks when considering portfolio diversification […]

#293 – Behind on Retirement Savings? Roth 401(k), Rule of 55 & Investment Decisions Explained

Retirement planning is often shaped by disciplined decisions, market realities, and investor behavior. In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase address timely retirement investing questions and frame them within a long-term, evidence-based approach designed to inform—not predict—financial outcomes. Compare dollar-cost averaging versus lump-sum investing and evaluate how investor psychology […]

#292 – Inflation, Record Market Highs, and Early Retirement: What Investors Should Consider

Inflation, record market highs, early retirement dreams, and complex estate questions—retirement planning doesn’t happen in isolation. In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase translate timely headlines and listener scenarios into thoughtful, long-term financial planning considerations. Assess how rising grocery and beef prices reflect inflation and evaluate ways to think […]

#291 – From Roth Rules to Small Caps: Today’s Headlines and Your Retirement Strategy

Retirement decisions don’t often happen in isolation—they’re shaped by markets, policy shifts, career trends, and personal trade-offs. In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase translate timely financial headlines into practical retirement planning considerations. Assess cash-flow strategies for small business owners, including how Roth IRA contribution rules may create flexibility. […]

#290 – Inflation Is Back: Markets, Portfolios, and Retirement Trade-Offs

Inflation is back in focus—and it’s reshaping how many people think about retirement decisions. In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase answer listener questions while providing clear context around markets, portfolios, and long-term planning trade-offs. Explore how inflation cycles have historically resurfaced and how price shocks may influence spending […]

289 – When Markets Get Loud: A Clear Look at Retirement Planning Choices

Concerned about retirement planning in a market full of uncertainty and noise? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase bring practical context to today’s financial headlines and common retirement questions. Analyze movements in gold prices and the U.S. dollar to clarify what currency shifts may indicate for markets and […]

#107 – Markets in Motion: Dividends, Inflation, and Retirement Planning

As markets continue to shift, long-term retirement planning often demands clarity rather than reaction. In this episode of the Money Matters Podcast, Wes Moss and Jeff Lloyd provide economic and market context to help listeners interpret today’s financial headlines with perspective. Analyze how recent S&P 500 performance, Federal Reserve decisions, and earnings results seem to […]

288 – The Middle Class Debate And Today’s Retirement Planning Landscape

Is the American middle class actually shrinking, or evolving? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase offer educational context on widely discussed economic, investing, and retirement planning topics shaping today’s financial conversations. Listen as long-term data, market history, and household-level considerations are used to frame—not forecast—how these issues connect. […]

#106 – Why Perspective Matters When Markets Get Loud

Market volatility, global headlines, and policy uncertainty continue to shape how investors experience 2026. In this episode of the Money Matters Podcast, Wes Moss and Jeff Lloyd focus on context, not commentary, to help listeners interpret today’s fast-moving financial narrative. Frame rising investor anxiety amid market volatility and geopolitical uncertainty, highlighted by global discussions at […]

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