#270 – Fed Actions, 72(t) Rules, and Investment Strategies: Retirement Planning Made Clear

Gain a clear perspective on retirement planning in this episode of the Retire Sooner Podcast, hosted by Wes Moss and Christa DiBiase, where listener questions meet the latest financial planning insights. Discover practical considerations that can help inform decisions about your long-term financial strategy. Examine how the Federal Reserve’s interest rate cut may influence mortgages, […]

#269 – 5 Investing Pillars & Tax Tips for Retirement Planning

Gain clarity on investing and retirement planning with this engaging episode of the Retire Sooner Podcast, hosted by Wes Moss and Christa DiBiase. Whether you’re navigating strong markets or uncertainty, this conversation provides frameworks and explanations to help support your retirement planning. Unpack five pillars of investing that may guide decision-making across both strong and […]

#268 – Maximize Retirement Income & Plan for Early Financial Freedom

Curious how to manage your 401(k), Social Security, and retirement withdrawals in today’s market? On this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase break down practical strategies for navigating retirement planning, taxes, and investment decisions so you can make informed choices for your financial future. Examine why a strong stock market […]

#267 – Balancing Stability and Growth in Today’s Retirement Landscape

Ready to explore new perspectives on retirement planning? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase examine money, markets, and financial strategies, highlighting ways thoughtful planning may help support financial confidence. Review how stock dividends have historically compared with bond interest over the long term. Explain total return as the […]

#85 – Rising Productivity, Stock Buybacks, and Economic Shifts For Investors To Know

Discover the factors shaping productivity, markets, and the economy with Wes Moss and Connor Miller on the Money Matters Podcast. Stay informed and explore discussions about today’s economic and financial landscape. Hear how Labor Day connects to America’s productivity trends and why cultural moments like football season and the Cracker Barrel logo can illustrate broader […]

#266 – Social Security, Taxes, REITs, and More: Exploring Key Retirement Planning Topics

Discover how money choices today can influence your financial confidence and retirement happiness in this engaging episode of the Retire Sooner Podcast with Wes Moss and Christa DiBiase. Gain perspective on retirement planning strategies, Social Security rules, tax considerations, and investing trends that could shape your financial journey. Examine how large IRA withdrawals—such as those […]

#84 – Retirement Planning, Fed Updates & Senior Living Insights

Prepare for an engaging look at today’s markets and the evolving world of retirement living on this episode of Money Matters! Wes Moss and Jeff Lloyd unpack key economic signals before Wes sits down with senior living specialist Jen Franks to explore retirement care and housing options with clarity and practicality. Analyze how Jerome Powell’s […]

#265 – From Asset Allocation to Market Trends: Tools for Thoughtful Retirement Planning

Get ready to rethink retirement with Wes Moss and Christa DiBiase as they examine the realities of investing, financial security, and planning for a fulfilling future. This episode of the Retire Sooner Podcast delivers actionable insights, practical frameworks, and real-world examples to inform your retirement planning decisions. Hear a retirement story illustrating how asset allocation […]

#83 – Tracking Tariffs, Rising Costs, and Income Strategies for Investors

Get plugged into the conversations shaping today’s markets and retirement strategies on the Money Matters Podcast with Wes Moss and Connor Miller. This week’s episode packs timely economic insights with practical planning concepts to help you approach financial decisions with clarity and confidence. Examine key economic signals ahead of the Federal Reserve’s upcoming meeting and […]

#264 – Balanced Investing, Roth Conversions & Estate Planning Strategies

Tired of sifting through retirement noise and myths? On this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase unpack practical strategies and honest conversations to help you navigate your retirement journey with confidence—wherever you may stand today. Question what “Is the 60/40 Dead?” means for balanced investing and consider how classic stock/bond […]

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Your free decade-by-decade guide to building a confident, fulfilling retirement.

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