287 – Big Stocks, Small Caps, and Investor Behavior: What Today’s Markets Reveal

Gain clear, educational context on today’s investing and retirement planning topics with the Retire Sooner Podcast, hosted by Wes Moss and Christa DiBiase. This episode places market trends, investor behavior, and retirement account considerations into long-term perspective using historical data and widely referenced research. In this episode, you’ll hear discussions that: Define the differences between […]
#105 – From Wall Street to Youth Sports: Markets, Money, and Modern Costs

Gain clear, educational perspective on today’s highly talked-about market, inflation, and household finance trends in this episode of the Money Matters Podcast. Wes Moss and Jeff Lloyd connect economic data, market history, and real-world stories to help listeners evaluate financial decisions through a long-term planning lens. Review the start of earnings season and explain why […]
#104 – Market Context for 2026: What the Headlines Are Really Discussing

With markets, economic policy, and investing headlines moving quickly as 2026 begins, separating signal from noise matters more than ever. In this episode of the Money Matters Podcast, Wes Moss and Connor Miller provide structured context on widely discussed market and policy topics relevant to long-term financial decision-making. Review early-2026 market and economic headlines, including […]
285 – Retirement Planning, Investing Trade-Offs, and Household Risk Explained

Start the year with structured context around today’s most frequently discussed retirement planning questions on the Retire Sooner Podcast, hosted by Wes Moss and Christa DiBiase. This episode presents an educational review of real listener scenarios, placing retirement, investing, and planning topics within a long-term analytical framework. Review current U.S. wealth statistics by discussing commonly […]
#103 – Mortgage Payoffs, Investing Trade-Offs, and Retirement Questions—Explained

Searching for clear context around retirement planning, investing decisions, and household finance questions? In this episode of the Money Matters Podcast, Wes Moss and Christa DiBiase walk through commonly discussed financial planning scenarios using an educational, long-term framework grounded in real listener questions. Examine how mortgage payoff considerations are often weighed against investing after-tax dollars […]
#284 – Inside the Research: Happiness, Jobs Data, and Retirement Questions

What actually shapes life in retirement—your finances, your relationships, or both? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase walk through new research on happiness in retirement and unpack several financial and economic topics that often come up in retirement planning conversations. Share findings from a 2025 Money and Happiness […]
#102 – Retirement Planning in Real Life: Rule of 55, Grandkids, and Going Global

In this episode of the Money Matters Podcast, Wes Moss and Christa DiBiase address listener questions and planning scenarios that illustrate how retirement income, investing decisions, and lifestyle priorities are commonly evaluated over time. Explore how holiday traditions and intentional rest are often discussed as elements of lifestyle planning throughout retirement. Review early retirement scenarios […]
#283 – Healthcare, Social Security, and Rate Cuts: Retirement Planning in Today’s Economy

Looking for clear context around today’s most talked-about retirement planning issues? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase present an educational discussion covering healthcare planning, retirement income considerations, Social Security decisions, and how current economic conditions are commonly framed in retirement conversations. Review current healthcare enrollment periods, including Affordable […]
#101 – Making Sense Of Inflation, Employment, And Markets—With History As The Guide

Economic data, market trends, and retirement planning topics are often discussed without sufficient historical context. In this episode of the Money Matters Podcast, Wes Moss and Jeff Lloyd present an educational discussion that places recent economic releases and market observations within a long-term analytical framework. Review the latest Consumer Price Index (CPI) release by situating […]
#282 – Roth Conversions and Withdrawal Frameworks: Retirement Income Planning

Looking for an educational overview of today’s most commonly searched retirement planning topics? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase provide context around retirement income planning, tax considerations, and widely referenced financial frameworks, helping listeners better understand how these concepts are typically discussed. Review how Roth IRA conversions are […]