#172 – Good Returns Come to Those Who Wait
On today’s show, Wes talks about what Warren Buffett called the “rising tide.” Wes feels the bad news about higher interest rates is good news for income investors. By combining the rising stock dividends, the concept of yield at cost over time, and higher interest rates paying more income, Wes has seen the typically diversified […]
#171 – Revisiting The Unvarnished Truth Of What Humans Really Want With Seth Stephens-Davidowitz
What does your digital footprint say about what you want? Data scientist, author of best-seller “Everybody Lies,” and speaker Seth Stephens-Davidowitz sits down with Wes Moss to talk about how data can reveal societal and personal trends in desires, psychology, wealth building, and more. This includes when you become a sports fan, who you seek […]
Why We Believe The 4 Percent Rule Is Here To Stay
Suze Orman is at it again! In a 2023 interview for Moneywise, she took aim at the 4 Percent Rule. “I think it doesn’t work anymore,” she said. “I think it’s very dangerous.” To say I take umbrage with her outlook is an understatement. Claiming that a time-tested retirement plan is irresponsible doesn’t sit well […]
#170- Why We Believe The 4 Percent Rule Is Here To Stay
Suze Orman recently called the 4 Percent Rule “very dangerous” and said, “It doesn’t work anymore.” In today’s episode, Wes joins forces with Connor Miller, Co-Chief Investment Officer for Capital Investment Advisors, to fight against those statements. Using market history, they defend the legitimacy of what they feel has been a solid retirement strategy since […]
Participation vs. Perfection: A Study on Investment Success
Days of Thunder: Driving Through the Scary Headlines There have been far too many scary headlines lately. The most alarming of these came in early August when Fitch downgraded the United States’ long-term credit rating to AA+ from AAA, marking only the second time in the nation’s history that its credit rating has been cut […]
#169- Revisiting The Art of Slowing Down Your Life with Carl Honore
We’re revisiting a listener favorite this week that was originally released in March of 2022. The Retire Sooner Team believes this message from Carl Honore about slowing down is more relevant than ever. Our world is built on speed. From our lives to the stock market, even retirement, we aim to tackle every task as […]
Why Modern Portfolio Theory is More Viable Than Ever
The late, great Donna Summer famously sang, “She works hard for the money, so you better treat her right.” While the Queen of Disco was referring to a helpful bathroom attendant, the lyrics can also be applied to retirement planning. Earning money is hard! Once you’ve built up some savings, you want to treat it […]
#168- Driving Through The Smoke: Participation vs. Perfection
In this episode of Retire Sooner, Wes conveys his dismay at the abundance of scary headlines bombarding Americans these days. With unsettling bylines flooding our news feeds, he says it’s understandable for people to consider pulling money out of the market. But is that productive? Using a lesson he learned from Tom Cruise’s 1990 racing […]
The Financial Benefits of Marriage
Interest rate increases and inflation have dominated the news in recent memory. From mortgage rates to the price of tacos, almost everything has seemingly gone in one direction: up. However, when it comes to marriage the opposite appears to be true. According to a Pew Research Study, the U.S. has seen a significant decline in […]
#167- Revisiting Farm-aceuticals And How Food Impacts Health with Dr. William Li
Medicines help to treat illness within the body, but what if we replaced filling a prescription with filling our bags at the farmer’s market with foods that can heal our bodies from the inside out? Dr. William Li, world-renowned physician, scientist, TED speaker, and author of “Eat To Beat Disease,” joins this episode to share […]
