#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 […]
#273 – From “Set” to “Settled”: Finding Confidence and Calm in Your Financial Life
Join Wes Moss and Christa DiBiase on the Retire Sooner Podcast, where real-life financial questions meet clear, grounded discussions about retirement planning, investing, and financial wellbeing. This episode explores practical ways individuals can make informed decisions, manage uncertainty, and approach retirement with more clarity and confidence. Review how the current bull market compares to past […]
#91 – Decoding Markets and Retirement: Tax Updates, Portfolio Moves, and Financial Insights
Wall Street may love its complex jargon, but Wes Moss and Jeff Lloyd try to simplify financial planning with insights designed to help listeners make informed decisions. This episode of the Money Matters Podcast reviews market trends, retirement planning, and tax considerations within the context of long-term wealth management. Examine how the three-year bull market […]
#272 – The American Dream Reset: Retirement Costs, Inflation, and Savings Strategies
Curious how today’s costs, inflation trends, and shifting expectations are shaping the American Dream? Join Wes Moss and Christa DiBiase on the Retire Sooner Podcast as they provide context on financial headlines, explore common planning questions, and share research-informed insights for your retirement journey. Explore the discussion around what it may take to reach the […]
#90 – Understanding the Retirement Squeeze, Market Shifts, and Living Costs
Explore retirement and financial planning with Wes Moss and Jeff Lloyd on the Money Matters Podcast! Gain research-informed insights that can help you consider how economic trends and personal decisions may influence your long-term financial journey. Examine historical patterns of government shutdowns on the economy and stock market since 1976, and observe how the S&P […]
#271 – Retirement Planning Insights, TSP Education, and Family Money Conversations
Explore practical retirement planning strategies and gain clarity on key financial decisions in this engaging episode of the Retire Sooner Podcast. Wes Moss and Christa DiBiase discuss common questions and considerations for savers and soon-to-be retirees, providing perspectives on investment options and long-term planning frameworks. Discover how a focused 30-minute financial conversation between spouses about […]
#89 – S&P 500 Trends, The 0.01% Rule Of Thumb, Interest Rates, And Retirement Planning Insights
Ready to cut through the noise and get clear on today’s financial markets and retirement planning trends? On this episode of the Money Matters Podcast, Wes Moss and Connor Miller share perspectives on market performance, economic updates, and planning frameworks that can help inform your financial decision-making. Review how the S&P 500’s recent run compares […]
#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, […]
#88 – Fed Rate Cuts, Inflation & Your Retirement Planning
Looking for a clear perspective on retirement, investing, and the economy? Wes Moss and Jeff Lloyd bring real-world conversations designed to add clarity and context to today’s financial headlines. Unpack the latest Fed rate cut and what it may mean for loans and markets. Question what Jerry Greenfield’s exit from Ben & Jerry’s suggests about […]
#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 […]
