#141 – What Widows Need To Know About Their Financial Future with Kathleen Rehl
In this episode, guest Kathleen Rehl shares her expertise and experience with widowdom. Widely featured writer and author of the multi-award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows, Kathleen is a leading authority on financial challenges that widows face with over 17 years of personal finance advice. Wes and Kathleen […]
101 Retirement Tips
My team at Capital Investment Advisors put together a guide with 101 retirement tips that can help you prepare for and/or help you navigate retirement. Of course, every situation is different, but incorporating this guidance can point you where you want to go. Considering all your retirement options can feel like wandering through a maze. […]
Stop Working When You Reach 25x In The Bank
Preparing for retirement is like figuring out an equation. Even if you know most of the variables, you can’t find the answer until solving for x. Or, in this case, 25x. We’ll come back to this figure in a minute. I treat retirement data like a treasure because the overarching goal of my career as […]
#140 – 5 Retirement Tips To Help You Retire Even Sooner (Plus Where To Find 96 More Tips)
Find out what helps Wes sleep well at night! In this episode, Wes Moss and Retire Sooner producer Mallory Boggs offer some of their top tips for retirement life. They discuss ideal timeframes to claim Social Security benefits, the advantages of not overspending on your kids and grandkids, a quick way to determine if […]
#139 – An Investor’s Outlook for 2023
Is your new year resolution to retire a little sooner? If so, this episode might be for you. In today’s episode, Wes Moss and Retire Sooner podcast producer Mallory Boggs discuss their personal financial resolutions for 2023, Wes’s favorite financial advice from 2022, what investors may expect from the markets this year, and why […]
How to Retire in 2023
It’s a new year, and with it comes new opportunities for people all over the country to set retirement goals. Financial gurus and critics tell us we need millions of dollars to stop working. Whether it’s a scary article in the Wall Street Journal making the case against withdrawing retirement funds or Suze Orman practically […]
#138 – Building Bigger Pockets with Real Estate Investing and Smart Money Moves with Mindy Jensen
If you live in a great home, why move out of it into a lesser one? Currently working on her eleventh flip, Mindy Jensen is a mom, works her day job at biggerpockets.com, and has bought and sold houses live-and-flip style for over two decades. In this episode, Mindy discusses the process of moving into […]
Answering Listener Retirement Questions: 100% Stock Portfolios, Converting IRA Money into a Roth IRA, and Tax Loss Harvesting
As host of the Money Matters radio show and Retire Sooner podcast, I try to stay plugged into what my listeners have on their minds. To that end, my team and I set up a Retire Sooner Hotline (800-805-6301) so folks can call in to ask anything under the sun. And ask they did! We […]
How to Find Your Core Pursuits
Whether meeting with clients in person or answering listener questions on the radio and podcast, I tell folks to find their purpose through core pursuits. What exactly are core pursuits? I like to refer to them as “hobbies on steroids.” Following the steps to build a solid financial foundation is critical to finding happiness in […]
#137 – Ideas On How To Spend Your New-Found Time In Retirement with Mike Bellah
Is money really the greatest need for retirement, or is there something more important to start with that we should all consider? In this episode, Wes is joined by popular newspaper columnist, award-winning college professor, and bestselling author Mike Bellah. Mike makes us think twice about our greatest needs for retirement as he shares […]
