#51 – 10 Lessons From Hosting The Retire Sooner Podcast

Money Matters co-host and producer Jeff Lloyd joins Wes in the studio. Wes instills the top 10 happy retiree lessons he’s learned from his guests while hosting the Retire Sooner podcast. Read The Full Transcript From This Episode (click below to expand and read the full interview) Wes Moss [00:00:01]: The Q ratio, average convergence, […]
#50 – Latest Market Trends, Inflation Update, And Bill Belichick’s New Coaching Salary

On today’s episode of Money Matters, Wes is joined by Co-host and Producer Jeff Lloyd_._ Wes exalts his alma mater, the University of North Carolina, for hiring Bill Belichick. That leads them to discuss the rising salaries of college coaches and the rapid growth of NIL money for athletes. Next, they review the latest […]
#233 – FOMO Free Investing

We’ve all met that one guy who pontificates endlessly about the “fantastic” investments he’s made that year. He always seems drawn to the hottest and latest trends. You don’t fully believe him, but it still makes you feel a bit of dread at the thought of being left behind. On this episode of the Retire […]
#49 – FOMO Freddy, Jim Cramer’s Pizza, and Productive Financial Strategies

Producer and Co-host Jeff Lloyd joins Wes in the studio on today’s episode. They dig into smart financial habits such as avoiding impulsive decisions and staying disciplined in investing. They examine the importance of resisting unnecessary purchases, practicing patience with investments, and avcastoiding the trap of “FOMO Freddy”—chasing past winners in the market. They discuss […]
#232 – Riding The Age Wave with Maddy Dychtwald

Most people have a vague idea of what it takes to stay healthy as we age—some combination of cutting out the delicious, irresponsible activities while adding in more nutritious, boring ones. While it never seemed overly complicated, it also didn’t sound very fun. Today’s guest flipped that script. According to Maddy Dychtwald, a healthy mindset […]
#48 – Financial Freedom For Expats with Edd and Cynthia Staton

In today’s episode of Money Matters, Wes is joined by Edd and Cynthia Staton. Their retirement plans were disrupted by the 2008 Financial Crisis, leading them to create a Plan B. In 2010, they moved to Cuenca, Ecuador, where they enjoy a comfortable and affordable lifestyle. Their experience reflects a broader trend: the number of […]
#47 – Being Thankful For Market Productivity

Wes is joined in the studio byCo-Host and Producer Jeff Lloyd on today’s episode of Money Matters. Compiling a list of what the Retire Sooner Team is thankful for this year, they mention the myriad of S&P 500 all-time highs. Then, they show gratitude for a less top-heavy market, as equity earnings have spread beyond […]
#231 – What Makes A Good Life?

Everyone wants a good life, but what does that mean, and how can you make it happen? On today’s show, Wes combines analysis from a neuroscientist, a bank CEO, and two very different retirees to find the overlapping characteristics of each. According to Dr. Wendy Suzuki, professor of Neural Science and Psychology at New York […]
#46 – Historical Market Highs, Housing Logjams, Treasury’s TGA, and One Impressive Retirement Life Map

Wes is joined today by co-host, producer, and new Uncle Jeff Lloyd. They toss out the pumpkins, string up the holiday lights, and examine the plethora of recent market highs. For perspective, they chart market returns dating back to William McKinley in 1896. Next, they dig into the housing market and discover a concerning revelation. […]
#230 – How To Squeeze The Most Juice Out Of Retirement With Dr. Riley Moynes

I was recently at my son’s football games when one of the other dads walked over. He looked about 45 and said he was starting to think about the future. It’s a typical age for that concern to creep in, especially once a person feels financially secure. Now that you can take your foot off […]