#262 – Are You Richer Than You Think? Retirement Benchmarks and Planning Insights
Think you might be richer than you realize? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase examine realistic benchmarks and practical frameworks for retirement planning. Define what the “rich ratio” means and consider how it may reframe your retirement outlook. Compare your savings habits to U.S. medians to understand the […]
#80 – Navigating 2025 Market Shifts, Rates, Housing, and Income Planning
Ready to enhance your understanding of retirement planning and financial markets? Join Wes Moss and Jeff Lloyd on this episode of the Money Matters Podcast as they provide balanced insights into current market trends and factors that may influence your financial journey. Explore the importance of diversification across multiple income sources in today’s market environment. […]
#261 – What If Everything You Knew About Retirement Was Wrong?
Think you know the rules of thumb for retirement and investing? Think again. On this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase examine common money myths and respond to listener questions that may reshape how you approach your financial future. What you’ll explore in this episode: Begin investing at any income […]
#79 – Insights on Inflation, Multi-Asset Class Income Investing & Market Outlook
🎯 Rethink your financial future with the Money Matters Podcast, hosted by Wes Moss and Connor Miller. This episode shares real-world strategies to help you stay focused, informed, and better prepared for retirement—without the jargon. What you’ll discover in this episode: • Stay alert to shifting market sentiment tied to central bank leadership and evolving […]
#260 – What Every Retiree Needs to Know About Social Security, Trusts, and Retirement Withdrawals
Take the next step in your retirement planning. Tune in to the latest episode of the Retire Sooner Podcast with Wes Moss and Christa DiBiase, where you’ll hear thoughtful, real-world insights designed to help you make informed financial decisions and pursue a more confident, purposeful retirement. Explore ways to optimize Social Security benefits, including timing […]
#78 – Boost Your Retirement Strategy: What The One Big Beautiful Bill Might Mean For Your Money
Transform your financial future with Wes Moss and Jeff Lloyd in this action-focused episode of the Money Matters Podcast. Break down the newly passed “One Big Beautiful Bill” and explore its potentially wide-ranging impact on taxes, retirement planning, and long-term financial flexibility. Examine what OBBB means for future tax rates. Take advantage of higher SALT […]
#259 – Roth Rules, Pension Puzzles, and Real Retirement Stories: Your Questions Answered
In this episode of the Retire Sooner podcast, Wes Moss and Christa DiBiase respond to listener questions and explore practical approaches to navigating retirement, investing, and financial planning. Discover a common Roth IRA misstep that can lead to unexpected taxes in retirement and learn how to approach it with more clarity. Explore the process of […]
#77 – Rethink Retirement: Efficient Moves for Taxes, Timing, and Portfolio Shifts
On today’s episode of the Money Matters Podcast, Wes Moss and Christa DiBiase unlock powerful retirement and investment moves that could help shape your financial future. Today, they: Explore how a couple with $5M in assets can consider early retirement while balancing tuition payments and uncertain markets. Calculate the power of the 4% rule and […]
#76 – The Data-Driven Path to Happiness, Wealth, and Retirement
What if the most strategic life and retirement decisions aren’t based on instinct—but on data? In this fascinating episode of the Money Matters Podcast, Wes Moss is joined by Seth Stephens-Davidowitz—acclaimed author, economist, and data scientist—to explore what big data reveals about our hidden motivations, happiness triggers, and real-world success stories. 🎧 Tune in to […]
#258 – From FOMO to Focused: Retirement Strategies for Market Volatility and Asset Allocation
In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase explore the role of dry powder assets in retirement planning and revisit “FOMO Freddie”—a cautionary character representing the risks of chasing investment trends without a long-term strategy. 🚀 They discuss why trend-chasing can be detrimental and how aligning with a consistent investment […]
