#75 – Money, Happiness, and Retirement: Strategies to Help You Worry Less and Sleep Better at Night
Dive into this episode for practical insights, updated research, and actionable retirement anecdotes. 🚀 Wes Moss and Connor Miller cut out the financial jargon and help you jumpstart your strategy. Discover: Groundbreaking new findings from the Money and Happiness in America study—including how much liquid savings may land you in the “green zone” of retirement […]
#257 – Keys to Early Retirement: Rule 72(t), New Research, Investing Insights, and Lasting Happiness
Dreaming about retiring early, but worried you’ll never have enough? On this episode of Retire Sooner with Wes Moss, Wes and Christa DiBiase break down powerful strategies and mindset shifts that could help folks retire sooner and happier, including: Tap Your IRA Early—Penalty-Free: Learn how Rule 72(t) and SEPPs can sometimes unlock your IRA before […]
#74 – From Will Ferrell to Wall Street: What 2025’s Wild Financial Headlines Could Mean for Your Money
Wondering what today’s financial headlines mean for your retirement plan? Wes Moss and Connor Miller break down the biggest economic stories, without the jargon, to help you chart a course on your quest to retire happier and sooner. In this episode: Wes runs into Will Ferrell at the driving range—and shows why keeping your cool […]
#256 – Are Earnings Everything? Plus More Strategies To Boost Long-Term Investing and Retirement Planning
Explore powerful, often-overlooked retirement tactics—like the Rule of 55 and the 62/70 Social Security strategy—and hear listener questions answered by Wes and Christa to help you build an effective, income-focused financial future. 🎯 Are corporate earnings the #1 financial metric for long-term investors to track when making better investment decisions? Learn how to evaluate earnings […]
#73 – Inflation Cools While Chicken Sizzles: What It Could Mean For Your Financial Future
Cut through market fear, witness inspiring stories, and tackle the challenging housing market with optimism and insight. Gain the clarity you need to seek financial freedom and retirement happiness. Wes and Jeff explore the week’s essential themes, including: The S&P 500, dividend stocks, and bonds posting gains that were higher than many had feared. After […]
#255 – From Gold to Growth: Long-Term Retirement Planning in Uncertain Times
Looking for retirement guidance and insights on navigating gold investments, market volatility, and the impact of AI on jobs? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase address essential topics and answer listener questions on financial planning, investment returns, and preparing for the future of work. • Gold as an […]
#72 – From Tariffs to Takeout: Unpack the First Half of 2025
Wes and Jeff dive into the major economic events shaping the first half of the year. They offer insights on everything from labor markets and inflation to the rise of AI and takeout culture, then break down complex financial news into actionable analysis to help plan for a happier retirement. Highlights include: Focusing on financial […]
#254 – 10 Essential Steps to Retire Sooner: Spending Strategies, Tax Tips, and Listener Questions
Wes and Christa delve into essential topics to help get you ready to retire sooner and happier, including: Review the Wes Moss 10-point retirement readiness checklist. Understand how to transition from saving to spending. It sounds simple, but there can be more to it than meets the eye. Explore the emotional and strategic importance of […]
#71 – U.S. Debt Downgrade, Tax Bills, Global Productivity, and A Happy Retiree Summer Challenge For Kids
Wes and Connor deliver timely insights on U.S. debt, tax reform, interest rates, and practical strategies for family life and financial planning. From economic breakdowns to a creative summer challenge for kids, this episode blends national headlines with personal empowerment, including: Honor and Reflect: As Memorial Day passes, remember the brave service members who gave […]
#253 – Are You Too Passive? Rethinking Index Funds, Roth Tactics, and Retirement Timing
Tackle Roth IRA strategies, dollar cost averaging, passive investing risks, strategic retirement withdrawals, and more. Whether you’re planning early retirement or optimizing your current portfolio, Wes and Christa deliver actionable insights and answer listener questions, including: Is Passive Investing Creating a Bubble? Are index funds inflating markets? Or do global diversification and ongoing price discovery […]
