Articles
Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 514 published articles
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…
Read more →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…
Read more →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…
Read more →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…
Read more →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…
Read more →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:…
Read more →Wes Moss and Conner Miller provide historical context and perspective on the latest financial news, including: The markets staged a dramatic V-shaped recovery following tariff fears. Investors, take note: Volatility can reverse quickly. Once you’ve chosen…
Read more →Wes and Christa compare ETFs vs. index funds and retirement accounts vs. brokerage accounts. Unlock financial clarity and early retirement strategies with this jam-packed episode of dynamic discussion and listener questions, covering topics such as: The…
Read more →Jeff Lloyd joins Wes to tackle the week’s critical issues, such as: Celebrate Mother’s Day with purpose! From heartfelt shout-outs to family meal plans, honoring Mom is always a worthwhile investment. Tariffs hit home—literally! Wes’s son…
Read more →Is owning a home still a good investment? What are the 5 most important topics to cover when meeting with someone for financial guidance? Wes and Christa cut through the noise to explore these issues and…
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