#56 – Investing at Market Highs, Lump Sum vs. Pension Decisions, and S&P Super Bowl Stats

Dive into the latest economic trends and retirement strategies, breaking down essential financial topics. Can investing during market highs yield strong returns and counter the typical “buy low, sell high” advice? Explore the psychology of lump sum vs. pension decisions for federal employees, and examine a balanced investment approach in a bond market with higher […]

#55 – Economic Resilience, Consumer Spending, GDP, And AI’s Evolution

The resiliency of U.S. economics, steady consumer spending across all income levels, underestimated impacts of a gig economy, and the surprising durability of GDP growth are all part of today’s essential discussion. Wes Moss and Jeff Lloyd examine which factors suggest productivity might be undercounted and liken AI to the space race, where any type […]

#54 – How Inflation, Tariffs, and New Rules Are Shaping Your Money in 2025

On this week’s Money Matters, Wes Moss and co-host Jeff Lloyd break down the biggest financial stories shaping 2025. From what the Fed’s next move on interest rates means for your wallet to how tariffs and inflation are impacting markets. Wes also shares big news about Social Security changes that could give retirees with pensions […]

#52 – What investors need to watch out for in 2025

On today’s episode of Money Matters, Wes dives into the top ten trends that he anticipates will define 2025 for investors, starting with resilience in the markets and economy, the dominance of the consumer, and a surge in productivity fueled by emerging technologies like AI.  Producer and co-host Jeff Lloyd analyzes what these trends mean […]

#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, […]

#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 […]

#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 […]