#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 […]
#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 […]
#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 […]
#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 […]
#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 […]
#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 […]
#70 – Why Staying Invested Often Wins: Lessons from a Rapid Market Rebound
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 a solid strategy, it’s often more productive to stay the course rather than letting fear drive decisions. The S&P […]
#69 – From Buffett’s Big Exit to the High School Job Boom: Money Moves That Matter Now
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 tackled the “Guac Tax” in a school project on avocado tariffs. Learn how trade policies might hit your wallet. […]
#68 – Passion, Planning, and Portfolio Power: Lessons from Microsoft, Market Trends, and the Mappiness Project
Jeff Lloyd joins Wes to explore the latest news, compelling financial insights, and human psychology: Consider the Mappiness Project—What truly brings you joy? Are you building a life that includes high-ranking endeavors? Rediscover Your Core Pursuits—Jeff recounts his lifelong love for Pearl Jam concerts and music tourism, including a trip with Wes to see Chris […]
