#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 […]
#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 […]
#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 […]
#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 […]
#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 […]
#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 […]
#252 – ETF or Index Fund? Retirement or Brokerage? Wes Moss Unpacks Strategic Moves for Early Retirement
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 importance of staying invested during market volatility, using a recent market upswing as an example of patience leading to […]
#251 – Should You Still Buy a Home? + 5 Financial Planning Essentials You Can’t Ignore
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 answer listener questions, including: Explore the pros and cons of that homeownership question, housing as a long-term investment, and […]
#250 – Fear, the VIX, And The Bungee Market Of 2025: Why Staying Invested Still Wins
Explore ways fear can sometimes subside in financial markets. Examine how missing the worst days, not just the best ones, can lead to less productive gains over time. Wes and Christa analyze: Why 2025’s market feels more like a “bungee cord” than a rollercoaster. How to use the VIX (fear index) to gauge investor […]
#249 – Bear Market Retirement Guide: Investment Strategies, Tax Moves, Vacation Decisions, Timing, And Understanding Portfolio Benchmarks
Make informed decisions about your retirement plans, even in a bear market. Learn whether to cancel your vacation plans due to stock market concerns and discover how to manage your investments effectively. Explore strategies like layering for early retirement and understand the implications of drawing down your TSP defined contribution plan. Examine rebalancing your taxable […]
