#268 – Maximize Retirement Income & Plan for Early Financial Freedom
Curious how to manage your 401(k), Social Security, and retirement withdrawals in today’s market? On this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase break down practical strategies for navigating retirement planning, taxes, and investment decisions so you can make informed choices for your financial future. Examine why a strong stock market […]
#267 – Balancing Stability and Growth in Today’s Retirement Landscape
Ready to explore new perspectives on retirement planning? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase examine money, markets, and financial strategies, highlighting ways thoughtful planning may help support financial confidence. Review how stock dividends have historically compared with bond interest over the long term. Explain total return as the […]
#266 – Social Security, Taxes, REITs, and More: Exploring Key Retirement Planning Topics
Discover how money choices today can influence your financial confidence and retirement happiness in this engaging episode of the Retire Sooner Podcast with Wes Moss and Christa DiBiase. Gain perspective on retirement planning strategies, Social Security rules, tax considerations, and investing trends that could shape your financial journey. Examine how large IRA withdrawals—such as those […]
#265 – From Asset Allocation to Market Trends: Tools for Thoughtful Retirement Planning
Get ready to rethink retirement with Wes Moss and Christa DiBiase as they examine the realities of investing, financial security, and planning for a fulfilling future. This episode of the Retire Sooner Podcast delivers actionable insights, practical frameworks, and real-world examples to inform your retirement planning decisions. Hear a retirement story illustrating how asset allocation […]
#264 – Balanced Investing, Roth Conversions & Estate Planning Strategies
Tired of sifting through retirement noise and myths? On this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase unpack practical strategies and honest conversations to help you navigate your retirement journey with confidence—wherever you may stand today. Question what “Is the 60/40 Dead?” means for balanced investing and consider how classic stock/bond […]
#263 – Retirement Catch-Up Strategies, Social Security Timing & Essential Planning Insights
Kickstart your journey to a happier, earlier retirement with this high-energy episode of the Retire Sooner Podcast, where Wes Moss and Christa DiBiase tackle real listener questions and spotlight flexible strategies that could help you build a more confident retirement plan. Whether you’re in your 40s, 50s, or beyond, get motivated to consider meaningful actions—starting […]
#262 – Are You Richer Than You Think? Retirement Benchmarks and Planning Insights
Think you might be richer than you realize? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase examine realistic benchmarks and practical frameworks for retirement planning. Define what the “rich ratio” means and consider how it may reframe your retirement outlook. Compare your savings habits to U.S. medians to understand the […]
#261 – What If Everything You Knew About Retirement Was Wrong?
Think you know the rules of thumb for retirement and investing? Think again. On this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase examine common money myths and respond to listener questions that may reshape how you approach your financial future. What you’ll explore in this episode: Begin investing at any income […]
#260 – What Every Retiree Needs to Know About Social Security, Trusts, and Retirement Withdrawals
Take the next step in your retirement planning. Tune in to the latest episode of the Retire Sooner Podcast with Wes Moss and Christa DiBiase, where you’ll hear thoughtful, real-world insights designed to help you make informed financial decisions and pursue a more confident, purposeful retirement. Explore ways to optimize Social Security benefits, including timing […]
#259 – Roth Rules, Pension Puzzles, and Real Retirement Stories: Your Questions Answered
In this episode of the Retire Sooner podcast, Wes Moss and Christa DiBiase respond to listener questions and explore practical approaches to navigating retirement, investing, and financial planning. Discover a common Roth IRA misstep that can lead to unexpected taxes in retirement and learn how to approach it with more clarity. Explore the process of […]
