#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 […]
#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 […]
