Wes Moss
Retire Sooner with Wes Moss
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Wes Moss
Retire Sooner with Wes MossEpisodes
Wes Moss
Retire Sooner with Wes Moss
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Episodes of Retire Sooner
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On today's episode, Wes is joined by Producer Mallory Boggs. They brainstorm the idea of holding a “Retire Sooner Conference” and answer some of the questions the attendees might ask the panel.Using his retirement calculator, Wes explores what
Edd and Cynthia Staton’s retirement plans were on track. Then, the 2008 Financial Crisis hit. Their careers disappeared, their home lost its value, and their savings plummeted. Realizing recovery was unlikely, they needed to come up with a Plan
On today’s show, Wes is joined by Producer Mallory to elaborate on the pitfalls of fleeing the market during turbulent times. They comment on the shell shock of the Covid-19 lockdowns back in 2020 and how tempting it was for fearful investors t
We all know aging comes with cognitive challenges, but how early do they start? Sometimes, I forget my email password or where I put my car keys. Should I be worried? Dr. Nicole Byers came by to give us some fascinating answers, including the m
In part two of Wes’ favorite takeaways from Morgan Housel’s bestselling book, The Psychology of Money, he teams up with Producer Mallory to discuss the power of tail events, the misconception of money and respect, the illusion of wealth, the si
You can’t say the word “midlife” without imagining a crisis. An aging bald guy who cheats on his wife and buys a sports car to fill the void. But Chip Conley says we’re looking at it all wrong. The midlife age range has been unfairly branded, a
On today’s episode, Wes is joined by producer Mallory for part one of their discussion about the biggest takeaways from Morgan Housel’s bestselling book The Psychology of Money. They cover concepts such as the influence of personal history, the
On today’s episode, Wes explains the generosity component of the Retire Sooner podcast and welcomes Chris Anderson to the show. Chris is the curator of TED, a nonprofit media organization that leverages the power of ideas to make a better futur
On today’s episode, we ponder the question, “Can money buy happiness?” The answer might surprise listeners, and Wes borrows the words of best-selling author Morgan Housel to help discuss the positive and negative psychological effects money can
On today’s episode, Wes sits down with Steve Tarr, a Fellow at the Drucker School of Management, to discuss how difficult the retirement transition can be for busy and successful people. Using the SOAR Program as a guide, they analyze the posit
Capital Investments Advisors Wealth Analyst Jeff Lloyd joins Wes to discuss the excitement around the market finally recouping its 2022 losses and forging into bull market territory. Then, they delve into the hidden market strength of dividends
On today’s episode of the Retire Sooner podcast, Wes welcomes back Mary Beth Franklin. This time, she takes on the herculean task of simplifying Medicare. They get into the differences between Medicare A, B, C, D, Advantage Plans, Gap Plans, an
On today’s episode of Retire Sooner, Wes welcomes Happiest Retirees podcast host Ryan Doolittle to discuss college football legend Nick Saban’s recent retirement. They delve into his famous coaching process, looking for helpful financial and li
Social Security can be an essential stream of income for retirees on a fixed income. Unfortunately, the seemingly endless rules and regulations can overwhelm even the most informed applicants. In today’s Retire Sooner episode, Social Security a
In today’s episode of the Retire Sooner podcast, Wes is joined by Capital Investment Advisors Co-Chief Investment Officer Connor Miller. They discuss the possibility of 2024 ushering in “A Whole New World” for markets, investors, and retirees.
Anyone in the Retire Sooner family knows how passionate Wes is about the 4 Percent Rule—William Bengen’s rule of thumb that originally discovered retirees who draw down 4 percent of their portfolio in the first year of retirement and then adjus
Happy holidays to my favorite happy retirees and aspiring retirees! The Retire Sooner Team is taking a little time off to step away from the office and connect with friends and family. We'll be back with a new season in January with more fun ep
Arguably the most recognized male figure skater in the world, Scott Hamilton has won seventy titles, awards, and honors, including an Emmy nomination, induction into the United States Olympic Hall of Fame, and the World Figure Skating Hall of F
In today’s episode, Wes points out that the population of mini-millionaires is growing and that society’s perception of them isn’t always very accurate. Producer Mallory Boggs joins to discuss this latest variant of what authors Thomas Stanley
On today’s episode, Wes sits down with a woman who has dedicated her life to finding ways to protect retirement assets.As the director of victim support for the AARP Fraud Watch Network, Amy Nofziger has nearly two decades of experience in fra
Is your relationship with money holding you back from finding financial success? Many of us have a rocky relationship with money, but if we looked at our capital from a different perspective, this could possibly change our outlook and relations
When Betty White died in 2021, we were somehow surprised. Even at 99-years-old, it felt like she was gone too soon. Smokey Robinson just released a new album at 83 years of age. Martha Stewart posed in a bathing suit on the cover of Sports Illu
Although numerous habits make up the structure of a happy retiree, financial habits play a large part in creating the fulfilling retirement you’ve always dreamed of and being able to fund your additional interests.In this episode, Wes breaks d
The term “Unretirement” is popping up more and more these days, and Chris Farrell literally wrote the book on it. After years of studying and reporting on the economy for PBS Next Avenue and Bloomberg Businessweek, Chris’ latest book, Purpose a
Change is a natural part of life. The more we lean in to that change, the better we can plan for and adjust to its consequences. On today’s episode, Wes points out some of the common catalysts for that change, and how we can ultimately make the
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