Podcasts by Retire Sooner with Wes Moss
Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an investment advisor, Wes brings in guests and specialists to teach you how to set and work towards your financial and lifestyle objectives. Refreshingly-free of mind-numbing financial jargon and unrealistic money goals, Retire Sooner with Wes Moss gives listeners the tools on how to retire sooner in the real world.
Further podcasts by Wes Moss
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Wes Moss Returns With New Episodes To Help You Retire Sooner from 2022-02-07T17:00
After taking some time off, The Retire Sooner team is excited to announce that Wes Moss will return as your host starting February 28th!
In upcoming episodes, we will cover topics such a...
Real Estate Investing for Retirees: Where To Start, Steps To Take and What Success Looks Like with Tom Moore from 2022-01-31T18:10:07
We encourage happy retirees to think of income as a river, not a reservoir, and advocate having multiple sources of income to generate financial stability during retirement. One common income strea...
ListenWhy It’s Important to Have a Retirement Backup Plan with Dan Abramowitz from 2022-01-24T18:55
Retirement planning is necessary for creating a successful life after work. However, life throws us curve balls that are sometimes out of our control and you need to have an additional plan in plac...
ListenThe Evolution of Investing, Trading, and Technology with Matt Reiner from 2022-01-17T17:00
Investors can utilize technology to manage money faster, smarter, and easier; but how did we get here? Founder of Benjamin and Managing Partner at Capital Investment Advisors and Wela Strategies, M...
ListenThe Impact of Inflation and What It Means for Retirees with Ryan Ely from 2022-01-10T17:00
It’s a hot topic that has been on everyone’s mind lately — inflation. In this episode, Retire Sooner team member and Capital Investment Advisors Investment Committee Director, Ryan Ely, addresses w...
ListenNew Year’s Predictions for Investors and Retirees with Robert Sanders from 2022-01-03T19:20:09
We’re back after the holidays with Partner and Chief Investment Officer at Capital Investment Advisors, Robert Sanders. In this episode, Robert shares his predictions for the upcoming year and how ...
ListenNew Podcasts Coming Soon from 2021-12-27T17:00
The Retire Sooner Team will be back next week to start the new year off with new episodes! In the meantime, listen to your favorite Retire Sooner episodes at wesmoss.com/podcast or your favorite po...
ListenShort-term Rental Properties and Happy Retirements with Brynne Simms from 2021-12-20T19:17:56
In this podcast episode, Brynne Simms shares how to set expectations to seek and manage rental properties during retirement, along with sharing her journey to owning and managing her own rental pro...
ListenClarifying Closed-End Funds with Eddie Goepp from 2021-12-13T17:00
This episode features Eddie Goepp, CFP®, Investment Advisor at Capital Investment Advisors. Eddie talks through the closed-end funds investment model and how implementing this strategy can enhance ...
ListenUnderstanding ESGs and Talking Faith-based Investing Vs. Sin Stock Investing with Joel Dean from 2021-12-06T17:00
In this week’s episode, Mallory Boggs is joined by Joel Dean, CFP®, an Investment Advisor at Capital Investment Advisors and a member of the Retire Sooner team to discuss ESGs, faith-based investin...
ListenThe Three Pillars of Life with Mitch Reiner from 2021-11-29T17:03:55
In this episode, Mallory Boggs is joined by Mitch Reiner, CFP®, CIMA®, Managing Partner and Senior Investment Advisor at Capital Investment Advisors. Mitch shares his three pillars of life concept ...
ListenPolishing Your Investment Approach With Robert Sanders from 2021-11-15T18:44:21
In this first episode of season two of Retire Sooner, Mallory Boggs sits down with Robert Sanders from the Retire Sooner Team. Robert is a Partner and Chief Investment Officer at Capital Investment...
ListenThe Details Behind What The Happiest Retirees Know from 2021-10-28T16:00
During this episode, Wes shares details from his new book, What The Happiest Retirees Know: 10 Habits for a Healthy, Secure, and Joyful Life. He also explains how he collected his research and stud...
ListenExposing The Financial Challenges Of Military Service Members with Lacey Langford from 2021-10-25T16:34
While many of us appreciate the call to duty for our nation’s military servicemen and servicewomen, we’re not often aware of the challenges they face financially. As they transition back to civilia...
Listen??Your Top Retirement Questions Answered from 2021-10-21T16:00
In this episode of Retire Sooner, Wes replays questions from callers on his Money Matters radio show. From the questions asked he discusses how to set up a retirement plan, taking required minimum ...
Listen??Starting A Podcast, Writing A Book and Thoughts on Early Retirement with Joe Saul-Sehy from 2021-10-18T17:32:22
During this episode, Wes sits down with Joe Saul-Sehy, Creator and Co-Host of the Stacking Benjamins podcast. Joe talks through selling his business and transitioning into a new career, his podcast...
ListenIncome Investing: The Process, The Approach, and The Reward from 2021-10-14T16:00
If you take the proper steps, investing can be rewarding and valuable. However, if your only focus is growth, then you could be missing out on a large piece of the equation — income investing.
...
The Financial Rollercoaster Associated with Living Lavish In Los Angeles with Bob Wheeler from 2021-10-11T16:22:37
Living in luxury comes at a price, and it’s important to be cautious with your finances to avoid unexpected ups and downs; especially living in areas like Los Angeles.
In this podcast episode, ...
Rethinking Your Balanced Portfolio Allocation from 2021-10-07T16:00
In this podcast episode, Wes urges listeners to rethink investment percentages for their balanced portfolio. He discusses how the traditional 60/40 portfolio might need to be revisited based on int...
ListenHow Traveling With Purpose Can Give Life A New Meaning with Joe Cortez from 2021-10-04T16:00
Whether it’s for work or pleasure, traveling can be fun and exciting. However, have you ever thought about why you are traveling?
During this podcast episode, Wes is joined by Joe Cortez, Edito...
Investing Mistakes To Avoid from 2021-09-30T16:00
In this podcast episode, Wes reveals common investing mistakes to avoid. He also talks through upcoming podcast episodes, explains his experience in the investment industry, discusses stock market ...
ListenSelecting Your Ideal Retirement Location with Gilen Chan and Gene Preudhomme from 2021-09-27T18:54:36
If you could retire anywhere, where would it be? What are the main variables that would help you determine where to go? If you’re pursuing the answers to these questions, this podcast episode can h...
ListenFive Reasons to Retire Sooner from 2021-09-23T16:00
In this podcast episode, Wes shares five reasons retirees are retiring as soon as they can. He also talks through catalysts for retiring, dives into the retirement transition, shares comments from ...
ListenLeaving Wealth To The Next Generation with Steve Goodman from 2021-09-20T16:00
Building generational wealth is important and can help to set your family and future family up for success. However, what planning is required when it comes to passing down that wealth to your chil...
ListenThe Power Of Understanding Averages in the Stock Market from 2021-09-16T16:00
History continues to repeat itself, especially when it comes to the economy and the stock market. In this podcast episode, Wes shares the power of two stock related averages; the average intra year...
ListenTransitioning Into Retirement Alongside Your Spouse with Louis H. Primavera, PhD from 2021-09-13T16:00
Everyone seeks a smooth transition into retirement. Although it’s important to have a successful adjustment individually, including your spouse in the transition is also essential. In this episode,...
ListenThe “I Quit” Job Economy Revealed from 2021-09-09T16:00
Quitting your job is your choice, and for most, there is a good reason behind doing it. In fact, there is currently a labor shortage in the U.S. because of so many Americans quitting on their own a...
ListenThe Do’s and Don'ts of the Happiest Retirees Part 2 from 2021-09-02T16:00
The happiest retirees practice numerous habits that lead to a fulfilling life. In this episode, Wes continues revealing the do’s and don’ts of the happiest retirees and the advantages of adding tho...
ListenThe Do’s and Don'ts of the Happiest Retirees Part 2 from 2021-09-02T16:00
The happiest retirees practice numerous habits that lead to a fulfilling life. In this episode, Wes continues revealing the do’s and don’ts of the happiest retirees and the advantages of adding tho...
ListenThe Do’s and Don'ts of the Happiest Retirees Part 2 from 2021-09-02T16:00
The happiest retirees practice numerous habits that lead to a fulfilling life. In this episode, Wes continues revealing the do’s and don’ts of the happiest retirees and the advantages of adding tho...
ListenThe Shawshank Paradox, the Retirement Grey Zone, and Transitioning Into Happy Retirement from 2021-08-30T18:36:49
There’s nothing wrong with being a hard worker. Some may even consider hard work as their superpower. However, could hard work and earning an income cost you your happy retirement?
In this podc...
The Do's And Don'ts Of The Happiest Retirees - Part 1 from 2021-08-27T16:00:05
What separates the happy retirees from the unhappy retirees? It’s not just one habit, but multiple habits that happy retirees implement throughout their routine. In fact, practicing these life, fin...
ListenThe Balance Between Living Your Life and Being Thrifty with Joel Larsgaard from 2021-08-23T16:00
Saving and budgeting your money is important to your financial success, both before and after retirement. Although saving comes with restrictions, it’s important that you don’t restrict yourself fr...
ListenPaying For Mom's Assisted Living; Sell The House, Rent It, Or Use The IRA? from 2021-08-19T17:07:14
Are you, a parent, or a spouse transitioning to an assisted living facility? Determining what steps to take when paying for the expenses is a significant role, especially if your loved one is not p...
ListenThe Financial Plight of Child Stars and Examining the #FreeBritney Movement with Jason Minor from 2021-08-16T16:19:54
This week we’re taking a peek behind the scenes of child stars and the financial struggles that are so often associated with them. Jason Minor, a former Mickey Mouse Club member and child star turn...
ListenThe Financial Market Bubble That Burst Japan’s Economy from 2021-08-13T00:29:51
Is the US economy in a market bubble that could burst sooner than we think? It’s the question that has been on the minds of many investors causing some degree of fear, anxiety, and uncertainty. Aft...
ListenAnswering Your Questions with Wes Moss from 2021-08-09T15:55:36
What can I do to retire sooner? What should I be investing in? What is the status of the stock market? Don’t fret. You came to the right place!
In this podcast episode, Wes answers questions se...
Managing Finances and Communication as a Couple from 2021-08-05T17:27:13
When it comes to finances, money conversations can be a difficult topic for some couples. Surprisingly, it’s also common for couples to be clueless about each other’s salaries and what their combin...
ListenUnderstanding the Framework of Medicare with Mary Beth Franklin from 2021-08-02T17:16:42
Income streams and social security benefits are important aspects of retirement, but it’s important to also consider another critical factor: Medicare. Although Medicare is essential to numerous pe...
ListenLoss Aversion: Combatting The Difficulties Of Investing from 2021-07-29T16:00
Investing is difficult, and for some of us, it’s very hard to begin the process. Not only are we cautious of starting, but we can become cautious about staying in the market. The hesitancy some inv...
ListenThe Link Between Life Transitions And A Happy Retirement with Nancy Schlossberg from 2021-07-26T16:00
Life transitions can be exciting and challenging. Throughout our lives, we experience many changes and shifts that will impact our outlook on things. Some changes will take us out of our comfort zo...
ListenExamining the Housing Market and the Best Places To Live from 2021-07-22T16:00
Should you stay? Should you go? Should you rent? Everyone wants to know! Real estate prices fluctuate constantly, making it challenging to predict where the prices will fall in years to come. The r...
ListenExposing the Misconceptions of Wealth Building with Jean Chatzky from 2021-07-19T16:10:19
Money can be a difficult subject for many. If we’ve learned anything from the pandemic, it’s that we are not always at fault for being financially unstable. Although no one is to blame for the turn...
ListenPerfection vs. Participation: The Quest for Timing Investments in the Stock Market from 2021-07-15T16:00
Is there an ideal moment to invest in the market? It’s a question that worries many investors each time they put money in the market. The answer to this question should be the same no matter what t...
ListenChanging Your Money Behavior with Leisa Peterson from 2021-07-12T17:25:51
Money can impact your life in positive and negative ways. While many of us are mindful of our money, we don’t always realize how money influences our behavior. Understanding how money impacts behav...
ListenThe Social Habits of the Happiest Retirees from 2021-07-08T16:00
A rewarding retirement is not just about having enough money to live comfortably. At the end of the day, there are some things that money can’t buy. Having social connectedness is essential to your...
ListenWealth Creation in America and Utilizing a Financial Advisor with Brian Preston from 2021-07-05T16:00
When it comes to generating wealth, everyone wants to “get rich quick”. Little do people know, the easiest way to accomplish this is through a slow process and patience. As challenging as that soun...
ListenThe Retirement Grey Zone - Finding Your Second Career After Retirement from 2021-07-01T16:00
When it comes to retirement, we tend to think of things in black and white. In one stage, you’re working, and the next, you’re retired. Depending on what age you retire, this isn’t always the case....
ListenThe Link Between Aging and Longevity in Retirement with Andrew Steele from 2021-06-28T16:00
Just because you’re getting older doesn’t mean that you should stop your efforts for longevity. After all, planning for a happy retirement includes following core pursuits and socializing with fami...
ListenThe Three-Headed Monster That Investors Face Today from 2021-06-24T16:00
his year has brought us into a new economic environment. We are shifting from a closed economy to businesses reopening and gaining momentum as we recover from the past year. But with that momentum ...
ListenThe Four Stages of Retirement with Louis H. Primavera, PhD. from 2021-06-21T23:38:25
Studies have found that as many as 40% of retirees have difficulty adjusting, and even those who claim to enjoy retirement may experience some uneasiness as they adapt to a life lacking in structur...
ListenThe Importance of Rational Optimism for Investors from 2021-06-17T17:21:17
Whether you get your news by television, websites, or social media, it is often dominated by a negative narrative. After all, the old saying when it comes to the media is, “if it bleeds, it leads.”...
ListenWhy Lifelong Learning Is Important, Even As An Adult with Tom Vanderbilt from 2021-06-14T18:28:31
When learning how to walk, infants fail up to 70 times an hour yet, they still keep trying. So why can we as adults be so afraid to fail when trying something new? As we get older and deeper into a...
ListenHow Conservatively Do I Need To Invest As I Get Older? The 15/50 Stock Rule from 2021-06-10T16:00
Lately we’ve been inundated with news of people becoming millionaires overnight. 2021 has been the year of the ‘meme’ stock and this phenomenon has made it even more difficult for investors to keep...
ListenMaking Smart Decisions with Your Money with Jill Schlesinger from 2021-06-07T16:00
When it comes to money, even smart people can make dumb decisions. What do you think is the genesis for poor financial decisions? Why can we be so bad at spending? There are so many silly things pe...
ListenThe Path to Becoming a Millionaire Next Door from 2021-06-03T22:47
When The Millionaire Next Door book by Thomas Stanley was first released, I was an intern at my first investment job. Now, in its 23-year history, it has had a major impact on how people understand...
ListenPreparing for a Happy Retirement as a Caregiver with Richard Eisenberg from 2021-06-01T13:39:31
As we approach midlife, a lot of us may find ourselves taking care of our aging parents, children, or both. How do we not go broke taking care of other people in our lives? Even people who spend a ...
ListenPreparing for a Happy Retirement as a Caregiver with Richard Eisenberg from 2021-06-01T13:39:31
As we approach midlife, a lot of us may find ourselves taking care of our aging parents, children, or both. How do we not go broke taking care of other people in our lives? Even people who spend a ...
ListenHow to Win the Emotional Battle of Long-Term Investing - The Dry Powder Principle from 2021-05-27T17:57
Humans are naturally reactive, it’s a survival technique but those who are able to look beyond the market storms are the investors that are typically rewarded. Today I’m going to share with you on...
ListenHow to Win the Emotional Battle of Long-Term Investing - The Dry Powder Principle from 2021-05-27T17:57
Humans are naturally reactive, it’s a survival technique but those who are able to look beyond the market storms are the investors that are typically rewarded. Today I’m going to share with you on...
ListenHow to Win the Emotional Battle of Long-Term Investing - The Dry Powder Principle from 2021-05-27T17:57
Humans are naturally reactive, it’s a survival technique but those who are able to look beyond the market storms are the investors that are typically rewarded. Today I’m going to share with you on...
ListenMaximizing Social Security with Mary Beth Franklin from 2021-05-24T16:20:43
Whether you’re 25 or nearing retirement age, you’ll learn something new about how to maximize social security and plan for the future in today’s episode with Mary Beth Franklin. Mary Beth is one of...
ListenBuilding Exceptional Relationships with Carole Robin from 2021-05-17T19:28
Time and time again research has proven that healthy interpersonal relationships are the key to happiness. So why do so many people get relationships wrong?
Today’s episode covers the bes...
Can ‘Old’ Stocks Ever Beat ‘New’ Stocks? from 2021-05-13T15:12:18
On today’s episode, we’ll discuss if old-line industries or stocks can ever win again, if anything outside of tech companies can win over the long term, if value stocks are really all that valuable...
ListenCarrie Schwab-Pomerantz on Planning for Retirement from 2021-05-10T19:30
Carrie Schwab-Pomerantz, CFP®, is the daughter of Charles Schwab and a leading advocate for financial literacy. She has devoted her career to helping men and women from all walks of life achieve fi...
ListenInflation - How Do You Protect Yourself? from 2021-05-06T20:18:18
If inflation rears its ugly head like it did in the 1970’s we could see prices for everything that we care about and need go through the roof. How do you protect yourself if inflation is coming? C...
ListenChris Gardner on Pursuing Happiness and Your Dreams from 2021-05-03T21:02
Today’s episode features international best-selling author, entrepreneur, single parent, speaker, and philanthropist Chris Gardner. Gardner’s autobiography, The Pursuit of HappYness became a New Yo...
ListenCorporate Taxes - What They Mean to You from 2021-04-29T17:16:59
What will new, higher corporate taxes mean for retirees and the economy?
No matter where you are on taxes, no one likes to think of them going higher. That’s why they’re important to talk about...
IRAs , Taxes, and Retirement Savings with Ed Slott from 2021-04-26T21:02
Ed Slott is a nationally recognized IRA distribution specialist, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax...
ListenThe Power of Rising Stock Dividends from 2021-04-22T19:34
Wes talks about an unassuming force when it comes to investing - Stock Dividends. If there’s ever a concept in investing to remember, it’s this one. They don’t often make the flashy headlines, but ...
ListenGretchen Rubin on Money and Happiness from 2021-04-19T15:15:15
Gretchen Rubin is one of today’s most influential and thought-provoking observers of happiness and human nature. She’s known for her ability to distill and convey complex ideas with humor and clari...
ListenClark Howard on Saving More and Retiring Early from 2021-04-15T12:08
Wes sits down with consumer advocate, radio and podcast host, and best-selling author, Clark Howard to discuss his childhood, interest and background in the financial world, his journey from a stru...
ListenThe 4 Percent Rule of Thumb for Happy Retirees from 2021-04-12T13:46
Today we’re talking about one of the most important rules you can learn and understand as you plan for retirement. The 4% Rule is an indicator for retirees to determine how to utilize your savings ...
ListenKat Cole on Grit and Controlling Your Income from 2021-04-08T16:02
Today we are joined by Kat Cole, former President and COO of North America for Focus Brands which owns famous companies such as Auntie Anne’s Pretzels, Cinnabon, McAlister’s Deli, Moe’s Southwest G...
ListenDavid Bach on Moving Overseas from 2021-04-05T14:30
David Bach is one of America's most trusted financial experts and a 10x New York Times best-selling author. In this episode of Retire Sooner, you will hear the fascinating and true story of David m...
ListenDavid Bach on Moving Overseas from 2021-04-05T14:30
David Bach is one of America's most trusted financial experts and a 10x New York Times best-selling author. In this episode of Retire Sooner, you will hear the fascinating and true story of David m...
ListenThe 5 Secrets of The Happiest Retirees from 2021-04-02T03:08
We all want to be happy. Why wouldn’t we? As an Investment Advisor, I help people recognize and work towards achieving their financial goals. I love it. But today I want to zoom out to the big pict...
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