Retire Sooner with Wes Moss cover art

All Episodes

Retire Sooner with Wes Moss — 305 episodes

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Title
1

Are AI and Job Fears Overblown? What the Data Shows

2

Retirement Planning Reset: Retirement Confidence, Roth Strategies, Fiduciary Standards & Income Planning Context

3

What Drives a Fulfilling Retirement? Income Strategy, Location, and Purpose

4

Where Should You Live in Retirement? (And How to Pay for It)

5

Lump Sum vs Pension, Dividends & Market Risks Explained

6

Retirement Is Evolving—Are You Keeping Up?

7

Clark Howard Joins Wes Moss: Navigating Market Volatility, Inflation, and Retirement Planning

8

Retirement Planning in Volatile Markets: Inflation, Oil Prices, AI, and Portfolio Strategy

9

Retirement Planning in a Changing Market: U.S. vs. International Stocks, the Rich Ratio, and Long-Term Investing Decisions

10

Behind on Retirement Savings? Roth 401(k), Rule of 55 & Investment Decisions Explained

11

Inflation, Record Market Highs, and Early Retirement: What Investors Should Consider

12

From Roth Rules to Small Caps: Today’s Headlines and Your Retirement Strategy

13

Inflation Is Back: Markets, Portfolios, and Retirement Trade-Offs

14

When Markets Get Loud: A Clear Look at Retirement Planning Choices

15

The Middle Class Debate And Today’s Retirement Planning Landscape

16

Big Stocks, Small Caps, and Investor Behavior: What Today’s Markets Reveal

17

Clark Howard Joins Retire Sooner to Break Down Buffett, Markets, and 2026 Themes

18

Retirement Planning, Investing Trade-Offs, and Household Risk Explained

19

Inside the Research: Happiness, Jobs Data, and Retirement Questions

20

Healthcare, Social Security, and Rate Cuts: Retirement Planning in Today’s Economy

21

Roth Conversions and Withdrawal Frameworks: Retirement Income Planning

22

The Saver-to-Spender Shift: Behavioral Drivers of Thoughtful Retirement Planning

23

Your Guide to Today’s Highly Searched Retirement Questions

24

Retirement Catalysts: The Moments That Can Shift Your Financial Future

25

Planning Clarity: Family Support, Tax Rules, and the Workforce of Tomorrow

26

Retirement Planning Insights: Housing Market, Investment Decisions, and Life Purpose After 50

27

COLA Updates, AI, and Diversification: Mapping the Modern Retirement Landscape

28

Clark Howard Joins Wes Moss to Discuss Market Context, Investor Behavior, and Retirement Trends

29

How Private Equity, 401(k) Changes, and Emerging Trends May Be Reshaping Retirement Planning

30

From “Set” to “Settled”: Finding Confidence and Calm in Your Financial Life | Retire Sooner Podcast

31

The American Dream Reset: Retirement Costs, Inflation, and Savings Strategies

32

Retirement Planning Insights, TSP Education, and Family Money Conversations

33

Fed Actions, 72(t) Rules, and Investment Strategies: Retirement Planning Made Clear

34

5 Investing Pillars & Tax Tips for Retirement Planning

35

Maximize Retirement Income & Plan for Early Financial Freedom

36

Balancing Stability and Growth in Today’s Retirement Landscape

37

Social Security, Taxes, REITs, and More: Exploring Key Retirement Planning Topics

38

From Asset Allocation to Market Trends: Tools for Thoughtful Retirement Planning

39

Balanced Investing, Roth Conversions & Estate Planning Strategies

40

Retirement Catch-Up Strategies, Social Security Timing & Essential Planning Insights

41

Are You Richer Than You Think? Retirement Benchmarks and Planning Insights

42

What If Everything You Knew About Retirement Was Wrong?

43

What Every Retiree Needs to Know About Social Security, Trusts, and Retirement Withdrawals

44

Roth Rules, Pension Puzzles, and Real Retirement Stories: Your Questions Answered

45

From FOMO to Focused: Retirement Strategies for Market Volatility and Asset Allocation

46

Keys to Early Retirement: Rule 72(t), New Research, Investing Insights, and Lasting Happiness

47

Are Earnings Everything? Plus More Strategies To Boost Long-Term Investing and Retirement Planning

48

From Gold to Growth: Long-Term Retirement Planning in Uncertain Times

49

10 Essential Steps to Retire Sooner: Spending Strategies, Tax Tips, and Listener Questions

50

Are You Too Passive? Rethinking Index Funds, Roth Tactics, and Retirement Timing

51

ETF or Index Fund? Retirement or Brokerage? Wes Moss Unpacks Strategic Moves for Early Retirement

52

Should You Still Buy a Home? + 5 Financial Planning Essentials You Can’t Ignore

53

Fear, the VIX, And The Bungee Market Of 2025: Why Staying Invested Still Wins

54

Bear Market Retirement Guide: Investment Strategies, Tax Moves, Vacation Decisions, Timing, And Understanding Portfolio Benchmarks

55

Don't Miss The Market Rebound: Invest Through Tariff Volatility, Absorb The Mappiness Project, and Answer Listener Questions

56

Retire with Confidence: Tackle Inflation, Family Planning, and Staying Calm in a Noisy Market

57

Maximize Your Retirement: 4% vs. 5% Withdrawal Rate, Inflation, Social Security, and Market Timing Explained

58

Supercharge Your Retirement Savings and Outsmart Risk with These Game-Changing Strategies

59

American Army of Productivity: How to Overcome Tariff Fears and Secure Your Financial Future

60

Retire Sooner, Retire Smarter: 6 Costly Mistakes to Avoid for Financial Freedom

61

10 Habits of the Happiest Retirees: Smart Money Moves & Fulfilling Lifestyles

62

How Much Do You Need To Retire? Break It Down And Fill The Gap

63

Millionaire Mindset Unlocked: Hard Work, Thoughtful Investing, and Bogle’s Playbook Might Fast-Track Your Retirement

64

Lump Sum Or Pension? Crack the 6% Code + Market Highs & Retirement Power Moves

65

5 Powerful Portfolio Diversification Strategies to Reduce Market Anxiety + The Army Of American Productivity

66

It's Never Too Late To Start Saving For Retirement + Q&A

67

More Foundational Principles For A Happy Retirement + Listener Questions

68

10 Market Challenges For Investors To Watch In 2025

69

5 Keys To Be a Successful Investor and Listener Q&A

70

FOMO Free Investing

71

Riding The Age Wave with Maddy Dychtwald

72

What Makes A Good Life?

73

How To Squeeze The Most Juice Out Of Retirement With Dr. Riley Moynes

74

Retire Without Regrets: A Harvard Business Review Longitudinal Study

75

Revolutionize Your Retirement with Dr. Dorian Mintzer

76

5 Reasons I'm Bullish On The United States

77

Thriving Beyond 50 With Will Harlow

78

3 Lessons For Investors: What Would John Bogle Do?

79

Decoding Market Psychology with Dr. Daniel Crosby

80

How the Fed's Rate Cut Could Impact Income Investors + A Deep Dive into Income Investing Strategy

81

Caring For Caretakers with Elizabeth Miller

82

Defending Core Investment Principles

83

The Secret to Happy Aging With Alan Castel

84

Foundational Investment Principles of the Retire Sooner Community

85

Retire Sooner Pajama Party

86

How To Handle A Market Selloff

87

The Scientific Significance Of Fun With Mike Rucker

88

Revisiting How To Stay A Millionaire, And Other Lessons from The Millionaire Next Door

89

Parkour and Pickleball: Tips on Active Aging with Erin Eleuterio

90

Revisiting Three Investing Keys to Help Retirees Sleep Well at Night

91

Spending Our Anxieties: The Motivations Of Financial Decision-Making With Christine Moriarty

92

5 Common Mistakes To Avoid When Retiring Early

93

From Rejection To Financial Freedom: The Minority Mindset With Jaspreet Singh

94

You May Be Able To Retire One (Or Five) Years Sooner

95

How To Stay Young As We Age with Doctor Dawn Carr

96

Investing At Market All-Time Highs

97

The Millionaire Mission with Brian Preston

98

A 6% Withdrawal Rate: Crazy or Possible?

99

Finding Hope with Chan Hellman

100

Answering Your Top Retirement Questions: Part 2

101

Tweaking Your Anxiety Settings with Dr. John Delony

102

Retire Sooner Conference Part One: Are You Pushing A Mower Or Riding A John Deere Lawn Tractor?

103

Financial Freedom For Expats with Edd and Cynthia Staton

104

The Dog Chasing Tail Investment Strategy

105

How To Strengthen The Aging Brain with Dr. Nicole Byers

106

My Favorite Lessons From The Psychology Of Money: Part Two

107

12 Reasons Why Life Gets Better With Age with Chip Conley

108

Lessons From The Psychology Of Money: Part One

109

TED Talks and Infectious Generosity With Chris Anderson

110

Three Investing Keys to Help Retirees Sleep Well at Night

111

Reinventing Yourself In Retirement With Steve Tarr

112

What Retirees Need To Know About A New Bull Market And The Hidden Strength Dividends

113

Navigating the ABCs and D of Medicare with Mary Beth Franklin

114

Will Nick Saban Be A Happy Retiree?

115

How Retirees Can Optimize Their Social Security Benefits with Mary Beth Franklin

116

2024 Outlook: A Whole New World

117

Dave Ramsey Says You Can Withdraw 8% From Your Retirement Portfolio

118

Happy Holidays From The Retire Sooner Team

119

A Gold Medal for Positivity with Scott Hamilton

120

How To Stay A Millionaire, And Other Lessons from The Millionaire Next Door

121

Protecting Your Finances with Amy Nofziger

122

Revisiting One Trick To Change Your Relationship With Money From Ken Honda

123

The Age Wave with Ken Dychtwald

124

Revisiting Five Financial Secrets Of The Happiest Retirees

125

Unretirement, Purpose, and a Paycheck—How Older Workers Can Create a Stronger and More Vibrant Economy with Chris Farrell

126

Life Catalysts Along Your Retirement Journey

127

The Shred Method with Adam Carroll: Part 2

128

Wes Answers Listener Questions

129

A Monopoly on Financial Literacy with Adam Carroll: Part 1

130

Unretirement—Three Reasons Retirees Are Returning To Work

131

The Happiest Retirees with Ryan Doolittle

132

Good Returns Come to Those Who Wait

133

Revisiting The Unvarnished Truth Of What Humans Really Want With Seth Stephens-Davidowitz

134

Why We Believe The 4 Percent Rule Is Here To Stay

135

Revisiting The Art of Slowing Down Your Life with Carl Honore

136

Driving Through The Smoke: Participation vs. Perfection

137

Revisiting Farm-aceuticals And How Food Impacts Health with Dr. William Li

138

Unlocking the Lessons of Blue Zones with Dan Buettner

139

How To Find and Achieve What You Want With Jennice Vilhauer

140

Revisiting 5 Reasons To Retire Sooner

141

Talking Real Estate With One Of The Top Agents In The Country, Bonneau Ansley

142

A Retire Sooner Podcast Announcement

143

How Neuroscience Proves The Importance of Making & Maintaining Personal Connections With Michael Platt

144

Wes's 10 Favorite Lessons From Retire Sooner Podcast Guests

145

How To Have Difficult, Yet Productive Conversations With Douglas Stone

146

12 Lessons For Investors From Matthew McConaughey's 2015 Graduation Speech

147

Navigating Financial Conflict In Marriage With Tracy Coenen

148

The Guide To Inflation For Investors: The Wilting Dollar

149

DARE to Discover Your Purpose with George Jerjian

150

Key Takeaways from AIR: The Story of Nike and Michael Jordan

151

Money Scripts and Understanding Our Subconscious Beliefs Around Finances with Ted Klontz

152

Why Economic Forecasts Are Irrelevant To Investors (The Warren Buffett Mindset)

153

How To Communicate About Finances Before and During Marriage with Aaron Thomas

154

The Real Problem with Banks

155

The Good Life Method With Paul Blaschko

156

The Millionaire Next Door & Richer Than A Millionaire with Bill Danko

157

The Unvarnished Truth Of What Humans Really Want With Seth Stephens-Davidowitz

158

Revisiting How To Find Your Core Pursuits

159

A Random Walk Down Wall Street With Burton Malkiel

160

One Small Change To Make A $2 Million Difference

161

The Importance Of Structure In Retirement with Steve Lopez

162

Pain AND Progress For Longterm Investors

163

Falling In Love With Dividends

164

What Widows Need To Know About Their Financial Future with Kathleen Rehl

165

5 Retirement Tips To Help You Retire Even Sooner (Plus Where To Find 96 More Tips)

166

Revisiting Why Happiness Is Not Necessarily The Best Goal with Emily Esfahani Smith

167

An Investor's Outlook for 2023

168

Building Bigger Pockets with Real Estate Investing and Smart Money Moves with Mindy Jensen

169

Ideas On How To Spend Your New-Found Time In Retirement with Mike Bellah

170

Demographics Is Your Retirement Destiny! (And Probably Pickleball)

171

How To Have A Fun Conversation About The Hard Topic Of Finances with Emily Guy Birken and Joe Saul-Sehy

172

How To Find Your Core Pursuits with Mallory Boggs

173

One Trick To Change Your Relationship With Money From Ken Honda

174

Setting A Goal Of Income For Life

175

Instilling Financial Literacy In Younger Generations with Dan Sheeks

176

Five Financial Secrets Of The Happiest Retirees

177

The Importance of Community with Jan Cullinane

178

The Perils of Market Timing: Missing The Best Days In The Market

179

"Purpose Is A Verb" and Seeking Meaning in Life with Richard Leider

180

3 Keys Investors Can Use to Help Them Sleep Well at Night (SWAN) In Bear Markets

181

Prioritizing Your Finances and The FIRE Movement with Sam Dogen

182

What Is The Fed Doing With The Market?

183

Thriving In Life And Retirement with Patrice Jenkins

184

The 4% Plus Rule Explained

185

Understanding Different Generations with Chris De Santis

186

Exploring Second-Act Careers with Nancy Collamer

187

2022 Is A Tough Year For The Market

188

Finding Fitness At 80 Years Old with Jim Owen

189

Are We In A Recession Or Not In 2022? And Why It Shouldn’t Matter For Investors.

190

Pinpointing Your Anxiety and Getting A Head Start On A Happy Retirement with Dr. Gail Saltz

191

Strengthening Social Connections and Discovering Attunement with Ted Brodkin and Ashley Pallathra

192

What It Means To Live Life In Your Truth And With Integrity with Martha Beck

193

Living A Life Filled With Travel with Don George

194

Leading By Trust And Inspiration with Stephen M. R. Covey

195

How To Survive A Bear Market

196

The Importance Of Maintaining Your Mental Health with Dr. Gregory Scott Brown

197

Improving Your Communication with Celeste Headlee

198

A Handbook To Building Your Bucket List with Ben Nemtin

199

The Economic Battle Between The US PGA And Saudi Arabia's LIV

200

Why You Should Never Put Travel On Hold with Mike and Anne Howard

201

The Violence of Market Recoveries: 30 For 30

202

The Power of Meditation and How To Get Started with Sharon Salzberg

203

Maximizing Your Happiness and Fulfillment and with Raj Raghunathan

204

Women, Finance, and Retirement Planning with Kristin Curcio

205

It’s Time To Plan Your Next Trip with Pauline Frommer

206

Is There Relief For Investors From Brutal Markets In 2022?

207

Identifying Your Philanthropic Pursuits and Giving Back with Maggie Doyne

208

How To Be A Happy Retiree: Reviewing The Money And Happiness Quiz with Mallory Boggs

209

Farm-aceuticals And How Food Impacts Health with Dr. William Li

210

Money and Lifestyle Habits of the Happiest Retirees Part 2 (Lifestyle Habits)

211

Giving To Others And Finding Your Marginal Propensity For Happiness with Mitch Albom

212

Money and Lifestyle Habits of the Happiest Retirees Part 1 (Money Habits)

213

Divorce 101: The Complexities, Motives, and Impact on Happiness with Meredith Shirey

214

The Great Wealth Transfer with Dan Abramowitz and Joel Dean

215

Maximizing Technology For Seniors with Trish Lopez

216

What To Know As Housing Costs Surge

217

The Correlation Between Aging and Happiness with Laura Carstensen

218

Answering Listener Questions And Understanding Yield At Cost

219

Planning For The Second Half of Retirement and Senior Living with Matt Del Vecchio

220

Traveling In Retirement and Creating Cash Flow From Dividends To Supplement Your Lifestyle

221

The Benefits of Yoga Beyond the Mat with Carol Krucoff

222

Positioning Your Investment Portfolio for Inflation

223

A Guide to Proactive Tax Planning with Taylor Schulte

224

Breaking Down The Dry Powder Principle

225

The Art of Slowing Down Your Life with Carl Honoré

226

Russia Vs. Ukraine Vs. Your Retirement

227

The Realities of Inherited Wealth and The Importance of Legacy with David York

228

Retire Sooner Listeners Q&A with Wes Moss

229

Wes Moss Returns With New Episodes To Help You Retire Sooner

230

Real Estate Investing for Retirees: Where To Start, Steps To Take and What Success Looks Like with Tom Moore

231

Why It’s Important to Have a Retirement Backup Plan with Dan Abramowitz

232

The Evolution of Investing, Trading, and Technology with Matt Reiner

233

The Impact of Inflation and What It Means for Retirees with Ryan Ely

234

New Year’s Predictions for Investors and Retirees with Robert Sanders

235

New Podcasts Coming Soon

236

Short-term Rental Properties and Happy Retirements with Brynne Simms

237

Clarifying Closed-End Funds with Eddie Goepp

238

Understanding ESGs and Talking Faith-based Investing Vs. Sin Stock Investing with Joel Dean

239

The Three Pillars of Life with Mitch Reiner

240

A Financial Planning Guide For Retirees with Kristin Curcio

241

Polishing Your Investment Approach With Robert Sanders

242

Why Happiness Is Not Necessarily The Best Goal with Emily Esfahani Smith

243

A Retire Sooner Podcast Announcement

244

Behind The Scenes Of The FIRE Movement, Gaining Financial Independence, and Retiring Early with Katie Oelker

245

The Details Behind What The Happiest Retirees Know

246

Exposing The Financial Challenges Of Military Service Members with Lacey Langford

247

​​Your Top Retirement Questions Answered

248

​​Starting A Podcast, Writing A Book and Thoughts on Early Retirement with Joe Saul-Sehy

249

Income Investing: The Process, The Approach, and The Reward

250

The Financial Rollercoaster Associated with Living Lavish In Los Angeles with Bob Wheeler

251

Rethinking Your Balanced Portfolio Allocation

252

How Traveling With Purpose Can Give Life A New Meaning with Joe Cortez

253

Investing Mistakes To Avoid

254

Selecting Your Ideal Retirement Location with Gilen Chan and Gene Preudhomme

255

Five Reasons to Retire Sooner

256

Leaving Wealth To The Next Generation with Steve Goodman

257

The Power Of Understanding Averages in the Stock Market

258

Transitioning Into Retirement Alongside Your Spouse with Louis H. Primavera, PhD

259

The “I Quit” Job Economy Revealed

260

Exploring the Realities of Aging vs. Cognitive Decline

261

The Do’s and Don'ts of the Happiest Retirees Part 2

262

The Shawshank Paradox, the Retirement Grey Zone, and Transitioning Into Happy Retirement

263

The Do's And Don'ts Of The Happiest Retirees - Part 1

264

The Balance Between Living Your Life and Being Thrifty with Joel Larsgaard

265

Paying For Mom's Assisted Living; Sell The House, Rent It, Or Use The IRA?

266

The Financial Plight of Child Stars and Examining the #FreeBritney Movement with Jason Minor

267

The Financial Market Bubble That Burst Japan’s Economy

268

Answering Your Questions with Wes Moss

269

Managing Finances and Communication as a Couple

270

Understanding the Framework of Medicare with Mary Beth Franklin

271

Loss Aversion: Combatting The Difficulties Of Investing

272

The Link Between Life Transitions And A Happy Retirement with Nancy Schlossberg

273

Examining the Housing Market and the Best Places To Live

274

Exposing the Misconceptions of Wealth Building with Jean Chatzky

275

Perfection vs. Participation: The Quest for Timing Investments in the Stock Market

276

Changing Your Money Behavior with Leisa Peterson

277

The Social Habits of the Happiest Retirees

278

Wealth Creation in America and Utilizing a Financial Advisor with Brian Preston

279

The Retirement Grey Zone - Finding Your Second Career After Retirement

280

The Link Between Aging and Longevity in Retirement with Andrew Steele

281

The Three-Headed Monster That Investors Face Today

282

The Four Stages of Retirement with Louis H. Primavera, PhD.

283

The Importance of Rational Optimism for Investors

284

Why Lifelong Learning Is Important, Even As An Adult with Tom Vanderbilt

285

How Conservatively Do I Need To Invest As I Get Older? The 15/50 Stock Rule

286

Making Smart Decisions with Your Money with Jill Schlesinger

287

The Path to Becoming a Millionaire Next Door

288

Preparing for a Happy Retirement as a Caregiver with Richard Eisenberg

289

How to Win the Emotional Battle of Long-Term Investing - The Dry Powder Principle

290

Maximizing Social Security with Mary Beth Franklin

291

8 Habits Happy Retirees Avoid

292

Building Exceptional Relationships with Carole Robin

293

Can ‘Old’ Stocks Ever Beat ‘New’ Stocks?

294

Carrie Schwab-Pomerantz on Planning for Retirement

295

Inflation - How Do You Protect Yourself?

296

Chris Gardner on Pursuing Happiness and Your Dreams

297

Corporate Taxes - What They Mean to You

298

IRAs , Taxes, and Retirement Savings with Ed Slott

299

The Power of Rising Stock Dividends

300

Gretchen Rubin on Money and Happiness

301

Clark Howard on Saving More and Retiring Early

302

The 4 Percent Rule of Thumb for Happy Retirees

303

Kat Cole on Grit and Controlling Your Income

304

David Bach on Moving Overseas

305

The 5 Secrets of The Happiest Retirees