Retire Sooner with Wes Moss cover art

All Episodes

Retire Sooner with Wes Moss — 323 episodes

#
Title
1

Forget the K-Shaped Economy: The E-Shaped Economy, AI, and Retirement Planning

2

Can You Retire Sooner? Mortgages, Rental Income, Investing & Retirement Risks

3

Rapid-Fire Retirement Q&A: Roths, College Savings, Bonds, and More

4

Stock Market All-Time Highs: What Could They Mean for Your Retirement?

5

How to Retire Sooner: The Rule of 55, 4% Rule, Roth Conversions, and the Keys to a Happier Retirement

6

When Should You Claim Social Security? Plus Mortgage and College Planning

7

Retirement Planning: The Retire Sooner Method, Sleep & Smart Money Strategies

8

How to Build a Happy Retirement: The 5-Step Retire Sooner Method, Roth Conversions & Retirement Planning

9

What Makes Retirement Fulfilling? Friendships, Investing, and Financial Planning

10

The Retire Sooner Method: The Research Behind a Happier, More Fulfilling Retirement

11

Target-Date Funds, Retirement Income & 401(k)s: Listener Questions Answered

12

Clark Howard Joins Wes Moss to Take On Your Toughest Retirement Questions

13

The Ultimate Dividend of Retirement: Freedom, Flexibility, and Financial Planning

14

What the Happiest Retirees Do Differently: Insights from The Retire Sooner Method

15

When and How to Help Adult Children: Roth Conversions, Social Security & Retirement Planning Topics

16

Retirement Curveballs: Early Retirement, Taxes, and Market Volatility

17

What Does a Fiduciary Advisor Really Do? Taxes, Retirement Income & Investing Explained

18

Clark Howard Joins Wes Moss to Talk Roth Strategies, Taxes, and Retirement

19

Are AI and Job Fears Overblown? What the Data Shows

20

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

21

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

22

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

23

Lump Sum vs Pension, Dividends & Market Risks Explained

24

Retirement Is Evolving—Are You Keeping Up?

25

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

26

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

27

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

28

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

29

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

30

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

31

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

32

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

33

The Middle Class Debate And Today’s Retirement Planning Landscape

34

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

35

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

36

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

37

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

38

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

39

Roth Conversions and Withdrawal Frameworks: Retirement Income Planning

40

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

41

Your Guide to Today’s Highly Searched Retirement Questions

42

Retirement Catalysts: The Moments That Can Shift Your Financial Future

43

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

44

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

45

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

46

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

47

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

48

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

49

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

50

Retirement Planning Insights, TSP Education, and Family Money Conversations

51

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

52

5 Investing Pillars & Tax Tips for Retirement Planning

53

Maximize Retirement Income & Plan for Early Financial Freedom

54

Balancing Stability and Growth in Today’s Retirement Landscape

55

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

56

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

57

Balanced Investing, Roth Conversions & Estate Planning Strategies

58

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

59

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

60

What If Everything You Knew About Retirement Was Wrong?

61

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

62

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

63

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

64

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

65

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

66

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

67

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

68

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

69

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

70

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

71

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

72

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

73

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

74

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

75

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

76

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

77

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

78

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

79

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

80

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

81

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

82

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

83

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

84

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

85

More Foundational Principles For A Happy Retirement + Listener Questions

86

10 Market Challenges For Investors To Watch In 2025

87

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

88

FOMO Free Investing

89

Riding The Age Wave with Maddy Dychtwald

90

What Makes A Good Life?

91

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

92

Retire Without Regrets: A Harvard Business Review Longitudinal Study

93

Revolutionize Your Retirement with Dr. Dorian Mintzer

94

5 Reasons I'm Bullish On The United States

95

Thriving Beyond 50 With Will Harlow

96

3 Lessons For Investors: What Would John Bogle Do?

97

Decoding Market Psychology with Dr. Daniel Crosby

98

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

99

Caring For Caretakers with Elizabeth Miller

100

Defending Core Investment Principles

101

The Secret to Happy Aging With Alan Castel

102

Foundational Investment Principles of the Retire Sooner Community

103

Retire Sooner Pajama Party

104

How To Handle A Market Selloff

105

The Scientific Significance Of Fun With Mike Rucker

106

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

107

Parkour and Pickleball: Tips on Active Aging with Erin Eleuterio

108

Revisiting Three Investing Keys to Help Retirees Sleep Well at Night

109

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

110

5 Common Mistakes To Avoid When Retiring Early

111

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

112

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

113

How To Stay Young As We Age with Doctor Dawn Carr

114

Investing At Market All-Time Highs

115

The Millionaire Mission with Brian Preston

116

A 6% Withdrawal Rate: Crazy or Possible?

117

Finding Hope with Chan Hellman

118

Answering Your Top Retirement Questions: Part 2

119

Tweaking Your Anxiety Settings with Dr. John Delony

120

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

121

Financial Freedom For Expats with Edd and Cynthia Staton

122

The Dog Chasing Tail Investment Strategy

123

How To Strengthen The Aging Brain with Dr. Nicole Byers

124

My Favorite Lessons From The Psychology Of Money: Part Two

125

12 Reasons Why Life Gets Better With Age with Chip Conley

126

Lessons From The Psychology Of Money: Part One

127

TED Talks and Infectious Generosity With Chris Anderson

128

Three Investing Keys to Help Retirees Sleep Well at Night

129

Reinventing Yourself In Retirement With Steve Tarr

130

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

131

Navigating the ABCs and D of Medicare with Mary Beth Franklin

132

Will Nick Saban Be A Happy Retiree?

133

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

134

2024 Outlook: A Whole New World

135

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

136

Happy Holidays From The Retire Sooner Team

137

A Gold Medal for Positivity with Scott Hamilton

138

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

139

Protecting Your Finances with Amy Nofziger

140

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

141

The Age Wave with Ken Dychtwald

142

Revisiting Five Financial Secrets Of The Happiest Retirees

143

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

144

Life Catalysts Along Your Retirement Journey

145

The Shred Method with Adam Carroll: Part 2

146

Wes Answers Listener Questions

147

A Monopoly on Financial Literacy with Adam Carroll: Part 1

148

Unretirement—Three Reasons Retirees Are Returning To Work

149

The Happiest Retirees with Ryan Doolittle

150

Good Returns Come to Those Who Wait

151

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

152

Why We Believe The 4 Percent Rule Is Here To Stay

153

Revisiting The Art of Slowing Down Your Life with Carl Honore

154

Driving Through The Smoke: Participation vs. Perfection

155

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

156

Unlocking the Lessons of Blue Zones with Dan Buettner

157

How To Find and Achieve What You Want With Jennice Vilhauer

158

Revisiting 5 Reasons To Retire Sooner

159

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

160

A Retire Sooner Podcast Announcement

161

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

162

Wes's 10 Favorite Lessons From Retire Sooner Podcast Guests

163

How To Have Difficult, Yet Productive Conversations With Douglas Stone

164

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

165

Navigating Financial Conflict In Marriage With Tracy Coenen

166

The Guide To Inflation For Investors: The Wilting Dollar

167

DARE to Discover Your Purpose with George Jerjian

168

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

169

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

170

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

171

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

172

The Real Problem with Banks

173

The Good Life Method With Paul Blaschko

174

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

175

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

176

Revisiting How To Find Your Core Pursuits

177

A Random Walk Down Wall Street With Burton Malkiel

178

One Small Change To Make A $2 Million Difference

179

The Importance Of Structure In Retirement with Steve Lopez

180

Pain AND Progress For Longterm Investors

181

Falling In Love With Dividends

182

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

183

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

184

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

185

An Investor's Outlook for 2023

186

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

187

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

188

Demographics Is Your Retirement Destiny! (And Probably Pickleball)

189

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

190

How To Find Your Core Pursuits with Mallory Boggs

191

One Trick To Change Your Relationship With Money From Ken Honda

192

Setting A Goal Of Income For Life

193

Instilling Financial Literacy In Younger Generations with Dan Sheeks

194

Five Financial Secrets Of The Happiest Retirees

195

The Importance of Community with Jan Cullinane

196

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

197

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

198

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

199

Prioritizing Your Finances and The FIRE Movement with Sam Dogen

200

What Is The Fed Doing With The Market?

201

Thriving In Life And Retirement with Patrice Jenkins

202

The 4% Plus Rule Explained

203

Understanding Different Generations with Chris De Santis

204

Exploring Second-Act Careers with Nancy Collamer

205

2022 Is A Tough Year For The Market

206

Finding Fitness At 80 Years Old with Jim Owen

207

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

208

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

209

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

210

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

211

Living A Life Filled With Travel with Don George

212

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

213

How To Survive A Bear Market

214

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

215

Improving Your Communication with Celeste Headlee

216

A Handbook To Building Your Bucket List with Ben Nemtin

217

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

218

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

219

The Violence of Market Recoveries: 30 For 30

220

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

221

Maximizing Your Happiness and Fulfillment and with Raj Raghunathan

222

Women, Finance, and Retirement Planning with Kristin Curcio

223

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

224

Is There Relief For Investors From Brutal Markets In 2022?

225

Identifying Your Philanthropic Pursuits and Giving Back with Maggie Doyne

226

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

227

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

228

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

229

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

230

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

231

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

232

The Great Wealth Transfer with Dan Abramowitz and Joel Dean

233

Maximizing Technology For Seniors with Trish Lopez

234

What To Know As Housing Costs Surge

235

The Correlation Between Aging and Happiness with Laura Carstensen

236

Answering Listener Questions And Understanding Yield At Cost

237

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

238

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

239

The Benefits of Yoga Beyond the Mat with Carol Krucoff

240

Positioning Your Investment Portfolio for Inflation

241

A Guide to Proactive Tax Planning with Taylor Schulte

242

Breaking Down The Dry Powder Principle

243

The Art of Slowing Down Your Life with Carl Honoré

244

Russia Vs. Ukraine Vs. Your Retirement

245

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

246

Retire Sooner Listeners Q&A with Wes Moss

247

Wes Moss Returns With New Episodes To Help You Retire Sooner

248

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

249

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

250

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

251

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

252

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

253

New Podcasts Coming Soon

254

Short-term Rental Properties and Happy Retirements with Brynne Simms

255

Clarifying Closed-End Funds with Eddie Goepp

256

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

257

The Three Pillars of Life with Mitch Reiner

258

A Financial Planning Guide For Retirees with Kristin Curcio

259

Polishing Your Investment Approach With Robert Sanders

260

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

261

A Retire Sooner Podcast Announcement

262

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

263

The Details Behind What The Happiest Retirees Know

264

Exposing The Financial Challenges Of Military Service Members with Lacey Langford

265

​​Your Top Retirement Questions Answered

266

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

267

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

268

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

269

Rethinking Your Balanced Portfolio Allocation

270

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

271

Investing Mistakes To Avoid

272

Selecting Your Ideal Retirement Location with Gilen Chan and Gene Preudhomme

273

Five Reasons to Retire Sooner

274

Leaving Wealth To The Next Generation with Steve Goodman

275

The Power Of Understanding Averages in the Stock Market

276

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

277

The “I Quit” Job Economy Revealed

278

Exploring the Realities of Aging vs. Cognitive Decline

279

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

280

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

281

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

282

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

283

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

284

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

285

The Financial Market Bubble That Burst Japan’s Economy

286

Answering Your Questions with Wes Moss

287

Managing Finances and Communication as a Couple

288

Understanding the Framework of Medicare with Mary Beth Franklin

289

Loss Aversion: Combatting The Difficulties Of Investing

290

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

291

Examining the Housing Market and the Best Places To Live

292

Exposing the Misconceptions of Wealth Building with Jean Chatzky

293

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

294

Changing Your Money Behavior with Leisa Peterson

295

The Social Habits of the Happiest Retirees

296

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

297

The Retirement Grey Zone - Finding Your Second Career After Retirement

298

The Link Between Aging and Longevity in Retirement with Andrew Steele

299

The Three-Headed Monster That Investors Face Today

300

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

301

The Importance of Rational Optimism for Investors

302

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

303

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

304

Making Smart Decisions with Your Money with Jill Schlesinger

305

The Path to Becoming a Millionaire Next Door

306

Preparing for a Happy Retirement as a Caregiver with Richard Eisenberg

307

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

308

Maximizing Social Security with Mary Beth Franklin

309

8 Habits Happy Retirees Avoid

310

Building Exceptional Relationships with Carole Robin

311

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

312

Carrie Schwab-Pomerantz on Planning for Retirement

313

Inflation - How Do You Protect Yourself?

314

Chris Gardner on Pursuing Happiness and Your Dreams

315

Corporate Taxes - What They Mean to You

316

IRAs , Taxes, and Retirement Savings with Ed Slott

317

The Power of Rising Stock Dividends

318

Gretchen Rubin on Money and Happiness

319

Clark Howard on Saving More and Retiring Early

320

The 4 Percent Rule of Thumb for Happy Retirees

321

Kat Cole on Grit and Controlling Your Income

322

David Bach on Moving Overseas

323

The 5 Secrets of The Happiest Retirees