Retire Sooner with Wes Moss
Episodes
The Dog Chasing Tail Investment Strategy
04 Apr 2024
Contributed by Lukas
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 sh...
How To Strengthen The Aging Brain with Dr. Nicole Byers
28 Mar 2024
Contributed by Lukas
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. Shou...
My Favorite Lessons From The Psychology Of Money: Part Two
21 Mar 2024
Contributed by Lukas
In part two of Wes’ favorite takeaways from Morgan Housel’s bestselling book, The Psychology of Money, he teams up with Producer Mallory to discus...
12 Reasons Why Life Gets Better With Age with Chip Conley
14 Mar 2024
Contributed by Lukas
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. Bu...
Lessons From The Psychology Of Money: Part One
07 Mar 2024
Contributed by Lukas
On today’s episode, Wes is joined by producer Mallory for part one of their discussion about the biggest takeaways from Morgan Housel’s bestsellin...
TED Talks and Infectious Generosity With Chris Anderson
29 Feb 2024
Contributed by Lukas
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...
Three Investing Keys to Help Retirees Sleep Well at Night
22 Feb 2024
Contributed by Lukas
On today’s episode, we ponder the question, “Can money buy happiness?” The answer might surprise listeners, and Wes borrows the words of best-se...
Reinventing Yourself In Retirement With Steve Tarr
15 Feb 2024
Contributed by Lukas
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 ...
What Retirees Need To Know About A New Bull Market And The Hidden Strength Dividends
08 Feb 2024
Contributed by Lukas
Capital Investments Advisors Wealth Analyst Jeff Lloyd joins Wes to discuss the excitement around the market finally recouping its 2022 losses and for...
Navigating the ABCs and D of Medicare with Mary Beth Franklin
01 Feb 2024
Contributed by Lukas
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 Med...
Will Nick Saban Be A Happy Retiree?
25 Jan 2024
Contributed by Lukas
On today’s episode of Retire Sooner, Wes welcomes Happiest Retirees podcast host Ryan Doolittle to discuss college football legend Nick Saban’s...
How Retirees Can Optimize Their Social Security Benefits with Mary Beth Franklin
18 Jan 2024
Contributed by Lukas
Social Security can be an essential stream of income for retirees on a fixed income. Unfortunately, the seemingly endless rules and regulations can ov...
2024 Outlook: A Whole New World
11 Jan 2024
Contributed by Lukas
In today’s episode of the Retire Sooner podcast, Wes is joined by Capital Investment Advisors Co-Chief Investment Officer Connor Miller. They disc...
Dave Ramsey Says You Can Withdraw 8% From Your Retirement Portfolio
04 Jan 2024
Contributed by Lukas
Anyone in the Retire Sooner family knows how passionate Wes is about the 4 Percent Rule—William Bengen’s rule of thumb that originally discover...
Happy Holidays From The Retire Sooner Team
21 Dec 2023
Contributed by Lukas
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 an...
A Gold Medal for Positivity with Scott Hamilton
14 Dec 2023
Contributed by Lukas
Arguably the most recognized male figure skater in the world, Scott Hamilton has won seventy titles, awards, and honors, including an Emmy nomination,...
How To Stay A Millionaire, And Other Lessons from The Millionaire Next Door
07 Dec 2023
Contributed by Lukas
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 a...
Protecting Your Finances with Amy Nofziger
30 Nov 2023
Contributed by Lukas
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 su...
Revisiting One Trick To Change Your Relationship With Money From Ken Honda
23 Nov 2023
Contributed by Lukas
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 ...
The Age Wave with Ken Dychtwald
16 Nov 2023
Contributed by Lukas
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 ne...
Revisiting Five Financial Secrets Of The Happiest Retirees
09 Nov 2023
Contributed by Lukas
Although numerous habits make up the structure of a happy retiree, financial habits play a large part in creating the fulfilling retirement you’ve a...
Unretirement, Purpose, and a Paycheck—How Older Workers Can Create a Stronger and More Vibrant Economy with Chris Farrell
02 Nov 2023
Contributed by Lukas
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 repo...
Life Catalysts Along Your Retirement Journey
26 Oct 2023
Contributed by Lukas
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,...
The Shred Method with Adam Carroll: Part 2
19 Oct 2023
Contributed by Lukas
How do banks calculate the amount due on your monthly mortgage payment? Here’s a hint: it’s not based on an intrinsic desire to benefit you. Banks...
Wes Answers Listener Questions
12 Oct 2023
Contributed by Lukas
On today’s show, Wes takes some time to answer listener questions. He covers the different phases of retirement, the pros and cons of keeping more t...
A Monopoly on Financial Literacy with Adam Carroll: Part 1
05 Oct 2023
Contributed by Lukas
Imagine playing Monopoly with actual money. Adam Carroll put $10,000 cash on the board and made his kids roll the dice. He wanted them to learn money'...
Unretirement—Three Reasons Retirees Are Returning To Work
28 Sep 2023
Contributed by Lukas
Today, Wes wades into the concept of Unretirement. Multiple studies suggest that some Americans return to work six months or a year after retiring. ...
The Happiest Retirees with Ryan Doolittle
21 Sep 2023
Contributed by Lukas
On today’s episode, Wes sits down with Ryan Doolittle, host of the Retire Sooner Team’s brand new podcast: Happiest Retirees. Ryan tells Wes tha...
Good Returns Come to Those Who Wait
14 Sep 2023
Contributed by Lukas
On today’s show, Wes talks about what Warren Buffett called the “rising tide.” Wes feels the bad news about higher interest rates is good news f...
Revisiting The Unvarnished Truth Of What Humans Really Want With Seth Stephens-Davidowitz
07 Sep 2023
Contributed by Lukas
What does your digital footprint say about what you want? Data scientist, author of best-seller "Everybody Lies," and speaker Seth Stephens-Davidowitz...
Why We Believe The 4 Percent Rule Is Here To Stay
31 Aug 2023
Contributed by Lukas
Suze Orman recently called the 4 Percent Rule “very dangerous” and said, “It doesn’t work anymore.” In today’s episode, Wes joins forces w...
Revisiting The Art of Slowing Down Your Life with Carl Honore
24 Aug 2023
Contributed by Lukas
We’re revisiting a listener favorite this week that was originally released in March of 2022. The Retire Sooner Team believes this message from Carl...
Driving Through The Smoke: Participation vs. Perfection
17 Aug 2023
Contributed by Lukas
In this episode of Retire Sooner, Wes conveys his dismay at the abundance of scary headlines bombarding Americans these days. With unsettling bylines ...
Revisiting Farm-aceuticals And How Food Impacts Health with Dr. William Li
10 Aug 2023
Contributed by Lukas
Medicines help to treat illness within the body, but what if we replaced filling a prescription with filling our bags at the farmer’s market with fo...
Unlocking the Lessons of Blue Zones with Dan Buettner
03 Aug 2023
Contributed by Lukas
Today on Retire Sooner, Wes Moss revisits one of his favorite interviews from his radio show, Money Matters. He talked about Blue Zones - areas in the...
How To Find and Achieve What You Want With Jennice Vilhauer
27 Jul 2023
Contributed by Lukas
For a lot of people, what they want and what they expect can be two very different things. This may include those in their 30s and 40s who want to be ...
Revisiting 5 Reasons To Retire Sooner
20 Jul 2023
Contributed by Lukas
Today on Retire Sooner, we're revisiting one of our most popular topics of the year: five reasons why someone may want to retire as soon as they can! ...
Talking Real Estate With One Of The Top Agents In The Country, Bonneau Ansley
13 Jul 2023
Contributed by Lukas
One of the top real estate agents in the US, best-selling author, entrepreneur, and Georgia Bulldog, Bonneau Ansley does it all. On Retire Sooner, he ...
A Retire Sooner Podcast Announcement
06 Jul 2023
Contributed by Lukas
The Retire Sooner Team is taking a break this week to celebrate the Independence Day holiday. Next week Wes will be talking real estate with one of th...
How Neuroscience Proves The Importance of Making & Maintaining Personal Connections With Michael Platt
29 Jun 2023
Contributed by Lukas
In the field of neuroscience, it’s easy to ask questions. This week's Retire Sooner guest, Michael Platt, is known for developing innovative ways to...
Wes's 10 Favorite Lessons From Retire Sooner Podcast Guests
22 Jun 2023
Contributed by Lukas
On this special episode of Retire Sooner, Wes Moss shares ten of his favorite lessons learned from previous Retire Sooner podcast guests! He recaps to...
How To Have Difficult, Yet Productive Conversations With Douglas Stone
15 Jun 2023
Contributed by Lukas
In difficult conversations, do you notice you or your conversant trying to "win" the discussion instead of listening to each other's perspectives? Tod...
12 Lessons For Investors From Matthew McConaughey's 2015 Graduation Speech
08 Jun 2023
Contributed by Lukas
A-list actor Matthew McConaughey is not only a beloved American talent, but an excellent speaker. His 2015 speech to University of Texas graduates is ...
Navigating Financial Conflict In Marriage With Tracy Coenen
01 Jun 2023
Contributed by Lukas
If there's ever a concern about whether a partner is financially cheating or fudging the numbers on finances, you better hope Tracy Coenen is busy doi...
The Guide To Inflation For Investors: The Wilting Dollar
25 May 2023
Contributed by Lukas
Do the dollars in your wallet seem to be wilting as prices increase? In this episode, Wes Moss and Retire Sooner producer Mallory Boggs discuss the wo...
DARE to Discover Your Purpose with George Jerjian
18 May 2023
Contributed by Lukas
Discover. Assimilate. Rewire. Expand. These are the four tenets of George Jerijan's DARE Method™ of teaching retirees to embrace passion, prosperity...
Key Takeaways from AIR: The Story of Nike and Michael Jordan
11 May 2023
Contributed by Lukas
In today's episode, Wes Moss shares his watch experience of the film Air with Retire Sooner producer, Mallory Boggs. Air is the new movie directed...
Money Scripts and Understanding Our Subconscious Beliefs Around Finances with Ted Klontz
04 May 2023
Contributed by Lukas
Do you know why you make the financial decisions you do? On today's Retire Sooner episode, associate professor of Practice and Financial Psychology at...
Why Economic Forecasts Are Irrelevant To Investors (The Warren Buffett Mindset)
27 Apr 2023
Contributed by Lukas
Why might famed businessman and investor Warren Buffett respond, “I don’t care,” when asked about a recession? Today on Retire Sooner, Wes Moss ...
How To Communicate About Finances Before and During Marriage with Aaron Thomas
20 Apr 2023
Contributed by Lukas
Today on Retire Sooner, Wes Moss sits down with the three-time winner of Atlanta’s Best Divorce Attorney, Aaron Thomas, also the founder of Prenups...
The Real Problem with Banks
13 Apr 2023
Contributed by Lukas
In the aftermath of two big banks collapsing, it's no surprise that some investors may feel uneasy about the state of their retirement savings. In thi...
The Good Life Method With Paul Blaschko
06 Apr 2023
Contributed by Lukas
What do economists and philosophers have in common? It’s not a trick question, but rather a debatable topic that Wes Moss and today’s guest, Paul ...
The Millionaire Next Door & Richer Than A Millionaire with Bill Danko
30 Mar 2023
Contributed by Lukas
There are seven fundamental habits that many self-made millionaires have in common, and today’s guest best-selling co-author of "The Millionaire Nex...
The Unvarnished Truth Of What Humans Really Want With Seth Stephens-Davidowitz
23 Mar 2023
Contributed by Lukas
What does your digital footprint say about what you want? Data scientist, author of best-seller "Everybody Lies," and speaker Seth Stephens-Davidowitz...
Revisiting How To Find Your Core Pursuits
16 Mar 2023
Contributed by Lukas
Purpose + passion + fun = core pursuits! When it comes to living a happy retirement, the more passions a retiree has, the better. But, on the other ha...
A Random Walk Down Wall Street With Burton Malkiel
09 Mar 2023
Contributed by Lukas
The finance industry has innovated exponentially in recent decades, but are there some innovations that investors find more helpful than others? In th...
One Small Change To Make A $2 Million Difference
02 Mar 2023
Contributed by Lukas
In this episode, Wes and Retire Sooner producer Mallory Boggs go over Warren Buffett's "secret sauce" published in the Berkshire Hathaway 2022 Year In...
The Importance Of Structure In Retirement with Steve Lopez
23 Feb 2023
Contributed by Lukas
If Hollywood made a movie about your life, who would they cast to play you? Today's Retire Sooner guest is Los Angeles Times columnist and four-time P...
Pain AND Progress For Longterm Investors
16 Feb 2023
Contributed by Lukas
Can there be progress without pain? The last 50 years have been a rollercoaster in the financial world and the world at large. In this episode, Wes gi...
Falling In Love With Dividends
09 Feb 2023
Contributed by Lukas
This Valentine's Day, let's talk about something near and dear to Wes's heart: Dividends! What does it take to be wealthy in America? In this episode,...
What Widows Need To Know About Their Financial Future with Kathleen Rehl
02 Feb 2023
Contributed by Lukas
In this episode, guest Kathleen Rehl shares her expertise and experience with widowdom. Widely featured writer and author of the multi-award-winning b...
5 Retirement Tips To Help You Retire Even Sooner (Plus Where To Find 96 More Tips)
26 Jan 2023
Contributed by Lukas
Find out what helps Wes sleep well at night! In this episode, Wes and Retire Sooner producer Mallory Boggs offer some of their top tips for retirement...
Revisiting Why Happiness Is Not Necessarily The Best Goal with Emily Esfahani Smith
19 Jan 2023
Contributed by Lukas
In this podcast episode, Wes is joined by Emily Esfahani Smith, she is the author of the book, ”The Power of Meaning”, and she delivered a TED tal...
An Investor's Outlook for 2023
12 Jan 2023
Contributed by Lukas
Is your new year resolution to retire a little sooner? If so, this episode might be for you. In today's episode, Wes Moss and Retire Sooner podcast pr...
Building Bigger Pockets with Real Estate Investing and Smart Money Moves with Mindy Jensen
05 Jan 2023
Contributed by Lukas
If you live in a great home, why move out of it into a lesser one? Currently working on her eleventh flip, Mindy Jensen is a mom, works her day job at...
Ideas On How To Spend Your New-Found Time In Retirement with Mike Bellah
22 Dec 2022
Contributed by Lukas
Is money really the greatest need for retirement, or is there something more important to start with that we should all consider? In this episode, Wes...
Demographics Is Your Retirement Destiny! (And Probably Pickleball)
15 Dec 2022
Contributed by Lukas
Tune in to this episode as Wes Moss uncovers why demographics play an impactful role in shaping your retirement destiny along with his review of popul...
How To Have A Fun Conversation About The Hard Topic Of Finances with Emily Guy Birken and Joe Saul-Sehy
08 Dec 2022
Contributed by Lukas
What happens when you introduce humor into a serious conversation surrounding finances? You’ll have to listen to find out! In this episode, Wes is j...
How To Find Your Core Pursuits with Mallory Boggs
01 Dec 2022
Contributed by Lukas
Once a financial foundation is built, it’s time for the most important part of the retirement equation; discovering your core pursuits. Whether you ...
One Trick To Change Your Relationship With Money From Ken Honda
24 Nov 2022
Contributed by Lukas
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 ...
Setting A Goal Of Income For Life
17 Nov 2022
Contributed by Lukas
Humans encounter numerous fears throughout their lifetime. Some of those fears include public speaking, being locked in an unknown space, and even the...
Instilling Financial Literacy In Younger Generations with Dan Sheeks
10 Nov 2022
Contributed by Lukas
Financial literacy is the blueprint to building financial success for the younger generation. In general, that could lead to earning your children ear...
Five Financial Secrets Of The Happiest Retirees
03 Nov 2022
Contributed by Lukas
Although numerous habits make up the structure of a happy retiree, financial habits play a large part in creating the fulfilling retirement you’ve a...
The Importance of Community with Jan Cullinane
27 Oct 2022
Contributed by Lukas
A sense of belonging, support, and accountability; these benefits come with joining a community. In this episode of Retire Sooner, Wes sits down with ...
The Perils of Market Timing: Missing The Best Days In The Market
20 Oct 2022
Contributed by Lukas
Tune in as Wes Moss discusses the investment math, data, and history that could make a major difference in your early retirement plans. Listen as Wes ...
"Purpose Is A Verb" and Seeking Meaning in Life with Richard Leider
13 Oct 2022
Contributed by Lukas
What's the secret to unlocking your best life yet? Finding your purpose. To aid us in doing so, we sought out internationally bestselling author, coac...
3 Keys Investors Can Use to Help Them Sleep Well at Night (SWAN) In Bear Markets
06 Oct 2022
Contributed by Lukas
You'd have to go back to 1937 to find a worse year for a 50% stock/ 50% bond portfolio. 2022 has been a challenging year for some investors as consume...
Prioritizing Your Finances and The FIRE Movement with Sam Dogen
29 Sep 2022
Contributed by Lukas
Financial chaos can catch us off guard, but we can combat this unforeseen challenge through knowledge and being prepared in advance. To help we’ve c...
What Is The Fed Doing With The Market?
22 Sep 2022
Contributed by Lukas
As investors, we should train and remind ourselves to focus on the value of companies as opposed to the value of their stocks. Ultimately, doing so ca...
Thriving In Life And Retirement with Patrice Jenkins
15 Sep 2022
Contributed by Lukas
Your dreams shouldn’t have an expiration date, even in retirement. In this episode, Wes sits down with Patrice Jenkins, Ph.D., an organizational psy...
The 4% Plus Rule Explained
08 Sep 2022
Contributed by Lukas
Inflation has many investors questioning financial planning and spending decisions, including those making arrangements for a happy retirement. One fr...
Understanding Different Generations with Chris De Santis
01 Sep 2022
Contributed by Lukas
Each generation is different. In fact, some generations are so hard-wired and hardcoded with their own values, that they may overlook the views of oth...
Exploring Second-Act Careers with Nancy Collamer
25 Aug 2022
Contributed by Lukas
So you’ve retired. What comes next? Many retirees find themselves lingering within the retirement grey zone as they make their full transition into ...
2022 Is A Tough Year For The Market
18 Aug 2022
Contributed by Lukas
2022 has not been an ideal year for some investors. Tune in to today's episode as Wes Moss explains what considerations to make. Wes walks through how...
Finding Fitness At 80 Years Old with Jim Owen
11 Aug 2022
Contributed by Lukas
What if we told you aging like fine wine and fitness go hand in hand? While some seek to kickstart their fitness journey when faced with health issues...
Are We In A Recession Or Not In 2022? And Why It Shouldn’t Matter For Investors.
04 Aug 2022
Contributed by Lukas
A daunting question has been lingering in the minds of many U.S. investors - Are we in a recession in 2022? Tune in as Wes tackles this question and m...
Pinpointing Your Anxiety and Getting A Head Start On A Happy Retirement with Dr. Gail Saltz
28 Jul 2022
Contributed by Lukas
Many of us experience anxiety. It’s normal to feel it before a big test, speaking in public, competing in a sporting event, and so on. Though a litt...
Strengthening Social Connections and Discovering Attunement with Ted Brodkin and Ashley Pallathra
21 Jul 2022
Contributed by Lukas
Have you ever finished a conversation and immediately realized you didn’t remember anything the other person said? Do you sometimes feel as though y...
What It Means To Live Life In Your Truth And With Integrity with Martha Beck
14 Jul 2022
Contributed by Lukas
There’s a difference between living the life you think you should live and living a life you want to live. When we follow numerous social norms we c...
Living A Life Filled With Travel with Don George
07 Jul 2022
Contributed by Lukas
Taking a trip every once in a while is good for the soul, but have you ever thought about what a life full of traveling experiences could do? Don Geor...
Leading By Trust And Inspiration with Stephen M. R. Covey
30 Jun 2022
Contributed by Lukas
There are many qualities that a leader should possess. A good leader has empathy, integrity, and confidence, as well as two important qualities; trust...
How To Survive A Bear Market
27 Jun 2022
Contributed by Lukas
The year has gotten off to a rough start, leaving many nervous about what to do with their finances when markets are down, The Fed is raising rates, a...
The Importance Of Maintaining Your Mental Health with Dr. Gregory Scott Brown
23 Jun 2022
Contributed by Lukas
While our physical health is extremely important, people often overlook exercising their mind. Mental health is the driving force behind the decisions...
Improving Your Communication with Celeste Headlee
20 Jun 2022
Contributed by Lukas
As human beings, communication is our superpower. Having a conversation can lead to stress relief, the absorption of new information, and personal con...
A Handbook To Building Your Bucket List with Ben Nemtin
16 Jun 2022
Contributed by Lukas
If you had $10,000,000 and the ability to do anything you wanted before you died, what would it be? Star in a television show? Play basketball with th...
The Economic Battle Between The US PGA And Saudi Arabia's LIV
13 Jun 2022
Contributed by Lukas
In this episode, Wes Moss talks about a top core pursuit that many happy retirees enjoy, golf. He covers the current controversy of why the US PGA is ...
Why You Should Never Put Travel On Hold with Mike and Anne Howard
09 Jun 2022
Contributed by Lukas
Traveling is inspiring, exciting, and takes us out of our comfort zone. As funny as it sounds, there are numerous benefits to hopping on a plane to a ...
The Violence of Market Recoveries: 30 For 30
06 Jun 2022
Contributed by Lukas
Wes dives into the history of stock market recoveries and the DNA behind them during this episode. Wes explains bear markets and recovering markets al...
The Power of Meditation and How To Get Started with Sharon Salzberg
02 Jun 2022
Contributed by Lukas
There are numerous benefits to practicing meditation and mindfulness. Some may even say that it helps to relieve stress and pain, enhance the connecti...
Maximizing Your Happiness and Fulfillment and with Raj Raghunathan
26 May 2022
Contributed by Lukas
What impact do your judgments and decisions have on your happiness and fulfillment? Award-winning professor, blogger, author, and teacher of a success...