Retire Sooner with Wes Moss
Episodes
Women, Finance, and Retirement Planning with Kristin Curcio
23 May 2022
Contributed by Lukas
When it comes to finances and investing, we've found that women tend to take a backseat in decision-making while their husband or partner does all of ...
It’s Time To Plan Your Next Trip with Pauline Frommer
19 May 2022
Contributed by Lukas
People continuously postpone traveling because they presume that the “perfect time” will come, but what if we told you the best time to travel is ...
Is There Relief For Investors From Brutal Markets In 2022?
16 May 2022
Contributed by Lukas
The start of 2022 has led the market into a rough patch. As many of us feel the pain of market volatility, we can’t help but wonder if there’s any...
Identifying Your Philanthropic Pursuits and Giving Back with Maggie Doyne
12 May 2022
Contributed by Lukas
Wes is joined by Maggie Doyne, philanthropist, author, Founder of BlinkNow, and 2015’s CNN Hero of the Year Award recipient, to address discovering ...
How To Be A Happy Retiree: Reviewing The Money And Happiness Quiz with Mallory Boggs
09 May 2022
Contributed by Lukas
Wes Moss sits down with Retire Sooner Podcast Producer, Mallory Boggs, to review the newly updated Money and Happiness Quiz; a short, online quiz desi...
Farm-aceuticals And How Food Impacts Health with Dr. William Li
05 May 2022
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...
Money and Lifestyle Habits of the Happiest Retirees Part 2 (Lifestyle Habits)
02 May 2022
Contributed by Lukas
Knowing the fundamental habits of happy retirees can be beneficial. In fact, if we implement those habits into our own lives, we can also become some ...
Giving To Others And Finding Your Marginal Propensity For Happiness with Mitch Albom
28 Apr 2022
Contributed by Lukas
Internationally renowned and best-selling author, journalist, screenwriter, playwright, radio and television broadcaster and musician, Mitch Albom, jo...
Money and Lifestyle Habits of the Happiest Retirees Part 1 (Money Habits)
25 Apr 2022
Contributed by Lukas
In part one of this two-part podcast, Wes Moss compiles research from his latest book “What The Happiest Retirees Know," to provide listeners with a...
Divorce 101: The Complexities, Motives, and Impact on Happiness with Meredith Shirey
21 Apr 2022
Contributed by Lukas
Divorce rates have doubled for those aged 50 and over since 1990, and tripled for those 65 and over. It’s shocking to think what once seemed like yo...
The Great Wealth Transfer with Dan Abramowitz and Joel Dean
18 Apr 2022
Contributed by Lukas
Dan Abramowitz and Joel Dean join this episode of Retire Sooner to talk through The Great Wealth Transfer. Dan Abramowitz is a Regional Business Devel...
Maximizing Technology For Seniors with Trish Lopez
14 Apr 2022
Contributed by Lukas
Technology is constantly evolving, but for older generations this can be scary and seeking help can feel paralyzing. In this episode, Wes sits down wi...
What To Know As Housing Costs Surge
11 Apr 2022
Contributed by Lukas
We've all heard about housing prices increasing dramatically over the past few years. Several new factors are not only increasing housing prices but i...
The Correlation Between Aging and Happiness with Laura Carstensen
07 Apr 2022
Contributed by Lukas
As humans, happiness is important to us all. There are numerous variables that dial into what generates this emotion, but does happiness mimic our gro...
Answering Listener Questions And Understanding Yield At Cost
04 Apr 2022
Contributed by Lukas
Wes Moss responds to listener questions and talks through the concept of yield at cost during this episode. He also provides examples of dividend grow...
Planning For The Second Half of Retirement and Senior Living with Matt Del Vecchio
31 Mar 2022
Contributed by Lukas
Reaching retirement is one thing, but what happens when you bring aging into the equation? Though it’s a difficult conversation to have, both with a...
Traveling In Retirement and Creating Cash Flow From Dividends To Supplement Your Lifestyle
28 Mar 2022
Contributed by Lukas
Traveling is back in high gear post-pandemic. Airports are busy and postponed trips are finally taking place as the economy shifts back to normalcy. T...
The Benefits of Yoga Beyond the Mat with Carol Krucoff
24 Mar 2022
Contributed by Lukas
If you’re still searching for your core pursuit, this episode may be all the inspiration you need! Award-Winning Journalist, Yoga Therapist, and Fit...
Positioning Your Investment Portfolio for Inflation
21 Mar 2022
Contributed by Lukas
Airline tickets have increased, gasoline has skyrocketed, and even the price of milk has shot up. The entire world is on edge with even the smallest m...
A Guide to Proactive Tax Planning with Taylor Schulte
17 Mar 2022
Contributed by Lukas
We all know tax season comes at the same time every year, yet many of us still show up unprepared. Little do we know our secret weapon is to proactive...
Breaking Down The Dry Powder Principle
14 Mar 2022
Contributed by Lukas
Market corrections and downturns are inevitable. Although this is something we can’t avoid, there’s power in utilizing the Dry Powder Principle to...
The Art of Slowing Down Your Life with Carl Honoré
10 Mar 2022
Contributed by Lukas
Our world is built on speed. From our lives to the stock market, even retirement, we aim to tackle every task as quickly as possible; but when is it t...
Russia Vs. Ukraine Vs. Your Retirement
07 Mar 2022
Contributed by Lukas
We’ve all seen the headlines recently — #BidensWar, #StockMarketCrash, and so on. From a pandemic to a slower moving crisis, the current state of ...
The Realities of Inherited Wealth and The Importance of Legacy with David York
03 Mar 2022
Contributed by Lukas
Is inherited wealth a powerful tool or a destructive one? Though inherited wealth sounds effortless, there is more to successfully transferring this w...
Retire Sooner Listeners Q&A with Wes Moss
28 Feb 2022
Contributed by Lukas
Wes Moss returns as your host to tackle questions provided by members of the Retire Sooner Facebook Group in this episode. Wes provides insight on que...
Wes Moss Returns With New Episodes To Help You Retire Sooner
07 Feb 2022
Contributed by Lukas
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 upcom...
Real Estate Investing for Retirees: Where To Start, Steps To Take and What Success Looks Like with Tom Moore
31 Jan 2022
Contributed by Lukas
We encourage happy retirees to think of income as a river, not a reservoir, and advocate having multiple sources of income to generate financial stabi...
Why It’s Important to Have a Retirement Backup Plan with Dan Abramowitz
24 Jan 2022
Contributed by Lukas
Retirement planning is necessary for creating a successful life after work. However, life throws us curve balls that are sometimes out of our control ...
The Evolution of Investing, Trading, and Technology with Matt Reiner
17 Jan 2022
Contributed by Lukas
Investors can utilize technology to manage money faster, smarter, and easier; but how did we get here? Founder of Benjamin and Managing Partner at Cap...
The Impact of Inflation and What It Means for Retirees with Ryan Ely
10 Jan 2022
Contributed by Lukas
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...
New Year’s Predictions for Investors and Retirees with Robert Sanders
03 Jan 2022
Contributed by Lukas
We’re back after the holidays with Partner and Chief Investment Officer at Capital Investment Advisors, Robert Sanders. In this episode, Robert shar...
New Podcasts Coming Soon
27 Dec 2021
Contributed by Lukas
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 epis...
Short-term Rental Properties and Happy Retirements with Brynne Simms
20 Dec 2021
Contributed by Lukas
In this podcast episode, Brynne Simms shares how to set expectations to seek and manage rental properties during retirement, along with sharing her jo...
Clarifying Closed-End Funds with Eddie Goepp
13 Dec 2021
Contributed by Lukas
This episode features Eddie Goepp, CFP®, Investment Advisor at Capital Investment Advisors. Eddie talks through the closed-end funds investment model...
Understanding ESGs and Talking Faith-based Investing Vs. Sin Stock Investing with Joel Dean
06 Dec 2021
Contributed by Lukas
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...
The Three Pillars of Life with Mitch Reiner
29 Nov 2021
Contributed by Lukas
In this episode, Mallory Boggs is joined by Mitch Reiner, CFP®, CIMA®, Managing Partner and Senior Investment Advisor at Capital Investment Advisors...
A Financial Planning Guide For Retirees with Kristin Curcio
22 Nov 2021
Contributed by Lukas
In this podcast episode, Mallory Boggs sits down with a member of the Retire Sooner team and Investment Advisor at Capital Investment Advisors, Kristi...
Polishing Your Investment Approach With Robert Sanders
15 Nov 2021
Contributed by Lukas
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...
Why Happiness Is Not Necessarily The Best Goal with Emily Esfahani Smith
08 Nov 2021
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...
A Retire Sooner Podcast Announcement
04 Nov 2021
Contributed by Lukas
This podcast is an incredible labor of love from our team as we strive to help our listeners retire sooner. I'm so grateful to all of you for listenin...
Behind The Scenes Of The FIRE Movement, Gaining Financial Independence, and Retiring Early with Katie Oelker
01 Nov 2021
Contributed by Lukas
In this episode of Retire Sooner, Wes sits down with Financial Advisor turned Financial Coach, Freelance Writer, and young FIRE Advocate, Katie Oelker...
The Details Behind What The Happiest Retirees Know
28 Oct 2021
Contributed by Lukas
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 ...
Exposing The Financial Challenges Of Military Service Members with Lacey Langford
25 Oct 2021
Contributed by Lukas
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 f...
Your Top Retirement Questions Answered
21 Oct 2021
Contributed by Lukas
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...
Starting A Podcast, Writing A Book and Thoughts on Early Retirement with Joe Saul-Sehy
18 Oct 2021
Contributed by Lukas
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 a...
Income Investing: The Process, The Approach, and The Reward
14 Oct 2021
Contributed by Lukas
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...
The Financial Rollercoaster Associated with Living Lavish In Los Angeles with Bob Wheeler
11 Oct 2021
Contributed by Lukas
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 area...
Rethinking Your Balanced Portfolio Allocation
07 Oct 2021
Contributed by Lukas
In this podcast episode, Wes urges listeners to rethink investment percentages for their balanced portfolio. He discusses how the traditional 60/40 po...
How Traveling With Purpose Can Give Life A New Meaning with Joe Cortez
04 Oct 2021
Contributed by Lukas
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 podcas...
Investing Mistakes To Avoid
30 Sep 2021
Contributed by Lukas
In this podcast episode, Wes reveals common investing mistakes to avoid. He also talks through upcoming podcast episodes, explains his experience in t...
Selecting Your Ideal Retirement Location with Gilen Chan and Gene Preudhomme
27 Sep 2021
Contributed by Lukas
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 answe...
Five Reasons to Retire Sooner
23 Sep 2021
Contributed by Lukas
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 t...
Leaving Wealth To The Next Generation with Steve Goodman
20 Sep 2021
Contributed by Lukas
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...
The Power Of Understanding Averages in the Stock Market
16 Sep 2021
Contributed by Lukas
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...
Transitioning Into Retirement Alongside Your Spouse with Louis H. Primavera, PhD
13 Sep 2021
Contributed by Lukas
Everyone seeks a smooth transition into retirement. Although it’s important to have a successful adjustment individually, including your spouse in t...
The “I Quit” Job Economy Revealed
09 Sep 2021
Contributed by Lukas
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. becau...
Exploring the Realities of Aging vs. Cognitive Decline
06 Sep 2021
Contributed by Lukas
In this episode, Wes sits down with Ann Germany, an expert from The Arbor Company. Ann dives into key traits in normal aging versus cognitive decline ...
The Do’s and Don'ts of the Happiest Retirees Part 2
02 Sep 2021
Contributed by Lukas
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...
The Shawshank Paradox, the Retirement Grey Zone, and Transitioning Into Happy Retirement
30 Aug 2021
Contributed by Lukas
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...
The Do's And Don'ts Of The Happiest Retirees - Part 1
27 Aug 2021
Contributed by Lukas
What separates the happy retirees from the unhappy retirees? It’s not just one habit, but multiple habits that happy retirees implement throughout t...
The Balance Between Living Your Life and Being Thrifty with Joel Larsgaard
23 Aug 2021
Contributed by Lukas
Saving and budgeting your money is important to your financial success, both before and after retirement. Although saving comes with restrictions, it’...
Paying For Mom's Assisted Living; Sell The House, Rent It, Or Use The IRA?
19 Aug 2021
Contributed by Lukas
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 signific...
The Financial Plight of Child Stars and Examining the #FreeBritney Movement with Jason Minor
16 Aug 2021
Contributed by Lukas
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 fo...
The Financial Market Bubble That Burst Japan’s Economy
13 Aug 2021
Contributed by Lukas
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 s...
Answering Your Questions with Wes Moss
09 Aug 2021
Contributed by Lukas
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 t...
Managing Finances and Communication as a Couple
05 Aug 2021
Contributed by Lukas
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 ...
Understanding the Framework of Medicare with Mary Beth Franklin
02 Aug 2021
Contributed by Lukas
Income streams and social security benefits are important aspects of retirement, but it’s important to also consider another critical factor: Medica...
Loss Aversion: Combatting The Difficulties Of Investing
29 Jul 2021
Contributed by Lukas
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 ab...
The Link Between Life Transitions And A Happy Retirement with Nancy Schlossberg
26 Jul 2021
Contributed by Lukas
Life transitions can be exciting and challenging. Throughout our lives, we experience many changes and shifts that will impact our outlook on things. ...
Examining the Housing Market and the Best Places To Live
22 Jul 2021
Contributed by Lukas
Should you stay? Should you go? Should you rent? Everyone wants to know! Real estate prices fluctuate constantly, making it challenging to predict whe...
Exposing the Misconceptions of Wealth Building with Jean Chatzky
19 Jul 2021
Contributed by Lukas
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...
Perfection vs. Participation: The Quest for Timing Investments in the Stock Market
15 Jul 2021
Contributed by Lukas
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 ...
Changing Your Money Behavior with Leisa Peterson
12 Jul 2021
Contributed by Lukas
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 ou...
The Social Habits of the Happiest Retirees
08 Jul 2021
Contributed by Lukas
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....
Wealth Creation in America and Utilizing a Financial Advisor with Brian Preston
05 Jul 2021
Contributed by Lukas
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 slo...
The Retirement Grey Zone - Finding Your Second Career After Retirement
01 Jul 2021
Contributed by Lukas
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 ...
The Link Between Aging and Longevity in Retirement with Andrew Steele
28 Jun 2021
Contributed by Lukas
Just because you’re getting older doesn’t mean that you should stop your efforts for longevity. After all, planning for a happy retirement includ...
The Three-Headed Monster That Investors Face Today
24 Jun 2021
Contributed by Lukas
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 reco...
The Four Stages of Retirement with Louis H. Primavera, PhD.
21 Jun 2021
Contributed by Lukas
Studies have found that as many as 40% of retirees have difficulty adjusting, and even those who claim to enjoy retirement may experience some uneasin...
The Importance of Rational Optimism for Investors
17 Jun 2021
Contributed by Lukas
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 c...
Why Lifelong Learning Is Important, Even As An Adult with Tom Vanderbilt
14 Jun 2021
Contributed by Lukas
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 s...
How Conservatively Do I Need To Invest As I Get Older? The 15/50 Stock Rule
10 Jun 2021
Contributed by Lukas
Lately we’ve been inundated with news of people becoming millionaires overnight. 2021 has been the year of the ‘meme’ stock and this phenomenon ...
Making Smart Decisions with Your Money with Jill Schlesinger
07 Jun 2021
Contributed by Lukas
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...
The Path to Becoming a Millionaire Next Door
03 Jun 2021
Contributed by Lukas
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 ...
Preparing for a Happy Retirement as a Caregiver with Richard Eisenberg
01 Jun 2021
Contributed by Lukas
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 othe...
How to Win the Emotional Battle of Long-Term Investing - The Dry Powder Principle
27 May 2021
Contributed by Lukas
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 typicall...
Maximizing Social Security with Mary Beth Franklin
24 May 2021
Contributed by Lukas
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...
8 Habits Happy Retirees Avoid
20 May 2021
Contributed by Lukas
Retirement is one of the most exciting goals to strive for. All of your hard work saving and investing has paid off, and now you’re living the good ...
Building Exceptional Relationships with Carole Robin
17 May 2021
Contributed by Lukas
Time and time again research has proven that healthy interpersonal relationships are the key to happiness. So why do so many people get relationships ...
Can ‘Old’ Stocks Ever Beat ‘New’ Stocks?
13 May 2021
Contributed by Lukas
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...
Carrie Schwab-Pomerantz on Planning for Retirement
10 May 2021
Contributed by Lukas
Carrie Schwab-Pomerantz, CFP®, is the daughter of Charles Schwab and a leading advocate for financial literacy. She has devoted her career to helping...
Inflation - How Do You Protect Yourself?
06 May 2021
Contributed by Lukas
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...
Chris Gardner on Pursuing Happiness and Your Dreams
03 May 2021
Contributed by Lukas
Today’s episode features international best-selling author, entrepreneur, single parent, speaker, and philanthropist Chris Gardner. Gardner’s auto...
Corporate Taxes - What They Mean to You
29 Apr 2021
Contributed by Lukas
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....
IRAs , Taxes, and Retirement Savings with Ed Slott
26 Apr 2021
Contributed by Lukas
Ed Slott is a nationally recognized IRA distribution specialist, professional speaker, television personality, and best-selling author. He is known fo...
The Power of Rising Stock Dividends
22 Apr 2021
Contributed by Lukas
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 on...
Gretchen Rubin on Money and Happiness
19 Apr 2021
Contributed by Lukas
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 di...
Clark Howard on Saving More and Retiring Early
15 Apr 2021
Contributed by Lukas
Wes sits down with consumer advocate, radio and podcast host, and best-selling author, Clark Howard to discuss his childhood, interest and background ...
The 4 Percent Rule of Thumb for Happy Retirees
12 Apr 2021
Contributed by Lukas
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 r...
Kat Cole on Grit and Controlling Your Income
08 Apr 2021
Contributed by Lukas
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 Pretze...