66 episodes

Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an investment advisor, Wes brings in guests and specialists to teach you how to set and work towards your financial and lifestyle objectives. Refreshingly-free of mind-numbing financial jargon and unrealistic money goals, Retire Sooner with Wes Moss gives listeners the tools on how to retire sooner in the real world.

Retire Sooner with Wes Moss Wes Moss

    • Business
    • 4.5 • 245 Ratings

Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an investment advisor, Wes brings in guests and specialists to teach you how to set and work towards your financial and lifestyle objectives. Refreshingly-free of mind-numbing financial jargon and unrealistic money goals, Retire Sooner with Wes Moss gives listeners the tools on how to retire sooner in the real world.

    A Financial Planning Guide For Retirees with Kristin Curcio

    A Financial Planning Guide For Retirees with Kristin Curcio

    In this podcast episode, Mallory Boggs sits down with a member of the Retire Sooner team and Investment Advisor at Capital Investment Advisors, Kristin Curcio. Kristin provides her tips, insights, and expertise regarding financial planning and how these plans impact your retirement.
    She also explains the importance of budgeting, how much money you should have in your emergency fund, and discusses penalties for early withdrawals. Listen in to also hear tips and details around estate, will, and trust planning.
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    • 35 min
    Polishing Your Investment Approach With Robert Sanders

    Polishing Your Investment Approach With Robert Sanders

    In this first episode of season two of Retire Sooner, Mallory Boggs sits down with Robert Sanders from the Retire Sooner Team. Robert is a Partner and Chief Investment Officer at Capital Investment Advisors.
    Robert explains what it takes when deciding what you want to invest in. He also defines his role at Capital Investment Advisors (CIA), simplifies the macro level of investing, reveals the ideal goal for clients at CIA, talks through discovering companies to invest in, why style consistency is essential when investing, and why it’s important to align your investment goals with your beliefs.
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    • 26 min
    Why Happiness Is Not Necessarily The Best Goal with Emily Esfahani Smith

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

    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 talk called “There’s More to Life Than Being Happy”. Emily introduces her approach to finding meaning in life which she argues is more important than happiness. She suggests everyone examine and strengthen 4 pillars in their life: belonging, purpose, transcendence, and storytelling. She also shares how growing up in Sufism impacted her study of this philosophy, the rising tide of despair the world faces today, and how we can all find ways to enjoy a full and meaningful life. 
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    • 45 min
    A Retire Sooner Podcast Announcement

    A Retire Sooner Podcast Announcement

    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 listening, and I’m excited for our next episode coming out on November 8th with Emily Esfahani Smith.
    Every day since the pandemic began, I have been on the air, coaching people through the economic roller coaster. During that time, I've also written and published a new book, and I've worked consistently to create the best content possible on this podcast, in my Atlanta Journal-Constitution column, and for my show on WSB radio. While I’ve enjoyed doing all of this, I’ve decided to take my own advice, and starting mid-November I’ll be focusing on some other core pursuits in my life for a bit. I'll be back in the spring of 2022 with some great new episodes for you here.
    While I might be taking a short break on the current format of the podcast, I don't want you to take a break on working towards your goal of retiring at least one year sooner. So I’m turning over the mic (for a bit) to those who work tirelessly behind the scenes at Retire Sooner to answer the questions we see come in from our listeners every day. Starting November 15, we’ll be rolling out a new podcast format we’re calling, “Questions & Answers."
    Our producer Mallory will be sitting down weekly with a member of our team of financial professionals to dig into a financial or economic topic where we’ve consistently seen confusion and questions. I hope you enjoy these new episodes, and I can't wait for you to see what's coming in the spring. 
    If you'd like to reach me or the Retire Sooner Team, you can always find us at WesMoss.com.
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    • 2 min
    Behind The Scenes Of The FIRE Movement, Gaining Financial Independence, and Retiring Early with Katie Oelker

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

    In this episode of Retire Sooner, Wes sits down with Financial Advisor turned Financial Coach, Freelance Writer, and young FIRE Advocate, Katie Oelker. Katie defines and explains what the FIRE movement is along with the varieties that come with it. She also shares her dramatic money story growing up, her retirement and investment goals, her journey as a financial advisor and financial coach, why it’s important to know about our parents' and childrens' finances, and reveals her core pursuits.
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    • 43 min
    The Details Behind What The Happiest Retirees Know

    The Details Behind What The Happiest Retirees Know

    During this episode, Wes shares details from his new book, What The Happiest Retirees Know: 10 Habits for a Healthy, Secure, and Joyful Life. He also explains how he collected his research and studies for the book, why he studies happy and unhappy retirees, and what we can learn from happy retirees. He gives additional insights into the habits of the happiest retirees, how to discover your core pursuits, and shares a personal story about a friend’s emotional struggle without work.
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    • 54 min

Customer Reviews

4.5 out of 5
245 Ratings

245 Ratings

maddie@podcastingyou ,

Great podcast!

Really appreciate the holistic approach to financial independence and overall wellbeing and fulfillment. Wes is a great host and each guest has so much experience and wisdom to share!

emzie ,

Finally, someone is asking the right questions!!

I just discovered this podcast but I’m loving it so far. The topics are interesting and relevant. More importantly, the host asks the types of probing and practical questions of guests that a lot of other podcasters seem to gloss over. The discussions are “real” and I like the informality and humor. The conversations and discussions are “real” and dig into the types of details that resonate with me.

eureka homesteader ,

Fluff

Get to the point Wess. The episode on habits of happy retirees was 80% fluff and 20% content.

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