12 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
    • 4.4 • 174 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.

    Carrie Schwab-Pomerantz on Planning for Retirement

    Carrie Schwab-Pomerantz on Planning for Retirement

    Carrie Schwab-Pomerantz, CFP®, is the daughter of Charles Schwab and a leading advocate for financial literacy. She has devoted her career to helping men and women from all walks of life achieve financial security and also oversees Schwab’s corporate philanthropy and employee volunteer programs.
     
    Wes and Carrie discuss a variety of important financial items to consider as you prepare for your happy retirement on today’s episode. Carrie shares when to start saving, what to look at with social security, how much you should save to retire comfortably, why you should still invest in the stock market as you get older, her start with Schwab, and more.
     
    Follow Carrie: @CarrieSchwab
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    • 40 min
    Inflation - How Do You Protect Yourself?

    Inflation - How Do You Protect Yourself?

     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 do you protect yourself if inflation is coming? Can you still retire sooner? Will you need to use more of your portfolio for basic necessities? 

    In today’s episode, we’re talking about the history of inflation, how the national debt and recent stimulus packages could impact Americans in the next 5 to 10 years, and what rising inflation could mean for investors and retirees.
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    • 37 min
    Chris Gardner on Pursuing Happiness and Your Dreams

    Chris Gardner on Pursuing Happiness and Your Dreams

    Today’s episode features international best-selling author, entrepreneur, single parent, speaker, and philanthropist Chris Gardner. Gardner’s autobiography, The Pursuit of HappYness became a New York Times #1 bestseller and is also the inspiration for the critically acclaimed film “The Pursuit of HappYness” for which Will Smith received the Golden Globe, Screen Actors Guild, and Academy Award nominations for his performance. Chris has a fascinating story and was a huge inspiration behind the start of Wes’ research on the relationship between money and happiness. 
    Wes and Chris discuss how bringing his book to life on the big screen with Will Smith changed his life, why he thinks many people are afraid to realize their dreams, the three most important decisions you can make, the concept of Atomic Time, and the inspiration behind his newest book, ‘Permission to Dream’. Find out what Chris thinks we should all know about the new "Three Rs," and how he is focusing on helping and inspiring teens around the country.
    To find out more on Chris Gardner, visit https://www.chrisgardnermedia.com/
    Buy Permission to Dream: https://www.amazon.com/dp/0063031566/ref=cm_sw_em_r_mt_dp_JG8CFWC78RR4EHD1W49F
    Follow Chris on Instagram @ceoofhappyness
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    • 1 hr 3 min
    Corporate Taxes - What They Mean to You

    Corporate Taxes - What They Mean to You

    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. That’s why they’re important to talk about. Taxes are a large piece of our financial portfolios and the more we’re educating ourselves the easier it is to stay on the path to a happy retirement. In today’s episode, we discuss how to navigate the cards we’re dealt with when it comes to corporate taxes.
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    • 30 min
    IRAs, Taxes, and Retirement Savings with Ed Slott

    IRAs, Taxes, and Retirement Savings with Ed Slott

    Ed Slott is a nationally recognized IRA distribution specialist, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. This is the most interesting conversation we’ve ever had about taxes. 

    Wes and Ed discuss what exactly the new ‘retirement savings time bomb’ is and how big of a threat it is to retirement savers, understanding Roth IRAs vs. IRAs, the foundational principle of taxes, what planning options retirement savers now have, when to convert from traditional to Roth, potential tax changes under the new administration and so much more. As investors, there are several lessons we can all take from Ed today and we hope this conversation leads you to become a smarter taxpayer and retiree.

    Follow Ed:
    https://www.irahelp.com/
    Twitter: @theslottreport
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    • 45 min
    The Power of Rising Stock Dividends

    The Power of Rising Stock Dividends

    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 one. They don’t often make the flashy headlines, but the pursuit of dividends is perhaps worthy of a life’s work for any investor. Wes compares what you can get from stock dividends and bond interest based on a study done by his firm, Capital Investment Advisors. 

    There are many ways to invest, but the focus at Retire Sooner is to help you understand your investments and what they can produce for you in income once you stop working. As you listen to the episode today, focus on how you can make your money grow and payout over time.

    Capital Investment Advisors’ study that compares how an investment in equities for dividend income has fared relative to investing in bonds for income: https://www.wesmoss.com/news/the-power-of-investing-in-dividends-generating-income-from-stock-dividends-vs-bond-interest/ 

    This information is provided to you as a resource for informational purposes only and should not be viewed as investment advice or recommendations. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. There will be periods of performance fluctuations, including periods of negative returns. Past performance is not indicative of future results when considering any investment vehicle.This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors.This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.
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    • 36 min

Customer Reviews

4.4 out of 5
174 Ratings

174 Ratings

megan@podcastingyou ,

Amazing Content!

Wes does such a good job covering a variety of topics. His guests offer awesome advice as well. I would recommend this show to anyone looking to be inspired!

Lampsbringlight ,

Love this show

As Wes states, we focus so much on saving for retirement, but don’t know how to spend it when we get there. Really enjoy the interviews and focus on core pursuits.

Ginger 60+ ,

Great stuff

Great stuff

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