74 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 • 250 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.

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

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

    Investors can utilize technology to manage money faster, smarter, and easier; but how did we get here? Founder of Benjamin and Managing Partner at Capital Investment Advisors and Wela Strategies, Matt Reiner, CFP®, CFA joins this week’s episode to walk through the history and evolution of investments and technology.
    Matt explains the how to’s of diversifying your investment portfolio in the past and paints a day in the life at the New York Stock Exchange. He also shares huge milestones in investment history that have led to simplicity and inclusivity, explains when 401k’s rose in popularity, reveals what he believes the future of investing looks like and its challenges, and unveils details about his new book.
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    • 51 min
    The Impact of Inflation and What It Means for Retirees with Ryan Ely

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

    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 Investment Committee Director, Ryan Ely, addresses what investors and retirees need to take into consideration.
    Ryan simplifies the consumer price index and touches on the deflationary shock causing an impact on the economy. He also reveals challenges that come with recovering the economy during inflation, describes the biggest areas of inflation and provides real-world examples of what inflation means for retirees and their wallet share. Finally, Ryan unveils his inflation predictions for the foreseeable future.
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    • 30 min
    New Year’s Predictions for Investors and Retirees with Robert Sanders

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

    We’re back after the holidays with Partner and Chief Investment Officer at Capital Investment Advisors, Robert Sanders. In this episode, Robert shares his predictions for the upcoming year and how these predictions will impact investors and retirees.
    Robert also discusses his three themes of 2022 and analyzes midterm election trends throughout the past. He shares predictions for the market within an inflationary environment, an ideal stocks versus bonds ratio during inflation, and the overall strength of the economy. Additionally, Robert explains how leaning towards the margin and maintaining a positive outlook can influence your investor mindset.
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    • 25 min
    New Podcasts Coming Soon

    New Podcasts Coming Soon

    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 episodes at wesmoss.com/podcast or your favorite podcast platform. Stay tuned for more episodes with tips on living a happy and fulfilling retirement.
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    • 49 sec
    Short-term Rental Properties and Happy Retirements with Brynne Simms

    Short-term Rental Properties and Happy Retirements with Brynne Simms

    In this podcast episode, Brynne Simms shares how to set expectations to seek and manage rental properties during retirement, along with sharing her journey to owning and managing her own rental property. She also provides examples of how retirees can utilize their finances to find happiness in retirement and describes traits and core pursuits that she sees within the happiest retirees.
    Brynne also discusses her role as a Client Service Manager at Capital Investment Advisors and talks through what a happy retiree's future can look like.
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    • 31 min
    Clarifying Closed-End Funds with Eddie Goepp

    Clarifying Closed-End Funds with Eddie Goepp

    This episode features Eddie Goepp, CFP®, Investment Advisor at Capital Investment Advisors. Eddie talks through the closed-end funds investment model and how implementing this strategy can enhance yields and bring balance to your portfolio.
    Eddie simplifies closed-end funds as a bucket that holds stock, funds, and real estate and explains why the current market can be attractive for retail investors. He also dives into the fluctuation of yields on closed-end funds, the power of debt, how his wife changed her career path and pursued her passion, and encourages listeners to fuel their passion while in the retirement grey zone.
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    • 38 min

Customer Reviews

4.4 out of 5
250 Ratings

250 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 and informed!

Red Dragon ,

100 %

Since Wes left the ship the podcasts just go off the rails. The last episode I listened to for 5 mins and whatever they were taking about had nothing to do with the title. So I just turned it off. I don't need useless banter. Please stay on topic and get to the points

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!

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