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.
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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.
Tired of sifting through retirement noise and myths? On this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase unpack practical strategies and honest conversations to help you navigate your retirement journey with confidence—wherever you may stand today.
• Question what "Is the 60/40 Dead?" means for balanced investing and consider how classic stock/bond allocations might still fit modern portfolios.
• Analyze the evolution of balanced portfolios and prioritize flexibility and personalization to match your unique goals.
• Evaluate the benefits of working with a fiduciary advisor versus managing a low-cost index fund portfolio on your own.
• Clarify the mechanics of Roth conversions, including tax management, employer plan rules, and common pitfalls like the pro rata rule.
• Assess the advantages and drawbacks of using self-directed brokerage windows within your 401(k) and identify key considerations.
• Uncover the realities behind the Great Wealth Transfer and plan for receiving and leaving inheritances thoughtfully with estate planning insights.
• Emphasize the importance of communicating family values and wishes about money to help facilitate smoother inheritance discussions.
• Compare the tax efficiency of target-date ETFs versus mutual funds when shaping your taxable investment approach.
• Decode fully paid lending programs from brokerages such as Fidelity and weigh the implications of loaning your stock holdings.
• Consider appropriate asset allocations for elder care responsibilities when acting as a power of attorney, factoring in rising costs and longevity.
Empower your retirement future with practical, actionable knowledge from this episode. Listen and subscribe to the Retire Sooner Podcast to stay informed on real-world financial strategies that may help support your goals.
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Retire Sooner with Wes Moss
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.
