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.
Balancing Stability and Growth in Today’s Retirement Landscape
Retire Sooner with Wes Moss
46 minutes
2 months ago
Balancing Stability and Growth in Today’s Retirement Landscape
Ready to explore new perspectives on retirement planning? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase examine money, markets, and financial strategies, highlighting ways thoughtful planning may help support financial confidence.
· Review how stock dividends have historically compared with bond interest over the long term.
· Explain total return as the combination of growth and income, and discuss how it relates to inflationand purchasing power.
· Compare the historical performance of stocks and bonds and outline the effects of compounding over decades.
· Consider the role of bonds in a portfolio, particularly for those seeking stability and diversification.
· Address listener questions on money supply, cash reserves, risk tolerance, and the potential influence of guaranteed income sources on retirement timelines.
· Explore options for self-employed retirement savings, including the flexibility of solo 401(k) plans.
· Reflect on the psychological value of having a financial plan during periods of market uncertainty.
· Highlight trends in U.S. manufacturing productivity, including the impact of AI, robotics, and Midwest innovation.
· Discuss approaches to balancing an emergency fund with retirement contributions, and review considerations around Roth accounts.
· Examine practical examples of retirement-related decisions, such as early home purchases, Roth IRA conversions, and considerations for taxes, Social Security, and pensions.
Gain insights into the discussions shaping retirement planning and investing today. Listen and subscribeto the Retire Sooner Podcast to explore more perspectives that can help guide your financial journey.
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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.
