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.
All content for Retire Sooner with Wes Moss is the property of Wes Moss and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
From “Set” to “Settled”: Finding Confidence and Calm in Your Financial Life | Retire Sooner Podcast
Retire Sooner with Wes Moss
46 minutes
3 weeks ago
From “Set” to “Settled”: Finding Confidence and Calm in Your Financial Life | Retire Sooner Podcast
Join Wes Moss and Christa DiBiase on the Retire Sooner Podcast, where real-life financial questions meet clear, grounded discussions about retirement planning, investing, and financial wellbeing. This episode explores practical ways individuals can make informed decisions, manage uncertainty, and approach retirement with more clarity and confidence.
• Review how the current bull market compares to past market cycles and what history may suggest about long-term investment behavior.
• Reflect on the difference between being financially “set” and emotionally “settled” when preparing for retirement.
• Evaluate potential considerations when choosing to pay down a mortgage or allocate extra cash toward long-term financial goals.
• Understand how 401(k) providers record traditional and Roth contributions and maintain accurate tax reporting for participants.
• Compare UGMA/UTMA custodial accounts and 529 plans as common education savings options, each with unique features and limitations.
• Recognize that effective financial planning includes lifestyle, estate, tax, withdrawal, and healthcare considerations—not just investment management.
• Discuss common causes of retirement-related anxiety and explore approaches that can help promote greater financial peace of mind.
• Clarify how management fees appear in fund performance and why transparency matters when reviewing investment options.
• Comprehend the pros and cons of financial planners who communicate clearly, align with your comfort level, and structure their services to support your individual needs.
• Consider how consistent investing through dollar cost averaging has sometimes reduced emotional reactions to short-term market volatility.
Listen and subscribe to the Retire Sooner Podcast for thoughtful conversations about retirement planning, financial confidence, and long-term investing strategies that can help you navigate your own financial journey with purpose.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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.
