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.
Retirement Catch-Up Strategies, Social Security Timing & Essential Planning Insights
Retire Sooner with Wes Moss
43 minutes
3 months ago
Retirement Catch-Up Strategies, Social Security Timing & Essential Planning Insights
Kickstart your journey to a happier, earlier retirement with this high-energy episode of the Retire Sooner Podcast, where Wes Moss and Christa DiBiase tackle real listener questions and spotlight flexible strategies that could help you build a more confident retirement plan. Whether you're in your 40s, 50s, or beyond, get motivated to consider meaningful actions—starting now.
• Jump-start your savings approach in your 40s and 50s, even if you're just beginning to focus on retirement.
• Unlock the “50+ Retirement Catch-Up Toolbox” with tools like Roth conversions, HSAs, and enhanced contribution limits.
• Discover what’s ahead with new “super catch-up” contribution rules and upcoming IRS changes that may impact your planning.
• Maximize your Social Security outlook by understanding how the timing of withdrawals could influence your benefits.
• Hear how annuities and home equity were discussed as potential components in long-term financial planning.
• Tune in to real-world stories from listeners managing late-in-life parenting, mortgages, and the pursuit of financial independence.
• Reconsider the risks and rewards of penny stocks with a balanced conversation about their place in a retirement portfolio.
• Weigh the role of pensions in your overall asset allocation for a more personalized investment approach.
• Rethink your withdrawal game plan with a closer look at the 4% rule—its origins and relevance today.
• Confront concerns around global exposure by reviewing how emerging markets and China-related investments might affect your portfolio.
• Strengthen your retirement mindset with income-focused planning designed to help support a more stable financial future.
Get energized with actionable ideas and relatable stories that help make retirement planning feel more approachable. 🎧 Listen and subscribe to the Retire Sooner Podcast to join a community focused on financial clarity and living a purpose-filled retirement.
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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.
