Retire Sooner with Wes Moss

Latest Episodes:

Caring For Caretakers with Elizabeth Miller Sep 19, 2024

Show notes

More than one in five Americans serve as caretakers for an elderly parent or aging relative. How will we know what to do if and when that time comes? Is there someone we can ask? On today’s episode of the Retire Sooner Podcast, Wes sits down with author and Certified Caregiving Consultant Elizabeth Miller.

Elizabeth’s experiences caring for her aging parents and a brother with a developmental disability while simultaneously raising children and working full-time inspired her to create Happy Health Caregiver LLC, in 2015. As host of the Happy Healthy Caregiver Podcast on The Whole Care Network and author of the Just for You Daily Self-Care Journal, she helps educate others about the big picture, the fine print, and the importance of creating self-care boundaries to ensure everyone, including you, can remain as healthy as possible.

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Defending Core Investment Principles Sep 12, 2024

Show notes

In today’s episode of the Retire Sooner Podcast, Wes takes aim at a recent Wall Street Journal article claiming the 60/40 portfolio and 4% retirement withdrawal rate could lead to ‘catastrophic’ outcomes. Wes concedes the author’s point about market unpredictability but rebuts such a gloomy hypothetical. He points to the potentially destructive consequences such an outlook can have on those fighting for retirement security and uses market history to illustrate examples of these time-honored strategies bouncing back from difficult periods.

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The Secret to Happy Aging With Alan Castel Sep 05, 2024

Show notes

Have you ever met a 75-year-old who seems 40? How about a 30-year-old who seems 50? Why do some folks seem to age like a fine wine while others settle like a lukewarm wine cooler?

On today’s episode of the Retire Sooner Podcast, Wes sits down with Dr. Alan Castel to delve into how we might be able to improve our own aging process. A Professor in UCLA’s Psychology Department, he studies learning, memory, and aging and is particularly interested in how younger and older adults can selectively remember important information.

If you can recall your son’s assist-to-turnover ratio from last year’s lacrosse season but not the name of the neighbor you’ve been waving to for the past 10 years, find out what kind of retrieval practices might enhance your memory. And if you’ve focused extensively on retirement’s financial implications but neglected the psychological side, Dr. Castel’s lessons might be what you need to increase socialization and harness the knowledge of those who have been in similar situations.

Father Time is undefeated, but that doesn’t mean you have to live in fear. Take the steps necessary to increase your odds of getting better with age, and let today’s episode be the first step.

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Foundational Investment Principles of the Retire Sooner Community Aug 29, 2024

Show notes

Americans have faced immense financial challenges in the past two-plus decades. The Dotcom Bubble sent stock prices down nearly 50% between 2000 and 2002, the Great Recession and Housing Crisis of 2007-2009 cratered stocks more than 55%, and theCOVID-19 Pandemic and shutdowns sent stocks tumbling 30% in a month’s span and led to massive inflation and high interest rates thereafter. In today’s episode of the Retire Sooner Podcast, Wes admits that a sensible retirement strategy while accounting for unknown future world events can feel overwhelming. However, he believes utilizing the foundational principles of the Retire Sooner community can help increase your probability of achieving the financial freedom that many happy retirees enjoy.

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Retire Sooner Pajama Party Aug 22, 2024

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A fulfilling job is great, but being able to do it in your pajamas? Now, we’re talking. On today’s episode, we’re joined by Kerry Hannon, author of “Great Pajama Jobs: Your Complete Guide To Working From Home.” Between that and the dozen other books she’s published, Kerry is a renowned professional on careers, entrepreneurship, and financial planning for older adults.

The smoother your transition into retirement, the sooner you can find the happiness and fulfillment you deserve. Kerry points out three crucial themes to help you get there. From starting a micro-business to using your retirement savings as continuous income to navigating the inter-generational workplace dynamics, Kerry reveals how remote work is completely reshaping opportunities for older workers.

It’s a Retire Sooner Pajama party; you don’t want to miss it.

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How To Handle A Market Selloff Aug 15, 2024

Show notes

On today’s episode of the Retire Sooner Podcast, Wes examines the recent market crash and analyzes how the Fed’s decisions may have helped lower inflation but negatively affected the housing market and unemployment rate.

Wes acknowledges that the specific challenges can differ for each market downturn but reassures listeners that productive reactions often follow evergreen principles. He then discusses the importance of having enough dry powder for periods of sluggish portfolio earnings. Finally, he digs into the potential stock growth for future retirees willing to practice patience and discipline. What’s a great way to plan for outpacing inflation without extending beyond your risk tolerance? Listen and find out.

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The Scientific Significance Of Fun With Mike Rucker Aug 08, 2024

Show notes

It’s been said that loneliness is worse for our health than smoking cigarettes. Take a second to inhale that scary thought. In contrast, pro-social behavior triggers the release of oxytocin in our body. That’s the love hormone, and it’s crucial for happiness.

We’ve all had that nagging feeling that we need to spend more leisure time with friends and family. But some of the options out there aren’t realistic. People with careers and families don’t have time for group yoga sessions or all-day escape room parties. In other words, we know what we need to do to be happy but don’t know how to make it happen.

Dr. Mike Rucker is an organizational psychologist, behavioral scientist, and charter member of the International Positive Psychology Association. His ideas about fun and health have been featured in The Wall Street Journal, Fast Company, Forbes, and more. He currently serves as a senior leader at Active Wellness and is the author of the best-selling book The Fun Habit.

Mike uses his “Rucker PLAY Model” to rank fun activities according to their level of challenge. The answers and timetables may be different for everyone, but embracing the overall need for joy and togetherness can help us avoid the unhealthy distractions that come along with isolation.

The reality of modern life is that we don’t have as much free time as we might want, but with a bit of self-empathy and Mike’s creative outlook, we can find ways to dial up the fun meter and increase our happiness.

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Revisiting How To Stay A Millionaire, And Other Lessons from The Millionaire Next Door Aug 01, 2024

Show notes

In today’s episode, Wes points out that the population of mini-millionaires is growing and that society’s perception of them isn’t always very accurate. Producer Mallory Boggs joins to discuss this latest variant of what authors Thomas Stanley and Bill Danko originally coined, The Millionaire Next Door. They elaborate on five habits that this cohort tends to follow. And Wes points out that although investing is often a critical step to becoming a millionaire, it’s perhaps even more essential in the pursuit of staying a millionaire.

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Parkour and Pickleball: Tips on Active Aging with Erin Eleuterio Jul 25, 2024

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In this actionable episode of Retire Sooner, Wes Moss sits down with Erin Eleuterio to explore the importance of physical activity for older adults. Erin shares her unique techniques, like parkour-based fall resiliency training, to help people in their 70s and 80s stay strong and recover from falls. They discuss the benefits of programs such as SilverSneakers, which offers resources for seniors to stay fit. Erin emphasizes the joy and social aspects of movement, rather than just focusing on exercise. She also talks about the growing trend of older adults taking up new activities, like weightlifting and even low-flying trapeze, challenging stereotypes about aging. With practical tips and inspiring stories, this episode highlights how staying active can lead to a healthier, happier retirement.

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Revisiting Three Investing Keys to Help Retirees Sleep Well at Night Jul 18, 2024

Show notes

On today’s episode, we ponder the question, “Can money buy happiness?” The answer might surprise listeners, and Wes borrows the words of best-selling author Morgan Housel to help discuss the positive and negative psychological effects money can have on retirees. Wes then uses his own “Bucket System” analogy to explain income investing and how three keys can help folks sleep well at night.

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