Retire Sooner with Wes Moss

Latest Episodes:

The Benefits of Yoga Beyond the Mat with Carol Krucoff Mar 24, 2022

Show notes

If you’re still searching for your core pursuit, this episode may be all the inspiration you need! Award-Winning Journalist, Yoga Therapist, and Fitness Expert, Carol Krucoff joins Wes Moss to examine the world of yoga and its many benefits for all ages.

Carol shares her journey to finding yoga and her experiences with teaching to older groups. Additionally, she reveals the numerous varieties of the practice and its benefits for the human body and mind, along with the risks that come with performing yoga as you grow older. Furthermore, Carol unveils details from her books, her thoughts on the correlation between flexibility and longevity, why she believes all yoga should be adaptive, and she runs Wes through a minor yoga exercise.

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Positioning Your Investment Portfolio for Inflation Mar 21, 2022

Show notes

Airline tickets have increased, gasoline has skyrocketed, and even the price of milk has shot up. The entire world is on edge with even the smallest mention of inflation. With numbers through the roof, many are left financially perplexed. Though this inflationary period won’t last forever, it’s essential to protect your purchasing power.

During this episode, Wes Moss shares what we can do to invest in an inflationary environment. He also reveals the root cause of inflation while analyzing historic examples of economic disequilibrium, stagflation, and growth stocks vs. value stocks. Further, Wes explains the concept of participation vs. perfection in relation to investing and shares examples of elastic and inelastic products, along with the impact the pandemic had on the economy.

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A Guide to Proactive Tax Planning with Taylor Schulte Mar 17, 2022

Show notes

We all know tax season comes at the same time every year, yet many of us still show up unprepared. Little do we know our secret weapon is to proactively plan, not just for the present, but also for the future and that includes retirement.

In this episode, Wes sits down with Financial Planner, Author, and Host of the Stay Wealthy Podcast, Taylor Schulte, CFP® to examine tax preparation. Taylor shares details about his podcast show, opening his fee-only financial planning firm, and why he consistently puts his clients first. Additionally, Taylor reveals common misconceptions about using an advisor, the importance of calculating your total tax bill and proactively tax planning for your future. Lastly, Taylor wraps up the episode by sharing some knowledge that could move you closer to retiring sooner.

Call in with your financial questions for Wes to answer: 800-805-6301

Join other happy retirees on our Retire Sooner Facebook Group: https://www.facebook.com/groups/retiresoonerpodcast

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Breaking Down The Dry Powder Principle Mar 14, 2022

Show notes

Market corrections and downturns are inevitable. Although this is something we can’t avoid, there’s power in utilizing the Dry Powder Principle to fully understand how and why investing in different asset classes can help you sail through difficult times from a psychological and financial planning perspective.

During this episode, Wes Moss breaks down the Dry Powder Principle and stresses the importance of calculating your dry powder to prepare for inescapable market corrections. He also explains how the dry powder concept can add cushion to your investment portfolio and reshares a story about his son that reveals how losing money can be tough on anyone regardless of your age. Wes goes on to review historical market corrections, the two principles that dry powder is hinged on, and walks listeners through how to assess their own dry powder using the online calculator tool. To wrap up the episode, Wes is joined by the creator of the dry powder calculator tool and Senior Investment Advisor at CIA, James Lewis CFP®, MBA

Use the Dry Powder Calculator to discover how much you have: https://www.wesmoss.com/dry-powder-calculator/

Call in with your financial questions for Wes to answer: 800-805-6301

Join other happy retirees on our Retire Sooner Facebook Group: https://www.facebook.com/groups/retiresoonerpodcast

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The Art of Slowing Down Your Life with Carl Honoré Mar 10, 2022

Show notes

Our world is built on speed. From our lives to the stock market, even retirement, we aim to tackle every task as quickly as possible; but when is it time to reduce speed and pump the brakes? While our first instinct is to hurry, as humans, we must remind ourselves that being slow is not about doing everything as fast as possible but as smart as possible.

In this episode, Carl Honoré, Journalist, TED Speaker, and Author of “In Praise of Slow,” joins Wes Moss to talk through the “slow movement” and the importance of finding your inner tortoise. Carl reveals the root of his fast-paced life, taking a slow approach to money, and how slowing down grants us time to reflect. He also touches on ageism, unveils the signs of being stuck in fast forward as well as three tips for slowing down your life.

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Russia Vs. Ukraine Vs. Your Retirement Mar 07, 2022

Show notes

We’ve all seen the headlines recently — #BidensWar, #StockMarketCrash, and so on. From a pandemic to a slower moving crisis, the current state of these geopolitical issues has led to market uncertainty and volatility. However, in this phase of world issues, we’ve found it best to analyze similar moments in history to help us understand what’s to come.

During this episode, Wes references historical corollaries to help listeners grasp what the future holds for the market. Wes also simplifies the current state of military issues, explains what these issues mean for the United States, and how this can scare investors. Further, he shares historical market averages, a pattern in market corrections, and stresses why our best weapon against turning temporary losses into permanent losses is understanding the market. Wes concludes the episode by explaining how dry powder can provide a bridge to the other side of this difficult time.

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The Realities of Inherited Wealth and The Importance of Legacy with David York Mar 03, 2022

Show notes

Is inherited wealth a powerful tool or a destructive one? Though inherited wealth sounds effortless, there is more to successfully transferring this wealth amongst generations. In this episode, Wes sits down with Estate Planning Attorney, CPA, and Author, David York, to discuss the particulars of inherited wealth and wealth transfer.

David also shares the logistics of giving a TED talk and details from his book, “Entrusted.” Additionally, David reveals the common habits of families who have successfully transferred wealth, walks through the background of a well-known wealthy family, explains how people learn to value things based on cost, and exposes five truths and the importance of legacy. David and Wes wrap up the conversations discussing what steps families can take to remain successful in wealth transfers for the foreseeable future.

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Retire Sooner Listeners Q&A with Wes Moss Feb 28, 2022

Show notes

Wes Moss returns as your host to tackle questions provided by members of the Retire Sooner Facebook Group in this episode.

Wes provides insight on questions surrounding 401k’s, Roths, IRA’s, the 4% plus rule, investment portfolios, dry powder, and more! He also shares what he did during his time off, family updates, and plays a song that he wrote with his son.

If you’re planning for retirement and looking to have meaningful discussions then join our Retire Sooner Facebook Group: https://www.facebook.com/groups/retiresoonerpodcast

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Wes Moss Returns With New Episodes To Help You Retire Sooner Feb 07, 2022

Show notes

After taking some time off, The Retire Sooner team is excited to announce that Wes Moss will return as your host starting February 28th!

In upcoming episodes, we will cover topics such as Bitcoin 101, bucket list places to visit, and we'll interview a retired Wall Street workaholic in his 80s and the best shape of his life. Wes will also be answering listener questions and covering new financial, investment, and economic topics to help you towards a happy retirement.

You can expect new episodes every Monday and Thursday. Be sure to mark your calendars, subscribe, and tune in to catch the latest! You can also join our Retire Sooner Facebook Group for more in-depth conversations and topics about retirement. https://bit.ly/3J8w1Qx

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Real Estate Investing for Retirees: Where To Start, Steps To Take and What Success Looks Like with Tom Moore Jan 31, 2022

Show notes

We encourage happy retirees to think of income as a river, not a reservoir, and advocate having multiple sources of income to generate financial stability during retirement. One common income stream among happy retirees is real estate investments.

In this episode, we’re joined by Partner, Senior Investment Advisor, and Investment Committee Director, Tom Moore, CFP®, to cover the intricacies of real estate investing. Tom shares his real estate history, mindset, and experiences, as well as various methods to invest in real estate. He goes on to compare investing in a single-family home versus a commercial property, talks through income and growth returns, lays out the steps for kickstarting your real estate investment journey, and uncovers how the successful investment situation of a happy retiree could look.

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