Rephonic
Artwork for Retire Sooner

Retire Sooner with Wes Moss

Wes Moss
Retirement Planning
Retirement
Investment Strategies
Financial Planning
Stock Market
Inflation
Social Security
Happiness
Roth IRA
Financial Independence
Dividends
Socialization
S&P 500
Aging
Artificial Intelligence
Market Trends
Consumer Spending
Retirement Savings
Federal Reserve
Diversification

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 you... more

PublishesWeeklyEpisodes316Founded12 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for Retire Sooner

Latest Episodes

What does it really take to build a happy retirement? Join Wes Moss and Christa DiBiase on this episode of the Retire Sooner Podcast as they blend retirement planning research with listener questions to explore the financial and lifestyle choices tha... more

Retirement is about more than growing your nest egg; it’s also about building friendships, finding purpose, and making informed financial decisions along the way. Join Wes Moss and Christa DiBiase on this episode of the Retire Sooner Podcast as they ... more

In this special episode of the Retire Sooner Podcast, Wes Moss shares the story behind The Retire Sooner Method and explores the research on the financial and lifestyle habits associated with greater retirement satisfaction.

• Discover five habits t... more

Retirement planning comes with plenty of questions, and this episode of the Retire Sooner Podcast is built around answering them. Join Wes Moss and Christa DiBiase as they tackle listener questions on retirement income, investing, 401(k)s, Roth IRAs,... more

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Retirement Starts Today
Retirement Starts TodayBenjamin Brandt CFP®, RICP®
Stay Wealthy Retirement Podcast
Stay Wealthy Retirement PodcastTaylor Schulte, CFP®
Retirement Answer Man
Retirement Answer ManRoger Whitney, CFP®, CIMA®, RMA, CPWA®

Recent Guests

Clark Howard
Consumer advocate, not a financial advisor
Episode: Clark Howard Joins Wes Moss: Navigating Market Volatility, Inflation, and Retirement Planning
Christa DiBiase
Finance professional who has worked closely with Clark Howard
Episode: Social Security, Taxes, REITs, and More: Exploring Key Retirement Planning Topics
Christa DeBias
Financial advisor with experience working alongside Clark Howard
Episode: Should You Still Buy a Home? + 5 Financial Planning Essentials You Can’t Ignore
Maddy Dychtwald
Co-founder of Age Wave, national best-selling author, and public speaker on longevity and aging.
Age Wave
Episode: Riding The Age Wave with Maddy Dychtwald
Dr. Riley Moynes
Expert in retirement planning and author
Episode: How To Squeeze The Most Juice Out Of Retirement With Dr. Riley Moynes
Dr. Dorian Mintzer
Psychologist and retirement coach, author of 'The Couple's Retirement Puzzle'.
Revolutionized Retirement
Episode: Revolutionize Your Retirement with Dr. Dorian Mintzer
Will Harlow
Physiotherapist and author specializing in health for older adults.
HT Physio
Episode: Thriving Beyond 50 With Will Harlow
Dr. Daniel Crosby
Behavioral finance expert and author
Various publishing works, including 'The Laws of Wealth' and 'Soul of Wealth'
Episode: Decoding Market Psychology with Dr. Daniel Crosby
Elizabeth Miller
Caregiver advocate and founder of Happy Healthy Caregiver.
Happy Healthy Caregiver
Episode: Caring For Caretakers with Elizabeth Miller

Hosts

Wes Moss
Host of the show; financial educator and fiduciary-focused advisor with involvement in retirement planning.
Mallory Boggs
Fill-in host and producer; supports on-air discussion and Q&A sessions.
Christa DiBiase
Co-host/regular on fiduciary topics; provides expertise on fiduciary standards and planning.

Reviews

4.4 out of 5 stars from 543 ratings
  • Don’t Trust Wes👎🏼🤢

    When Trump rants in the middle of the night or posts racist memes, you can thank Wes Moss.

    Wes helped Donald Trump found Truth Social. Wes helped build the current environment we live in.

    That’s all you need to know.

    Apple Podcasts
    1
    GEFtheMongoose
    United Statesa month ago
  • Tom

    I appreciate Wes Moss seems kind, knowledgeable, and professional. But I would recommend you calm down about your discussion about Core pursuits ; at one point in the podcast you said something like if you’re not filling your schedule with a whole bunch of different core pursuits; you just won’t be a happy retiree. I just think you should diverse human experience of diverse human needs more that

    Apple Podcasts
    4
    tom in Rochester
    United States2 months ago
  • No Thanks

    I am unsubscribing to this show. Wes either doesn’t listen or doesn’t understand the questions he is answering. Too many answers are completely useless on material he does not seem to understand. On the episode I just listened to, Clark even attempts to guide Wes’s ramble and he still didn’t get it. Too frustrating to listen to. It is unfortunate, the topics are good.

    Apple Podcasts
    2
    Jo Vi Al
    United States2 months ago
  • Don’t Trust Wes

    When Trump rants in the middle of the night or posts racist memes, you can thank Wes Moss.

    Wes helped Donald Trump found Truth Social.

    That’s all you need to know.

    Apple Podcasts
    1
    GEFtheMongoose
    United States6 months ago
  • Don’t Trust Wes

    Wes helped Donald Trump found Truth Social.

    That’s all you need to know.

    Apple Podcasts
    1
    GEFtheMongoose
    United States9 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate actionable retirement frameworks and fiduciary guidance.
Mixed opinions about guests' political discussions and advertising
Positive notes on clear explanations and practical tips for real-world retirement planning
Some listeners want more consistent episode frequency.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

What Makes Retirement Fulfilling? Friendships, Investing, and Financial Planning
Q: Is it worth using a financial advisor, and what value do they provide beyond DIY investing?
Advisors can add value through planning, cash flow, tax planning, estate considerations, and behavioral coaching that helps you stay disciplined. They may improve net returns by around 3% relative to solo investing, mainly through planning and governance rather than beating the market.
What Makes Retirement Fulfilling? Friendships, Investing, and Financial Planning
Q: How should we balance mortgage payments and retirement savings if we're planning ahead for retirement with rising costs?
The guest suggests prioritizing liquidity and building a cushion within retirement accounts first, especially when facing large expenses or uncertain income. Paying down the mortgage can be considered later, but maintaining flexibility with liquid assets is key for a comfortable retirement.
What the Happiest Retirees Do Differently: Insights from The Retire Sooner Method
Q: How much of retirement income should come from dividends?
It depends on investment style and whether you are in accumulation or distribution phase; dividends can provide a steady income stream and reduce reliance on selling assets, but the exact split varies by individual needs and market environment.
The Ultimate Dividend of Retirement: Freedom, Flexibility, and Financial Planning
Q: I'm 60 and plan on retiring in two years. I will have about a million dollars, mostly in my pre-tax 401K. Should I take the lump sum or the monthly pension when available?
The recommendation is to lean toward taking the monthly amount if the math supports a higher ongoing income and to consider liquidity and heirs in case longevity or other needs arise. The break-even analysis suggests delaying Social Security and choosing the stream that provides more secure, longer-lasting income unless there are specific liquidity needs or estate planning goals that favor a lump sum.
Retirement Curveballs: Early Retirement, Taxes, and Market Volatility
Q: Jeff in Tennessee asked about establishing and funding an enhanced direct indexing account for tax loss harvesting and whether it's a new concept.
Wes explains that direct indexing has grown into a major strategy, highlighting lower costs, tax harvesting potential, and how technology allows owning hundreds of stocks to mirror an index and harvest losses, while noting that tax benefits may fade as the portfolio compounds. He also covers practical considerations and the evolving feasibility with AI.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Retire Sooner

What is Retire Sooner about and what kind of topics does it cover?

A practical finance show focused on retirement planning, investing, and lifestyle choices that support retiring sooner without sacrificing happiness. Episodes blend actionable frameworks, real-life Q&A, and fiduciary guidance, with guests who illuminate taxes, estate planning, housing, and income strategies. Notable strengths include digestible analogies, a steady focus on long horizons and risk management, and sponsorships integrated with advisory expertise. The host team leans toward calm, data-driven discussions that balance financial security with daily well-being, appealing to listeners who want tangible steps to align money with meaning in later life.

Where can I find podcast stats for Retire Sooner?

Rephonic provides a wide range of podcast stats for Retire Sooner. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Retire Sooner and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Retire Sooner get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Retire Sooner, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Retire Sooner?

Rephonic provides comprehensive predictive audience data for Retire Sooner, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Retire Sooner have?

To see how many followers or subscribers Retire Sooner has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Retire Sooner?

These podcasts share a similar audience with Retire Sooner:

1. The Clark Howard Podcast
2. Retirement Starts Today
3. Stay Wealthy Retirement Podcast
4. Talking Real Money - Investing Talk
5. Retirement Answer Man

How many episodes of Retire Sooner are there?

Retire Sooner launched 12 years ago and published 316 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Retire Sooner?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Retire Sooner?

Rephonic pulls ratings and reviews for Retire Sooner from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Retire Sooner?

Rephonic provides full transcripts for episodes of Retire Sooner. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Retire Sooner?

Recent guests on Retire Sooner include:

1. Clark Howard
2. Christa DiBiase
3. Christa DeBias
4. Maddy Dychtwald
5. Dr. Riley Moynes
6. Dr. Dorian Mintzer
7. Will Harlow
8. Dr. Daniel Crosby

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days