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Artwork for Retire Sooner

Retire Sooner with Wes Moss

Wes Moss
Retirement Planning
Inflation
Stock Market
Financial Independence
Federal Reserve
Retirement
Happy Money
Nick Saban
Investing
The Millionaire Next Door
Cultural Perspectives On Money
Personal Finance Education
Millionaire Next Door
Scott Hamilton
Bond Market
Happiest Retirees
Medicare
S&P 500
Oxytocin
Work-Life Balance

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

PublishesWeeklyEpisodes286Founded11 years ago
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Artwork for Retire Sooner

Latest Episodes

Looking for clear context around today’s most talked-about retirement planning issues? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase present an educational discussion covering healthcare planning, retirement income consid... more

Looking for an educational overview of today’s most commonly searched retirement planning topics? In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase provide context around retirement income planning, tax considerations, and wi... more

Gain a grounded, research-informed perspective on retirement planning in this episode of the Retire Sooner Podcast, where Wes Moss and Christa DiBiase examine the emotional, behavioral, and organizational factors that often influence how individuals ... more

Stay informed about today’s highly-searched retirement and financial planning topics in this new episode of the Retire Sooner Podcast with Wes Moss and Christa DiBiase. Gain clear, accessible context on economic trends, retirement rules, portfolio st... more

Key Facts

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

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Recent Guests

Christa DiBiase
A financial expert who has worked with Clark Howard
Episode: 10 Habits of the Happiest Retirees: Smart Money Moves & Fulfilling Lifestyles
Christa DeBias
Close collaborator of Clark Howard
Episode: 5 Powerful Portfolio Diversification Strategies to Reduce Market Anxiety + The Army Of American Productivity
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
Alan Castel
Professor of Psychology at UCLA, specializing in memory and aging.
UCLA
Episode: The Secret to Happy Aging With Alan Castel

Host

Wes Moss
Host with over 20 years of experience as an investment advisor, focusing on practical financial advice for retirement. Wes shares insights derived from extensive research on retirement planning and helps listeners navigate key financial decisions.

Reviews

4.4 out of 5 stars from 508 ratings
  • Don’t Trust Wes

    Wes helped Donald Trump found Truth Social.

    That’s all you need to know.

    Apple Podcasts
    1
    GEFtheMongoose
    United States2 months ago
  • Past affiliation is a problem

    Smart but Machiavellian.

    Apple Podcasts
    4
    Interested bystander
    United States2 months ago
  • Trump support and financial mix. No thanks

    A very odd combo of a Trump social network founder talking financials, supposedly focused on happiness. I found it odd and “off”. I don’t trust firebrand politics on any side mixed with financial info.

    Apple Podcasts
    1
    TracerX-1
    United States3 months ago
  • Truth Social, really?

    Honestly, I have enjoyed his segments on Clark Howard, so I subscribed. I am disappointed to read what I have about his money making political interests. Clark Howard is very not political, so I feel a little misled. I don't know what to think about this.

    Apple Podcasts
    4
    Gupmup
    United States8 months ago
  • Confusing at times

    Hard to follow

    Apple Podcasts
    1
    shockersfan
    United States9 months ago

Listeners Say

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

Many listeners appreciate the practical financial advice and insights shared, indicating that the podcast offers useful strategies for retirement planning.
Others have mentioned a concern about the political affiliations or activities of the host, expressing discomfort regarding the connection to broader political figures or movements.
Some find the content enlightening and beneficial for their financial journeys, while others have criticized the podcast for its ads or perceived shifts in content focus.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Roth Conversions and Withdrawal Frameworks: Retirement Income Planning
Q: Patty from Arizona asks whether it would make sense to build a three-year bond ETF ladder for safe investments as they approach retirement.
It wouldn't be crazy to start having dry powder today.
Roth Conversions and Withdrawal Frameworks: Retirement Income Planning
Q: Dan from Missouri wants to know if there is a formula for taking a higher percentage distribution before Social Security and then reducing to lower than 4% between 65 and 70 when they take Social Security benefits.
Yes, you can take a higher percentage for a few years and then adjust down when Social Security kicks in.
Roth Conversions and Withdrawal Frameworks: Retirement Income Planning
Q: Rich from Nevada asks if he should wait until his daughter turns 18 to roll over funds from a 529 to her Roth IRA.
You do not have to wait until she's 18 to start doing this.
Your Guide to Today’s Highly Searched Retirement Questions
Q: Ben in Georgia is curious about the pros and cons of a restoration plan for highly compensated employees.
Wes outlines that while there are some risks regarding ERISA protection and access to funds, restoration plans can offer significant tax benefits and growth opportunities.
Your Guide to Today’s Highly Searched Retirement Questions
Q: Juan in California asks about saving options after losing a previous mega backdoor Roth.
Wes indicates that by checking for after-tax contributions in Juan's new plan, he can potentially replicate a DIY mega backdoor Roth, while also suggesting regular Roth conversions as an option.

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?

Focusing on the themes of financial independence and well-being, this podcast provides insights designed to help listeners navigate retirement planning. Across various episodes, key topics include investment strategies, retirement income management, behavioral finance, and lifestyle optimization for a successful and joyful retirement. The discussions often center around practical financial advice, including tax strategies, 401(k) management, and the psychological aspects of transitioning from saving to spending in retirement. This podcast distinguishes itself by emphasizing a holistic approach to finance, highlighting the interplay between financial planning and the pursuit of happiness, making it a valuable resource for anyone looking to a... more

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How many listeners does Retire Sooner get?

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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. Retirement Answer Man
4. Stay Wealthy Retirement Podcast
5. Talking Real Money - Investing Talk

How many episodes of Retire Sooner are there?

Retire Sooner launched 11 years ago and published 286 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?

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What guests have appeared on Retire Sooner?

Recent guests on Retire Sooner include:

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

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.

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