Retire Sooner with Wes Moss

Retire Sooner with Wes Moss

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.

Radio: WSB AM 750 & 95.5 FM

Categories: Business

Listen to the last episode:

The Retire Sooner Podcast welcomes Clark Howard alongside Wes Moss and Christa DiBiase for a special episode focused on market history, long-term investing principles, and today’s most talked-about financial transitions. The conversation emphasizes context over commentary and highlights how investors often think through uncertainty, change, and market structure. • Highlight Clark Howard’s perspective on Warren Buffett stepping down as CEO of Berkshire Hathaway at age 95 and the transition to Greg Abel. • Review Berkshire Hathaway’s long-term role in markets and why its history is frequently referenced alongside the S&P 500. • Frame why long-term market participation is commonly emphasized during periods of leadership change at iconic companies. • Discuss why Clark Howard views this transition as the close of a defining chapter in modern investing history. • Explain how Berkshire Hathaway’s conglomerate structure differs from traditional private equity, including transparency and fee considerations. • Examine growing market concentration and the shrinking number of U.S. public companies—and why those trends continue to matter. • Outline how exposure to both public stocks and privately held businesses is often discussed when considering diversification. • Summarize several big-picture themes shaping 2026 conversations, including artificial intelligence, tax-refund dynamics, and election-cycle uncertainty. • Clarify what “dry powder” means and how cash, money market funds, and select bonds are commonly described in retirement safety discussions. • Address listener questions by reviewing general considerations around investing settlement proceeds, tax-advantaged accounts, and dividend-oriented ETFs. This episode offers a thoughtful conversation featuring Clark Howard with Wes Moss, focused on long-term perspective rather than short-term reaction. Listen and subscribe to the Retire Sooner Podcast for ongoing discussions that bring clarity and context to retirement and investing topics. Learn more about your ad choices. Visit megaphone.fm/adchoices

Previous episodes

  • 914 - Clark Howard Joins Retire Sooner to Break Down Buffett, Markets, and 2026 Themes 
    Thu, 15 Jan 2026
  • 913 - Retirement Planning, Investing Trade-Offs, and Household Risk Explained 
    Thu, 08 Jan 2026
  • 912 - Inside the Research: Happiness, Jobs Data, and Retirement Questions 
    Thu, 01 Jan 2026
  • 911 - Healthcare, Social Security, and Rate Cuts: Retirement Planning in Today’s Economy 
    Thu, 25 Dec 2025
  • 910 - Roth Conversions and Withdrawal Frameworks: Retirement Income Planning 
    Thu, 18 Dec 2025
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