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
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914 - Clark Howard Joins Retire Sooner to Break Down Buffett, Markets, and 2026 Themes Thu, 15 Jan 2026
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913 - Retirement Planning, Investing Trade-Offs, and Household Risk Explained Thu, 08 Jan 2026
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912 - Inside the Research: Happiness, Jobs Data, and Retirement Questions Thu, 01 Jan 2026
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911 - Healthcare, Social Security, and Rate Cuts: Retirement Planning in Today’s Economy Thu, 25 Dec 2025
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910 - Roth Conversions and Withdrawal Frameworks: Retirement Income Planning Thu, 18 Dec 2025
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909 - The Saver-to-Spender Shift: Behavioral Drivers of Thoughtful Retirement Planning Thu, 11 Dec 2025
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908 - Your Guide to Today’s Highly Searched Retirement Questions Thu, 04 Dec 2025
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907 - Retirement Catalysts: The Moments That Can Shift Your Financial Future Thu, 27 Nov 2025
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906 - Planning Clarity: Family Support, Tax Rules, and the Workforce of Tomorrow Thu, 20 Nov 2025
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905 - Retirement Planning Insights: Housing Market, Investment Decisions, and Life Purpose After 50 Thu, 13 Nov 2025
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904 - COLA Updates, AI, and Diversification: Mapping the Modern Retirement Landscape Thu, 06 Nov 2025
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903 - Clark Howard Joins Wes Moss to Discuss Market Context, Investor Behavior, and Retirement Trends Thu, 30 Oct 2025
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902 - How Private Equity, 401(k) Changes, and Emerging Trends May Be Reshaping Retirement Planning Thu, 23 Oct 2025
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901 - From “Set” to “Settled”: Finding Confidence and Calm in Your Financial Life | Retire Sooner Podcast Thu, 16 Oct 2025
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900 - The American Dream Reset: Retirement Costs, Inflation, and Savings Strategies Thu, 09 Oct 2025
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899 - Retirement Planning Insights, TSP Education, and Family Money Conversations Thu, 02 Oct 2025
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898 - Fed Actions, 72(t) Rules, and Investment Strategies: Retirement Planning Made Clear Thu, 25 Sep 2025
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897 - 5 Investing Pillars & Tax Tips for Retirement Planning Thu, 18 Sep 2025
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896 - Maximize Retirement Income & Plan for Early Financial Freedom Thu, 11 Sep 2025
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895 - Balancing Stability and Growth in Today’s Retirement Landscape Thu, 04 Sep 2025
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894 - Social Security, Taxes, REITs, and More: Exploring Key Retirement Planning Topics Thu, 28 Aug 2025
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893 - From Asset Allocation to Market Trends: Tools for Thoughtful Retirement Planning Thu, 21 Aug 2025
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892 - Balanced Investing, Roth Conversions & Estate Planning Strategies Thu, 14 Aug 2025
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891 - Retirement Catch-Up Strategies, Social Security Timing & Essential Planning Insights Thu, 07 Aug 2025
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890 - Are You Richer Than You Think? Retirement Benchmarks and Planning Insights Thu, 31 Jul 2025
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889 - What If Everything You Knew About Retirement Was Wrong? Thu, 24 Jul 2025
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888 - What Every Retiree Needs to Know About Social Security, Trusts, and Retirement Withdrawals Thu, 17 Jul 2025
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887 - Roth Rules, Pension Puzzles, and Real Retirement Stories: Your Questions Answered Thu, 10 Jul 2025
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886 - From FOMO to Focused: Retirement Strategies for Market Volatility and Asset Allocation Thu, 26 Jun 2025
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885 - Keys to Early Retirement: Rule 72(t), New Research, Investing Insights, and Lasting Happiness Thu, 19 Jun 2025
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884 - Are Earnings Everything? Plus More Strategies To Boost Long-Term Investing and Retirement Planning Thu, 12 Jun 2025
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883 - From Gold to Growth: Long-Term Retirement Planning in Uncertain Times Thu, 05 Jun 2025
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882 - 10 Essential Steps to Retire Sooner: Spending Strategies, Tax Tips, and Listener Questions Thu, 29 May 2025
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881 - Are You Too Passive? Rethinking Index Funds, Roth Tactics, and Retirement Timing Thu, 22 May 2025
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880 - ETF or Index Fund? Retirement or Brokerage? Wes Moss Unpacks Strategic Moves for Early Retirement Thu, 15 May 2025
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879 - Should You Still Buy a Home? + 5 Financial Planning Essentials You Can’t Ignore Thu, 08 May 2025
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878 - Fear, the VIX, And The Bungee Market Of 2025: Why Staying Invested Still Wins Thu, 01 May 2025
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877 - Bear Market Retirement Guide: Investment Strategies, Tax Moves, Vacation Decisions, Timing, And Understanding Portfolio Benchmarks Thu, 24 Apr 2025
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876 - Don't Miss The Market Rebound: Invest Through Tariff Volatility, Absorb The Mappiness Project, and Answer Listener Questions Thu, 17 Apr 2025
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875 - Retire with Confidence: Tackle Inflation, Family Planning, and Staying Calm in a Noisy Market Fri, 11 Apr 2025
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874 - Maximize Your Retirement: 4% vs. 5% Withdrawal Rate, Inflation, Social Security, and Market Timing Explained Thu, 03 Apr 2025
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873 - Supercharge Your Retirement Savings and Outsmart Risk with These Game-Changing Strategies Thu, 27 Mar 2025
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872 - American Army of Productivity: How to Overcome Tariff Fears and Secure Your Financial Future Thu, 20 Mar 2025
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871 - Retire Sooner, Retire Smarter: 6 Costly Mistakes to Avoid for Financial Freedom Thu, 13 Mar 2025
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870 - 10 Habits of the Happiest Retirees: Smart Money Moves & Fulfilling Lifestyles Thu, 06 Mar 2025
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869 - How Much Do You Need To Retire? Break It Down And Fill The Gap Thu, 27 Feb 2025
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868 - Millionaire Mindset Unlocked: Hard Work, Thoughtful Investing, and Bogle’s Playbook Might Fast-Track Your Retirement Thu, 20 Feb 2025
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867 - Lump Sum Or Pension? Crack the 6% Code + Market Highs & Retirement Power Moves Thu, 13 Feb 2025
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866 - 5 Powerful Portfolio Diversification Strategies to Reduce Market Anxiety + The Army Of American Productivity Thu, 06 Feb 2025
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865 - It's Never Too Late To Start Saving For Retirement + Q&A Thu, 30 Jan 2025