Podcast Episodes
Back to Search10 Essential Steps to Retire Sooner: Spending Strategies, Tax Tips, and Listener Questions
Season 5 Episode 182
Wes and Christa delve into essential topics to help get you ready to retire sooner and happier, including: • Review the Wes Moss 10-point retirement …
1 year, 4 months ago
Are You Too Passive? Rethinking Index Funds, Roth Tactics, and Retirement Timing
Season 5 Episode 181
Tackle Roth IRA strategies, dollar cost averaging, passive investing risks, strategic retirement withdrawals, and more. Whether you're planning early…
1 year, 4 months ago
ETF or Index Fund? Retirement or Brokerage? Wes Moss Unpacks Strategic Moves for Early Retirement
Wes and Christa compare ETFs vs. index funds and retirement accounts vs. brokerage accounts. Unlock financial clarity and early retirement strategies…
1 year, 4 months ago
Should You Still Buy a Home? + 5 Financial Planning Essentials You Can’t Ignore
Season 5 Episode 179
Is owning a home still a good investment? What are the 5 most important topics to cover when meeting with someone for financial guidance? Wes and Chr…
1 year, 5 months ago
Fear, the VIX, And The Bungee Market Of 2025: Why Staying Invested Still Wins
Season 5 Episode 178
Explore ways fear can sometimes subside in financial markets. Examine how missing the worst days, not just the best ones, can lead to less productive…
1 year, 5 months ago
Bear Market Retirement Guide: Investment Strategies, Tax Moves, Vacation Decisions, Timing, And Understanding Portfolio Benchmarks
Season 5 Episode 177
Make informed decisions about your retirement plans, even in a bear market. Learn whether to cancel your vacation plans due to stock market concerns …
1 year, 5 months ago
Don't Miss The Market Rebound: Invest Through Tariff Volatility, Absorb The Mappiness Project, and Answer Listener Questions
Season 5 Episode 176
Explore the latest developments in the tariff tumult, including how a lack of clarity may have led to both market meltdowns and a melt-ups: a rollerc…
1 year, 5 months ago
Retire with Confidence: Tackle Inflation, Family Planning, and Staying Calm in a Noisy Market
Season 5 Episode 175
Max out your financial insight with real-world retirement strategies and listener Q&A. Learn how to respond to shifting interest rates and weigh the …
1 year, 5 months ago
Maximize Your Retirement: 4% vs. 5% Withdrawal Rate, Inflation, Social Security, and Market Timing Explained
Season 5 Episode 174
Take control of your financial future. Learn how to determine the withdrawal rate for your retirement. Should you stick to the classic 4% rule, or is…
1 year, 6 months ago
Supercharge Your Retirement Savings and Outsmart Risk with These Game-Changing Strategies
Season 5 Episode 173
Unlock secrets to increase the probability of saving more for retirement, managing risk, and making more efficient financial moves. Learn how a simpl…
1 year, 6 months ago