Wes Moss

Wes Moss, a fiduciary financial advisor and author of 'You Can Retire Sooner Than You Think,' shares invaluable insights on early retirement strategies and the joy of post-career life. He breaks down the Rule of 72(t), explaining how to access IRA funds penalty-free before age 59½. Wes also reveals key findings from his research on joyful retirees, highlighting that engaging in meaningful activities and maintaining social connections greatly enhance happiness. Plus, he answers listener questions, providing tailored financial advice for a fulfilling retirement.

Wes Moss, a fiduciary and seasoned financial advisor known for his expertise in retirement planning, shares valuable insights on navigating early retirement. He identifies six critical mistakes to avoid for those dreaming of an early exit from the workforce. The conversation also touches on the evolving landscape of retirement planning, including the FIRE movement and the importance of multiple income streams. Wes answers listener questions, offering practical strategies to ensure financial stability and make informed investment choices.

Wes Moss, a fiduciary financial advisor with expertise in retiree happiness, shares 10 key habits that ensure a fulfilling retirement. He emphasizes the significance of both financial planning and lifestyle choices, recommending a financial target of $750,000 and diverse income streams. Engaging in 'core pursuits' and maintaining social connections are highlighted as vital for mental well-being. The discussion also touches on adjusting investment strategies and navigating TSP allocation to create a balanced retirement portfolio.

Wes Moss, a fiduciary financial advisor, sheds light on the anxieties surrounding the volatile stock market of 2025. He discusses the importance of understanding the Stock Market Fear Index and why historically, peak fears tend to fade. Wes emphasizes that trying to avoid the market's worst days can hurt more than missing the best ones. The conversation also includes listener questions about retirement savings and effective long-term investment strategies, offering practical advice for navigating financial uncertainty.

Wes Moss, a fiduciary financial advisor known for his expertise in investing and retirement savings, joins to break down the world of ETFs, index funds, and mutual funds. He explains when to use each investment vehicle and clarifies the crucial differences between retirement and brokerage accounts. Wes emphasizes the importance of long-term strategies and diversification in navigating market volatility. He also answers listener questions, ensuring that both new and seasoned investors get the insights they need to plan effectively.

Wes Moss, a fiduciary financial advisor, shares insights on navigating the current turbulent market. He highlights a significant trend of retirement account trading driven by alarming headlines, advocating for confidence in uncertain times. Moss introduces the 'Dry Powder Principle' to protect your portfolio amidst volatility. The conversation emphasizes understanding risk tolerance and adapting investment strategies throughout life stages, while exploring the dynamics of dividend stocks in relation to overall financial planning.

Wes Moss, a fiduciary financial advisor and author, shares invaluable insights on investing and retirement savings. He explains why tracking corporate earnings is crucial for both stock investors and index fund owners, shedding light on the S&P 500's impact on market trends. Wes introduces the lesser-known "Rule of 55," which allows retirees to access their 401(k) funds early without penalties, and discusses effective retirement planning strategies. Listeners can also enjoy Wes's answers to listener questions, making this session both educational and engaging.

Wes Moss, a fiduciary financial advisor, shares insights into the world of investing and the job market. He tackles the age-old question of whether investing in gold is a smart move, weighing its historical significance against current market trends. Meanwhile, he discusses a concerning prediction about AI potentially eliminating half of entry-level jobs in the coming years, urging listeners to consider both the risks and opportunities this technology presents. He answers listener questions, blending financial advice with forward-thinking strategies.

Certified Financial Planner Wes Moss shares investing expertise on Warren Buffet's strategies, optimizing retirement contributions, comparing ETFs and index funds, and managing retirement portfolios for long-term financial security.

In this session, fiduciary financial advisor Wes Moss shares his insights on homeownership as a potential investment and a safeguard against inflation. He discusses the benefits of viewing a home as a 'forced savings plan' and why it can be central to retirement wealth. Wes also introduces the '5 P's' framework to enhance discussions with financial planners, emphasizing planning goals and tax implications. Plus, he answers listener questions on smart investment strategies, including ETFs versus individual stocks. Tune in for practical financial wisdom!