

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.
Episodes
Mentioned books

Jul 21, 2022 • 57min
Strengthening Social Connections and Discovering Attunement with Ted Brodkin and Ashley Pallathra
Have you ever finished a conversation and immediately realized you didn’t remember anything the other person said? Do you sometimes feel as though you have fallen between the cracks of your own thoughts and you can’t seem to focus long enough to connect with others? You’re not alone. Edward S. ("Ted") Brodkin, M.D., a board-certified psychiatrist, author, and director of the Adult Autism Spectrum Program at Penn Medicine and Ashley A. Pallathra, M.A., a clinical researcher, therapist, author, and doctoral candidate in clinical psychology at the University of North Carolina, join this episode to discuss how we can improve social connectedness and find attunement.During the episode, the pair share where they met and began their collaboration on the study of connectedness, and walk us through what goes into a neuroscience research study. They also share details from their conducted study on developing a program for adults in the spectrum regarding social functioning, share the framework of their book Missing Each Other: How To Cultivate Meaningful Connections, and define attunement along with its four key elements. Furthermore, Dr. Brodkin and Ashley talk through the importance of listening to yourself and your needs in retirement, summarize mutual responsiveness, and unveil their advice for people going through the transition of leaving the workforce. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 14, 2022 • 1h 2min
What It Means To Live Life In Your Truth And With Integrity with Martha Beck
There’s a difference between living the life you think you should live and living a life you want to live. When we follow numerous social norms we can easily lose our true selves in the process of conforming to what we think we are supposed to be. But in adapting to these norms, could we be missing out on a path to living our happiest lives and becoming one of the happiest retirees on the block? New York Times bestselling author, life coach, and speaker, Dr. Martha Beck, drops by this episode to share how to live a life full of integrity and truth.Dr. Beck explains how we are born with a genetic destiny of what makes us happy in life and how we get divided internally early on. She also shares her story and experiences of living outside of her integrity, reveals her journey of becoming a life coach, and discusses longing versus yearning. Additionally, Dr. Beck unveils the lasting cure to happiness and lists the signs if you are lying to yourself and are living out of alignment. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 7, 2022 • 56min
Living A Life Filled With Travel with Don George
Taking a trip every once in a while is good for the soul, but have you ever thought about what a life full of traveling experiences could do? Don George, legendary travel writer, editor, and author who has won numerous awards for his work, joins this episode to share what it’s like living a life filled with travel and creating unforgettable memories.Don reveals when he caught the travel bug and got into travel writing, along with the travel piece that changed his career for the better. He also shares some of his traveling experiences and what he’s learned from the culture, an astonishing Mount Kilimanjaro story, and how he considers traveling a religion. Additionally, Don reveals details from his book, “The Way of Wanderlust,” lists his favorite travel destinations, discusses how his dad retired early to travel, and provides advice for other travel writers. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 30, 2022 • 1h 2min
Leading By Trust And Inspiration with Stephen M. R. Covey
There are many qualities that a leader should possess. A good leader has empathy, integrity, and confidence, as well as two important qualities; trust and inspiration. In this episode, Wes sits down with Stephen M. R. Covey, a New York Times and #1 Wall Street Journal bestselling author, writer, public speaker, co-founder and CEO of CoveyLink Worldwide, and former President and CEO of Covey Leadership Center, to discuss leading by trust and inspiration.Stephen shares takeaways from his books and his role in the success of his father’s book, along with the scalable business that came from it. He also explains why we need to become trust and inspire leaders rather than command and control leaders, and how a good leader can help you feel purpose and meaning. Additionally, Stephen reveals why the best relationships are centered around trusting one another, how it’s possible to restore trust if we’re willing to behave our way back into it, and lists some well-known leaders that inspire him. Stephen wraps up by sharing how leadership can be utilized in different companies and in life, as well as the principles that build trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 27, 2022 • 56min
How To Survive A Bear Market
The year has gotten off to a rough start, leaving many nervous about what to do with their finances when markets are down, The Fed is raising rates, and inflation is through the roof. To help ease your mind, Wes reveals insights into surviving a bear market and covers what has worked in the market thus far in 2022 during this episode.Listen as Wes analyzes recent consumer sentiment data from the University of Michigan, what areas of the market are working in 2022, and dives into value investing versus growth investing. Additionally, Wes talks about the negative wealth effect and how bear markets typically operate. He also covers the current standing of the market and reveals details regarding the Retire Sooner Podcast summer series.Disclosure: This is provided as a resource for informational purposes and is not to be viewed as investment advice or recommendations. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. The mention of any company is provided to you for informational purposes and as an example only and is not to be considered investment advice or recommendation or an endorsement of any particular company. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. The information provided is strictly an opinion and for informational purposes only and it is not known whether the strategies will be successful. Investment decisions should not be made solely based on information contained herein. There are many aspects and criteria that must be examined and considered before investing. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions. The views and opinions expressed are for educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 23, 2022 • 47min
The Importance Of Maintaining Your Mental Health with Dr. Gregory Scott Brown
While our physical health is extremely important, people often overlook exercising their mind. Mental health is the driving force behind the decisions we make; how we live, how we work, and how we love. Dr. Gregory Scott Brown, M.D. board-certified psychiatrist, mental health writer, author, and an affiliate faculty member at the University of Texas Dell Medical School, joins this episode to stress the importance of maintaining your mental health and caring for your mind.Dr. Brown kicks off the episode by defining mental health, touches on the mental health of teens vs. retirees, and talks through how nutrition impacts your mind. He also shares his five essential pillars for mental health that everyone can optimize, why breath work is the most underutilized form of medicine and experiencing burnout. Furthermore, Dr. Brown reveals a great form of therapy for your mind, discusses some of his mental health struggles, and discloses details from his newest book. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 20, 2022 • 1h 2min
Improving Your Communication with Celeste Headlee
As human beings, communication is our superpower. Having a conversation can lead to stress relief, the absorption of new information, and personal connection. Celeste Headlee, author, radio journalist, public speaker, and co-host of the weekly series Retro Report on PBS, joins this episode to share how to stop hiding behind emails, text messages, data, and statistics and start having more impactful conversations with one another.Celeste explains how your brain cannot do two impactful things at once, the two ways conversations can be negative and why we should stop pontification during our interactions. She also shares how living your best life is the most powerful way to influence someone else, why follow-up questions are powerful and an important communication tactic. Later in the episode, Celeste reveals why one of the worst things you can say is “I know how you feel,” and how you can work on improving your listening skills. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 16, 2022 • 1h 4min
A Handbook To Building Your Bucket List with Ben Nemtin
If you had $10,000,000 and the ability to do anything you wanted before you died, what would it be? Star in a television show? Play basketball with the president? Walk the Great Wall of China? Wes sits down with #1 New York Times best-selling author of “What Do You Want To Do Before You Die?”, star of the MTV show The Buried Life, co-founder of The Buried Life movement, and one of the World’s Best Motivational Speakers, Ben Nemtin, to help you unbury those dreams and prepare for creating the ideal bucket list by the time you finish this episode.Ben opens up about his struggles with mental health, what he’s learned and how he’s attained self-worth through his projects. He also reveals that everyone goes through some sort of mental health crisis in their lives and why being true to yourself is important. Ben goes on to share the details of what went into creating The Buried Life along with the initial bucket list for the show, tips for how to generate your own bucket list, and why people regret their inactions more than their actions. Furthermore, Ben shares why accountability is effective for your accomplishments, talks through the categories in The Bucket List Journal that he created to help others, provides bucket list advice for retirees, and uncovers why he believes retirees have the power to change the world. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 13, 2022 • 30min
The Economic Battle Between The US PGA And Saudi Arabia's LIV
In this episode, Wes Moss talks about a top core pursuit that many happy retirees enjoy, golf. He covers the current controversy of why the US PGA is battling with Saudi Arabia's LIV and the economics of professional golf.Listen as he explains the details behind the LIV Tour and what is being offered to golfers on the tour along with his insight and the insights of fellow golfing colleagues surrounding the subject. Wes also reveals certain controversies behind the rules and regulations of LIV, the differences between European golf and golfing in the United States, and how inflation relates to golf. Lastly, he covers the Amazon split, defines a stock split with examples, and talks through the market psychology that overlays stock splits.This information is provided to you as a resource for informational purposes only and is not to be viewed as investment advice or recommendations. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. There will be periods of performance fluctuations, including periods of negative returns and periods where dividends will not be paid. Past performance is not indicative of future results when considering any investment vehicle. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. There are many aspects and criteria that must be examined and considered before investing. Investment decisions should not be made solely based on information contained in this article. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions. The information contained is strictly an opinion and it is not known whether the strategies will be successful. The views and opinions expressed are for educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions, Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 9, 2022 • 1h 3min
Why You Should Never Put Travel On Hold with Mike and Anne Howard
Traveling is inspiring, exciting, and takes us out of our comfort zone. As funny as it sounds, there are numerous benefits to hopping on a plane to a new, unknown destination. So isn’t it time that you stop putting your travels on hold and start packing your suitcase? Mike and Anne Howard, the World’s Longest Honeymooners and founders of the popular travel site, HoneyTrek.com, join this episode to discuss why you should never put travel on hold.Mike and Anne share how they kickstarted their travel journey with the help of savings from their nest egg, the evolution of their website HoneyTrek.com, along with some of their favorite travel destinations. The pair also shares budgeting resources for booking a stay and finding specific foods when traveling, how they fund their trips, and describe what it means to travel hack. Furthermore, Mike and Anne provide advice for traveling couples, discuss how longer trips deepen your experience, uncover details from their recent book and describe why people should not only retire sooner but travel sooner as well. Learn more about your ad choices. Visit megaphone.fm/adchoices