Retire Sooner with Wes Moss

When it comes to finances and investing, we've found that women tend to take a backseat in decision-making while their husband or partner does all of the steering. However, women should be reminded that they are an essential part of the financial equation as well. That said, it’s crucial for women to increase their financial and investing knowledge.Kristin Curcio, Investment Advisor at Capital Investment Advisors, joins Wes Moss to shed light on women and finance. Kristin shares how often she sees financial meetings with only the husband present and why women seem intimidated by the subject at times. She also explains that unexpected circumstances can happen leading to why preparation is key, what women should know about family finances, and why couples need to have important conversations to be on the same page. Kristin and Wes also discuss the financial habits of happy retirees regarding their children, Kristin provides financial advice for single women, brings up women outliving their husbands, and how she plans to help women overcome the fear of being immersed in financial decision making. Learn more about your ad choices. Visit megaphone.fm/adchoices

People continuously postpone traveling because they presume that the “perfect time” will come, but what if we told you the best time to travel is always now? Wes is joined by Pauline Frommer, The Co-President of FrommerMedia, Editorial Director of Frommer's Guidebooks, author of the best-selling "Frommer's EasyGuide to New York City" and "Frommer's New York City Day by Day", co-host of The Frommer's Travel Show podcast and keynote speaker, to tackle the finer points of traveling.During the episode, Pauline shares her family history in the travel industry, resources for budgeting travel stays along with why travel guides can be useful tools for your trips. Pauline also touches base on COVID traveling regulations and recommends getting travel insurance accompanied with details on the range of coverage. Later in the episode, Pauline weighs in on cruises, utilizing a travel agent, and beautiful places to visit regardless of their outdated exterior. Pauline also reveals tips for getting a good sleep during your venture and why she believes people enjoy traveling so much. Learn more about your ad choices. Visit megaphone.fm/adchoices

The start of 2022 has led the market into a rough patch. As many of us feel the pain of market volatility, we can’t help but wonder if there’s any relief in sight for stocks, bonds, the economy, interest rates, inflation, and additional factors that influence the success of our investment portfolios.In this episode, Wes discusses the market volatility that many investors have faced so far in 2022 and shares his perception of what the rest of the year could look like. He also reveals how a highly diversified, stable portfolio allows you to overcome decline, shares statistics surrounding market volatility, and reviews declines in history to unveil the impact on bonds and stocks. Finally, Wes describes the importance of not selling out to trade short-term relief for long-term regret, weighs in on if he sees another recession on the horizon, and uncovers the best armor as an investor to help families work towards their retirement goals. Learn more about your ad choices. Visit megaphone.fm/adchoices

Wes is joined by Maggie Doyne, philanthropist, author, Founder of BlinkNow, and 2015’s CNN Hero of the Year Award recipient, to address discovering your philanthropic pursuits and how you can give back.Maggie talks about finding herself in Nepal at a young age, how she felt the urge to make a change in the country based on an eye-opening experience, and her motivation for building a children’s home, women’s center, and school there. She provides updates about raising numerous children in Nepal and their success stories, along with why she believes there is something to be done everywhere in every community. The episode concludes with Maggie revealing tips for finding what gives you purpose and formulating ways to give back based on the change you want to see in the world. She also unveils details from her recent book, “Between the Mountain and the Sky,” her nonprofit BlinkNow, and how listeners can show support. Learn more about your ad choices. Visit megaphone.fm/adchoices

Wes Moss sits down with Retire Sooner Podcast Producer, Mallory Boggs, to review the newly updated Money and Happiness Quiz; a short, online quiz designed to provide the insight you need to work toward a happy retirement, as well as several suggestions that might help you tune up your money happiness quotient.During the episode, Mallory reveals her answers to the quiz as Wes breaks down and compares each answer to his research on the happiest retirees. Wes also provides his insight and advice on how listeners can improve their answers with the aim of getting one step closer to landing in the happy retiree camp.Find out if you’re on track to becoming a happy retiree! Take the new and improved quiz here: Will you retire happy? Take the Money & Happiness Quiz Learn more about your ad choices. Visit megaphone.fm/adchoices

Medicines help to treat illness within the body, but what if we replaced filling a prescription with filling our bags at the farmer’s market with foods that can heal our bodies from the inside out? Dr. William Li, world-renowned physician, scientist, TED speaker, and author of “Eat To Beat Disease," joins this episode to share just how much food can impact our health.Dr. William Li provides his definition of being healthy, tips for kickstarting your health journey, and how there are five health defense systems that are crucial to our bodies. He also explains why we should explore new foods, especially in retirement, and lists foods and beverages that can be toxic to our diet. Additionally, Dr. Li shares an in-depth explanation of angiogenesis and why it’s vital to the maintenance of our body and defending our health. We wrap up with Dr. Li sharing how he takes a scientific approach to unlocking foods' nutrients as medicine and he reveals what the future looks like for discovering these healthy foods. Learn more about your ad choices. Visit megaphone.fm/adchoices

Knowing the fundamental habits of happy retirees can be beneficial. In fact, if we implement those habits into our own lives, we can also become some of the happiest retirees on the block.We’re back with part two of this episode, where Wes Moss introduces the remaining money and lifestyle habits of the happiest retirees that he compiled while researching for his latest book, “What The Happiest Retirees Know." Wes also reviews the money habits of happy retirees from part one and highlights an email from a podcast listener. Learn more about your ad choices. Visit megaphone.fm/adchoices

Internationally renowned and best-selling author, journalist, screenwriter, playwright, radio and television broadcaster and musician, Mitch Albom, joins this episode to talk through the impact of giving to others and discovering your marginal propensity for happiness.Mitch provides details about his book, “Five People You Meet In Heaven,” and how it relates to the life of his uncle, along with his secret for balancing living life without regret. Mitch shares takeaways from his time with Morrie Schwartz and his book “Tuesdays with Morrie,” debunks quitting work to find happiness, explains the concept of marginal propensity to save and spend, as well as how we have a marginal propensity toward happiness. He also shares Morrie Schwartz’s giving makes me feel like I’m living principle and how he’s implemented this into his life. To wrap up the episode, Mitch talks about his experiences from his involvement at the orphanage in Haiti and reveals details about his latest book, “The Stranger In The Lifeboat.” Learn more about your ad choices. Visit megaphone.fm/adchoices

In part one of this two-part podcast, Wes Moss compiles research from his latest book “What The Happiest Retirees Know," to provide listeners with a list of money and lifestyle habits of happy retirees. After all, if we know the fundamental habits of happy retirees, then perhaps we can translate those habits back into the smaller decisions we make on a daily basis; leading us to the ideal balance between retirement and happiness. Learn more about your ad choices. Visit megaphone.fm/adchoices

Divorce rates have doubled for those aged 50 and over since 1990, and tripled for those 65 and over. It’s shocking to think what once seemed like your happily ever after, could possibly turn out to be the downfall of your family, finances, and overall happiness. For that reason, many couples are left asking, “How did we get here?” Meredith Shirey, Founder and Practice Director at Meredith Shirey Marriage & Family Therapy, provides her insight on that question and more in this week’s episode.Meredith reviews the biggest catalysts leading to divorce and how marriage is perceived in different cultures and throughout history. Furthermore, she reveals what to consider when divorcing, as well as how this can impact your family and children. Later in the episode, Wes mentions his findings regarding marriage mulligans for Happy Retirees, Meredith dives into the touchy subject of affairs, marrying for happiness, and describes divorce patterns along with how to repair them. Learn more about your ad choices. Visit megaphone.fm/adchoices