Retire Sooner with Wes Moss

In this first episode of season two of Retire Sooner, Mallory Boggs sits down with Robert Sanders from the Retire Sooner Team. Robert is a Partner and Chief Investment Officer at Capital Investment Advisors.Robert explains what it takes when deciding what you want to invest in. He also defines his role at Capital Investment Advisors (CIA), simplifies the macro level of investing, reveals the ideal goal for clients at CIA, talks through discovering companies to invest in, why style consistency is essential when investing, and why it’s important to align your investment goals with your beliefs. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this podcast episode, Wes is joined by Emily Esfahani Smith, she is the author of the book, ”The Power of Meaning”, and she delivered a TED talk called “There’s More to Life Than Being Happy”. Emily introduces her approach to finding meaning in life which she argues is more important than happiness. She suggests everyone examine and strengthen 4 pillars in their life: belonging, purpose, transcendence, and storytelling. She also shares how growing up in Sufism impacted her study of this philosophy, the rising tide of despair the world faces today, and how we can all find ways to enjoy a full and meaningful life.  Learn more about your ad choices. Visit megaphone.fm/adchoices

This podcast is an incredible labor of love from our team as we strive to help our listeners retire sooner. I'm so grateful to all of you for listening, and I’m excited for our next episode coming out on November 8th with Emily Esfahani Smith.Every day since the pandemic began, I have been on the air, coaching people through the economic roller coaster. During that time, I've also written and published a new book, and I've worked consistently to create the best content possible on this podcast, in my Atlanta Journal-Constitution column, and for my show on WSB radio. While I’ve enjoyed doing all of this, I’ve decided to take my own advice, and starting mid-November I’ll be focusing on some other core pursuits in my life for a bit. I'll be back in the spring of 2022 with some great new episodes for you here.While I might be taking a short break on the current format of the podcast, I don't want you to take a break on working towards your goal of retiring at least one year sooner. So I’m turning over the mic (for a bit) to those who work tirelessly behind the scenes at Retire Sooner to answer the questions we see come in from our listeners every day. Starting November 15, we’ll be rolling out a new podcast format we’re calling, “Questions & Answers." Our producer Mallory will be sitting down weekly with a member of our team of financial professionals to dig into a financial or economic topic where we’ve consistently seen confusion and questions. I hope you enjoy these new episodes, and I can't wait for you to see what's coming in the spring. If you'd like to reach me or the Retire Sooner Team, you can always find us at WesMoss.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Retire Sooner, Wes sits down with Financial Advisor turned Financial Coach, Freelance Writer, and young FIRE Advocate, Katie Oelker. Katie defines and explains what the FIRE movement is along with the varieties that come with it. She also shares her dramatic money story growing up, her retirement and investment goals, her journey as a financial advisor and financial coach, why it’s important to know about our parents' and childrens' finances, and reveals her core pursuits. Learn more about your ad choices. Visit megaphone.fm/adchoices

During this episode, Wes shares details from his new book, What The Happiest Retirees Know: 10 Habits for a Healthy, Secure, and Joyful Life. He also explains how he collected his research and studies for the book, why he studies happy and unhappy retirees, and what we can learn from happy retirees. He gives additional insights into the habits of the happiest retirees, how to discover your core pursuits, and shares a personal story about a friend’s emotional struggle without work. Learn more about your ad choices. Visit megaphone.fm/adchoices

While many of us appreciate the call to duty for our nation’s military servicemen and servicewomen, we’re not often aware of the challenges they face financially. As they transition back to civilian life, many encounter challenges with saving, investing, and earning a living.In today’s podcast episode, Wes is joined by Lacey Langford, a former member of the U.S Air Force and Co-host of the Military Money Podcast. Lacey explains the difficulties that military service members face with finances as they transition back into civilian life. She also shares details about her military background, reveals the struggles of being a military spouse, simplifies the military career process and military ranks, breaks down security clearances, shares the importance of taking ownership of your finances, and unveils financial resources for military members. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Retire Sooner, Wes replays questions from callers on his Money Matters radio show. From the questions asked he discusses how to set up a retirement plan, taking required minimum distributions, and the impact today's political environment has on the stock market.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. 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. Investment decisions should not be made solely based on information contained herein. Learn more about your ad choices. Visit megaphone.fm/adchoices

During this episode, Wes sits down with Joe Saul-Sehy, Creator and Co-Host of the Stacking Benjamins podcast. Joe talks through selling his business and transitioning into a new career, his podcast journey and the process of writing his book. He also shares how children can help us learn life lessons, along with discussing the debate for hiring a financial advisor, his insight on income sources, and the pros and cons of retiring early. Learn more about your ad choices. Visit megaphone.fm/adchoices

If you take the proper steps, investing can be rewarding and valuable. However, if your only focus is growth, then you could be missing out on a large piece of the equation — income investing.In this podcast episode, Wes unveils the beneficial process of income investing. He also discusses the possibilities of inflation, the many ways to approach investing, the emotional side of investing your retirement money, why he admires income investing, a simple explanation of the income investment process, and steps to take to begin your income investment journey. Learn more about your ad choices. Visit megaphone.fm/adchoices

Living in luxury comes at a price, and it’s important to be cautious with your finances to avoid unexpected ups and downs; especially living in areas like Los Angeles.In this podcast episode, Wes is joined by Bob Wheeler, Certified CPA, CORE Energetic practitioner, Inspirational Speaker, Author, and CFO of the world-famous Comedy Store in Los Angeles. Bob shares his comedic journey, the financial trends of comics, reveals the spending tendencies of his Los Angeles clients, what it’s like being an LA resident, and touches base on his book The Money Nerve along with the connection between money and emotions. Learn more about your ad choices. Visit megaphone.fm/adchoices