Retire Sooner with Wes Moss

In this podcast episode, Wes urges listeners to rethink investment percentages for their balanced portfolio. He discusses how the traditional 60/40 portfolio might need to be revisited based on interest rate predictions, the current interest rate environment, the purpose of bonds, and the power of income investing. Learn more about your ad choices. Visit megaphone.fm/adchoices

Whether it’s for work or pleasure, traveling can be fun and exciting. However, have you ever thought about why you are traveling?During this podcast episode, Wes is joined by Joe Cortez, Editor and Chief of FlyerTalk.com, an online hub for up-to-date travel news and insight. Joe shares how discovering the purpose of your travel can change your outlook on the entire process. He also explains how he started his traveling career, debunks the perks and benefits of flyer status, reveals why determining what you want from your travel is essential, describes how your traveling needs change as you grow older, and unveils his ideal travel destination to retire sooner. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this podcast episode, Wes reveals common investing mistakes to avoid. He also talks through upcoming podcast episodes, explains his experience in the investment industry, discusses stock market trends, reveals the importance of timing for investors, and describes the connection between the percentage of trading days missed versus your rate of return. Learn more about your ad choices. Visit megaphone.fm/adchoices

If you could retire anywhere, where would it be? What are the main variables that would help you determine where to go? If you’re pursuing the answers to these questions, this podcast episode can help!This week Wes sits down with the duo, Gilen Chan and Gene Preudhomme, a couple in their fifties and hosts of the weekly podcast, Retire There. They discuss how to find the perfect retirement location, talk through their own podcast process, share retirement location stories from their podcast listeners, reveal where they are in their own lives, debate the difficulties of moving away from family, and uncover where they plan to retire. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this podcast episode, Wes shares five reasons retirees are retiring as soon as they can. He also talks through catalysts for retiring, dives into the retirement transition, shares comments from listeners regarding their retirement, reveals financial checkpoints of happy retirees, and provides his advice and insight on retiring happy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Building generational wealth is important and can help to set your family and future family up for success. However, what planning is required when it comes to passing down that wealth to your children and their children?In this podcast episode, Wes sits down with Steven Goodman, Author of Business Succession Planning, to discuss leaving wealth to the next generation. Steven also shares the risks of passing down a family business, what to factor in as a parent with a family business, the pitfalls of leaving wealth to multiple children, cashing out on your company, private equity, and his insights on life insurance. Learn more about your ad choices. Visit megaphone.fm/adchoices

History continues to repeat itself, especially when it comes to the economy and the stock market. In this podcast episode, Wes shares the power of two stock related averages; the average intra year decline and the average rate of return. He also discusses U.S. stock market predictions from well known investors, how averages tell the real stock market story, scary headlines regarding investing, historical trends, and the importance of understanding these averages to reach your financial goals. Learn more about your ad choices. Visit megaphone.fm/adchoices

Everyone seeks a smooth transition into retirement. Although it’s important to have a successful adjustment individually, including your spouse in the transition is also essential. In this episode, Louis H. Primavera, PhD is back to discuss the inclusion of your spouse within the retirement process. He also explains relationship contracts, shares his experiences with marriage counseling clients, reveals the importance of negotiation, stresses the significance of giving 100% on both sides of the relationship, and discusses the marital habits of happy retirees. Learn more about your ad choices. Visit megaphone.fm/adchoices

Quitting your job is your choice, and for most, there is a good reason behind doing it. In fact, there is currently a labor shortage in the U.S. because of so many Americans quitting on their own accord. With a large supply of job openings and a short supply of labor, this is the best job economy that our country has seen. Believe it or not, this “I quit” economy can also positively affect your retirement plan.During this podcast episode, Wes dives into the “I quit” job economy. He also shares which industries have a labor shortage, variables that lead to people quitting, why there is a labor shortage, research surrounding the job economy, how this shortage can impact your early retirement, and which industries people are quitting the most. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Wes sits down with Ann Germany, an expert from The Arbor Company. Ann dives into key traits in normal aging versus cognitive decline and how to prepare if your loved one is diagnosed with a cognitive decline-based disease.Ann also shares her experience caring for her mother, four common forms of dementia, red flags of cognitive decline, and actions to take when red flags appear. Learn more about your ad choices. Visit megaphone.fm/adchoices