Retire Sooner with Wes Moss

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

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