Retire Sooner with Wes Moss
610 episodes - English - Latest episode: 1 day ago - ★★★★ - 126 ratingsWes 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.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Tweaking Your Anxiety Settings with Dr. John Delony
April 25, 2024 16:00 - 1 hourWe live in a 21st-century world, and our brains haven’t quite caught up. They’re designed to look out for the Saber-toothed tiger, not a million dings and beeps from smartphones. It’s no surprise that anxiety is a massive problem in modern-day life. But Dr. John Delony says anxiety isn’t necessarily a bad thing. It’s just an alarm system to keep us safe, and we can learn to tweak the settings. John is a two-time bestselling author, holds two PhDs, spent over twenty years working in crisis res...
Retire Sooner Conference Part One: Are You Pushing A Mower Or Riding A John Deere Lawn Tractor?
April 18, 2024 16:00 - 57 minutesOn today's episode, Wes is joined by Producer Mallory Boggs. They brainstorm the idea of holding a “Retire Sooner Conference” and answer some of the questions the attendees might ask the panel. Using his retirement calculator, Wes explores what constitutes a solid retirement plan and how much inflation needs to be considered. Then, combining his Retire Sooner Team’s research with analysis from The Ramsey Network’sDr. John Delony about the burden of debt, Wes answers whether people should or s...
Financial Freedom For Expats with Edd and Cynthia Staton
April 11, 2024 16:00 - 1 hourEdd and Cynthia Staton’s retirement plans were on track. Then, the 2008 Financial Crisis hit. Their careers disappeared, their home lost its value, and their savings plummeted. Realizing recovery was unlikely, they needed to come up with a Plan B. And boy, did they ever. In 2010, they moved to Cuenca, Ecuador. Don’t worry, they didn’t know where that was, either. But now they love it! They live in a 3,000-square-foot penthouse apartment, have a housekeeper, eat out frequently, never worry abo...
The Dog Chasing Tail Investment Strategy
April 04, 2024 16:00 - 41 minutesOn today’s show, Wes is joined by Producer Mallory to elaborate on the pitfalls of fleeing the market during turbulent times. They comment on the shell shock of the Covid-19 lockdowns back in 2020 and how tempting it was for fearful investors to yank their money out of the market. Wes empathizes with the temptation but explains that letting the dog chase the tail rather than trusting in a balanced, diversified portfolio can have disastrous ramifications. Wes reveals that time in the market ty...
How To Strengthen The Aging Brain with Dr. Nicole Byers
March 28, 2024 16:00 - 45 minutesWe all know aging comes with cognitive challenges, but how early do they start? Sometimes, I forget my email password or where I put my car keys. Should I be worried? Dr. Nicole Byers came by to give us some fascinating answers, including the magical age when it can be beneficial to consume MORE calories. With a Ph.D. in clinical psychology and a dissertation focused on the aging brain, she’s written extensively about brain health for Psychology Today. A neuropsychologist, TEDx speaker, and...
My Favorite Lessons From The Psychology Of Money: Part Two
March 21, 2024 16:00 - 35 minutesIn part two of Wes’ favorite takeaways from Morgan Housel’s bestselling book, The Psychology of Money, he teams up with Producer Mallory to discuss the power of tail events, the misconception of money and respect, the illusion of wealth, the simple act of saving, how reasonable is greater than rational, expecting the unexpected, leaving room for error, financial bubbles, the seduction of pessimism, the lure of appealing fiction, and money confessions. They wrap it all into a profound explorat...
12 Reasons Why Life Gets Better With Age with Chip Conley
March 14, 2024 16:00 - 54 minutesYou can’t say the word “midlife” without imagining a crisis. An aging bald guy who cheats on his wife and buys a sports car to fill the void. But Chip Conley says we’re looking at it all wrong. The midlife age range has been unfairly branded, and he’s on a mission to change it. He co-founded MEA, the Modern Elder Academy, in 2018. The world's first ‘midlife wisdom school’ has a campus in Baja, California, and a new one is opening in Santa Fe, New Mexico. They help folks navigate midlife with ...
Lessons From The Psychology Of Money: Part One
March 07, 2024 17:00 - 42 minutesOn today’s episode, Wes is joined by producer Mallory for part one of their discussion about the biggest takeaways from Morgan Housel’s bestselling book The Psychology of Money. They cover concepts such as the influence of personal history, the freedom money can offer, luck and risk, knowing how much is enough, the power of compounding, getting wealthy vs. staying wealthy, and unexpected outcomes. Learn more about your ad choices. Visit megaphone.fm/adchoices
TED Talks and Infectious Generosity With Chris Anderson
February 29, 2024 17:00 - 1 hourOn today’s episode, Wes explains the generosity component of the Retire Sooner podcast and welcomes Chris Anderson to the show. Chris is the curator of TED, a nonprofit media organization that leverages the power of ideas to make a better future, perhaps more well-known for its TED Talks Series. He is the author of the New York Times bestseller TED Talks and has overseen the introduction of TEDx, TED-Ed, TED Fellows, and the Audacious Project, a new form of collaborative philanthropy. Chris ...
Three Investing Keys to Help Retirees Sleep Well at Night
February 22, 2024 17:00 - 28 minutesOn today’s episode, we ponder the question, “Can money buy happiness?” The answer might surprise listeners, and Wes borrows the words of best-selling author Morgan Housel to help discuss the positive and negative psychological effects money can have on retirees. Wes then uses his own “Bucket System” analogy to explain income investing and how three keys can help folks sleep well at night. Learn more about your ad choices. Visit megaphone.fm/adchoices
Reinventing Yourself In Retirement With Steve Tarr
February 15, 2024 17:00 - 50 minutesOn today’s episode, Wes sits down with Steve Tarr, a Fellow at the Drucker School of Management, to discuss how difficult the retirement transition can be for busy and successful people. Using the SOAR Program as a guide, they analyze the positive effects of discovering new pathways to meaning, community, and purpose and how they can lead to retirement happiness. Learn more about your ad choices. Visit megaphone.fm/adchoices
What Retirees Need To Know About A New Bull Market And The Hidden Strength Dividends
February 08, 2024 17:00 - 24 minutesCapital Investments Advisors Wealth Analyst Jeff Lloyd joins Wes to discuss the excitement around the market finally recouping its 2022 losses and forging into bull market territory. Then, they delve into the hidden market strength of dividends and what retirees need to know about the opportunities they can provide. Learn more about your ad choices. Visit megaphone.fm/adchoices
Navigating the ABCs and D of Medicare with Mary Beth Franklin
February 01, 2024 19:43 - 48 minutesOn today’s episode of the Retire Sooner podcast, Wes welcomes back Mary Beth Franklin. This time, she takes on the herculean task of simplifying Medicare. They get into the differences between Medicare A, B, C, D, Advantage Plans, Gap Plans, and Supplemental Coverage. Mary Beth lays out which options might suit which people, depending on their lifestyles. She flags when it could be ideal to pay for the more expensive plan and when the cheaper selection could suffice. She gets into the weeds o...
Will Nick Saban Be A Happy Retiree?
January 25, 2024 21:11 - 1 hourOn today’s episode of Retire Sooner, Wes welcomes Happiest Retirees podcast host Ryan Doolittle to discuss college football legend Nick Saban’s recent retirement. They delve into his famous coaching process, looking for helpful financial and life-planning tips. Using Saban’s specific principles, they lay out the case for focusing on the process rather than the outcome to achieve a happy retirement. What are Coach Saban’s own chances for a happy retirement? Listen and find out. Learn more abou...
How Retirees Can Optimize Their Social Security Benefits with Mary Beth Franklin
January 18, 2024 17:00 - 1 hourSocial Security can be an essential stream of income for retirees on a fixed income. Unfortunately, the seemingly endless rules and regulations can overwhelm even the most informed applicants. In today’s Retire Sooner episode, Social Security ace Mary Beth Franklin joins Wes to bring listeners the most up-to-date information and context about avoiding pitfalls and maximizing benefits. In a dynamic conversation, Wes channels the questions of many Americans. He even puts Mary on the hot seat ab...
Confusing, Confounding, and Critical: Maximizing Social Security with Mary Beth Franklin
January 18, 2024 17:00 - 1 hourSocial Security can be an essential stream of income for retirees on a fixed income. Unfortunately, the seemingly endless rules and regulations can overwhelm even the most informed applicants. In today’s Retire Sooner episode, Social Security ace Mary Beth Franklin joins Wes to bring listeners the most up-to-date information and context about avoiding pitfalls and maximizing benefits. In a dynamic conversation, Wes channels the questions of many Americans. He even puts Mary on the hot seat ab...
2024 Outlook: A Whole New World
January 11, 2024 17:00 - 37 minutesIn today’s episode of the Retire Sooner podcast, Wes is joined by Capital Investment Advisors Co-Chief Investment Officer Connor Miller. They discuss the possibility of 2024 ushering in “A Whole New World” for markets, investors, and retirees. They reiterate that purchasing power is a perennial goal for the happy retiree. Inflation lay nearly dormant from 2009 to 2020 as if it were a prehistoric beast frozen deep inside an Arctic glacier. Unfortunately, the government’s post-pandemic monetary...
Dave Ramsey Says You Can Withdraw 8% From Your Retirement Portfolio
January 04, 2024 17:00 - 39 minutesAnyone in the Retire Sooner family knows how passionate Wes is about the 4 Percent Rule—William Bengen’s rule of thumb that originally discovered retirees who draw down 4 percent of their portfolio in the first year of retirement and then adjust this amount yearly for inflation would likely see their money outlive them, assuming a 50 to 75 percent allocation in stocks. On today’s episode, Wes discusses Dave Ramsey’s recent controversial statements about doubling the number to 8 percent. You r...
Happy Holidays From The Retire Sooner Team
December 21, 2023 17:00 - 51 secondsHappy holidays to my favorite happy retirees and aspiring retirees! The Retire Sooner Team is taking a little time off to step away from the office and connect with friends and family. We'll be back with a new season in January with more fun episodes that I hope will help push you to retire that much sooner and happier. If you have any ideas on topics you'd like for us to cover in the near year, please let us know! Visit the Contact page on RetireSoonerTeam.com. Those messages come straight ...
A Gold Medal for Positivity with Scott Hamilton
December 14, 2023 17:00 - 1 hourArguably the most recognized male figure skater in the world, Scott Hamilton has won seventy titles, awards, and honors, including an Emmy nomination, induction into the United States Olympic Hall of Fame, and the World Figure Skating Hall of Fame. He later became a fan-favorite analyst/commentator, performer, producer, and best-selling author. He even shared the big screen with Will Ferrell and Amy Poehler in the classic comedy Blades of Glory. As fierce as the competition was in the skating...
How To Stay A Millionaire, And Other Lessons from The Millionaire Next Door
December 07, 2023 17:57 - 45 minutesIn today’s episode, Wes points out that the population of mini-millionaires is growing and that society’s perception of them isn’t always very accurate. Producer Mallory Boggs joins to discuss this latest variant of what authors Thomas Stanley and Bill Danko originally coined, The Millionaire Next Door. They elaborate on five habits that this cohort tends to follow. And Wes points out that although investing is often a critical step to becoming a millionaire, it’s perhaps even more essential ...
Protecting Your Finances with Amy Nofziger
November 30, 2023 17:00 - 1 hourOn today’s episode, Wes sits down with a woman who has dedicated her life to finding ways to protect retirement assets. As the director of victim support for the AARP Fraud Watch Network, Amy Nofziger has nearly two decades of experience in fraud prevention and victim support. A certified fraud examiner, she’s worked with the Wall Street Journal, Live with Kelly and Ryan, and Dr. Phil, among others, to shed light on consumer exploitation. The heinous nature of fraudsters is matched only by th...
Revisiting One Trick To Change Your Relationship With Money From Ken Honda
November 23, 2023 17:00 - 1 hourIs your relationship with money holding you back from finding financial success? Many of us have a rocky relationship with money, but if we looked at our capital from a different perspective, this could possibly change our outlook and relationship with money. To aid us in improving our connection with our funds and uncover the trick we need to change our relationship with money, Wes sits down with Ken Honda, a worldwide, well-known author whose books have sold more than 8 million copies, inc...
The Age Wave with Ken Dychtwald
November 16, 2023 17:00 - 1 hourWhen Betty White died in 2021, we were somehow surprised. Even at 99-years-old, it felt like she was gone too soon. Smokey Robinson just released a new album at 83 years of age. Martha Stewart posed in a bathing suit on the cover of Sports Illustrated at 81. How we think about aging is much different than it used to be, and Ken Dychtwald is one of the foremost authorities on these changing perceptions. For more than 45 years, he’s been an original thinker on the lifestyle, marketing, health...
Revisiting Five Financial Secrets Of The Happiest Retirees
November 09, 2023 17:00 - 39 minutesAlthough numerous habits make up the structure of a happy retiree, financial habits play a large part in creating the fulfilling retirement you’ve always dreamed of and being able to fund your additional interests. In this episode, Wes breaks down the five financial secrets of the happiest retirees based on research from his latest book, What The Happiest Retirees Know, and reveals how these patterns are fundamental to building wealth and living a comfortable retirement. Learn more about your...
Unretirement, Purpose, and a Paycheck—How Older Workers Can Create a Stronger and More Vibrant Economy with Chris Farrell
November 02, 2023 16:00 - 59 minutesThe term “Unretirement” is popping up more and more these days, and Chris Farrell literally wrote the book on it. After years of studying and reporting on the economy for PBS Next Avenue and Bloomberg Businessweek, Chris’ latest book, Purpose and Paycheck, further drives home the point that, at our core, humans have a deep need to be useful. A leading voice of the Unretirement movement, Chris joins Wes to share his thoughts on why so many Baby Boomers have decided to embrace the Unretirement ...
Life Catalysts Along Your Retirement Journey
October 26, 2023 16:00 - 51 minutesChange is a natural part of life. The more we lean in to that change, the better we can plan for and adjust to its consequences. On today’s episode, Wes points out some of the common catalysts for that change, and how we can ultimately make them work for our own retirement happiness. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Shred Method with Adam Carroll: Part 2
October 19, 2023 16:00 - 33 minutesHow do banks calculate the amount due on your monthly mortgage payment? Here’s a hint: it’s not based on an intrinsic desire to benefit you. Banks are in business to make money; you are their compound interest vehicle. In part two of our interview with Adam Carroll, he tells Wes about the Shred Method: a step-by-step guide to optimize your income, eliminate debt, and build real wealth and home equity in a much faster way than the typical 30-year mortgage. He also shares tips for building mass...
Wes Answers Listener Questions
October 12, 2023 16:00 - 35 minutesOn today’s show, Wes takes some time to answer listener questions. He covers the different phases of retirement, the pros and cons of keeping more than one property at a time, and why some folks have been apprehensive about the recent bond market. If you have a question for Wes, call 800-805-6301 to leave a voicemail or head to our Facebook group and write a comment. Learn more about your ad choices. Visit megaphone.fm/adchoices
A Monopoly on Financial Literacy with Adam Carroll: Part 1
October 05, 2023 16:00 - 42 minutesImagine playing Monopoly with actual money. Adam Carroll put $10,000 cash on the board and made his kids roll the dice. He wanted them to learn money's true value before entering the real world. From virtual tokens to Apple Pay to mom and dad’s wallet, kids aren’t often exposed to the concept that there is a literal price to pay for the goods and services we need and desire. On today’s episode he’ll explain that and his methodology for paying college tuition without incurring massive debt. Le...
Unretirement—Three Reasons Retirees Are Returning To Work
September 28, 2023 16:00 - 34 minutesToday, Wes wades into the concept of Unretirement. Multiple studies suggest that some Americans return to work six months or a year after retiring. There are several reasons for the trend. Wes explains the potential motivations and lists essential factors folks need to consider when making this decision. Whether you’re looking for a renewed sense of purpose or a change to your financial situation, you don’t want to miss this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Happiest Retirees with Ryan Doolittle
September 21, 2023 16:00 - 40 minutesOn today’s episode, Wes sits down with Ryan Doolittle, host of the Retire Sooner Team’s brand new podcast: Happiest Retirees. Ryan tells Wes that he originally came up with the idea as a way to talk less about philosophy and more about the actual people on the ground, living happy lives in retirement. How did they discover the core pursuits that gave them purpose and passion and how did they make them a reality? By going straight to the source, Ryan hopes the show will shine a light on the ro...
Good Returns Come to Those Who Wait
September 14, 2023 16:00 - 30 minutesOn today’s show, Wes talks about what Warren Buffett called the “rising tide.” Wes feels the bad news about higher interest rates is good news for income investors. By combining the rising stock dividends, the concept of yield at cost over time, and higher interest rates paying more income, Wes has seen the typically diversified growth/income portfolio looking more robust than it has in a long time. The mention of any company is provided to you for informational purposes and as an example on...
Revisiting The Unvarnished Truth Of What Humans Really Want With Seth Stephens-Davidowitz
September 07, 2023 23:45 - 1 hourWhat does your digital footprint say about what you want? Data scientist, author of best-seller "Everybody Lies," and speaker Seth Stephens-Davidowitz sits down with Wes Moss to talk about how data can reveal societal and personal trends in desires, psychology, wealth building, and more. This includes when you become a sports fan, who you seek out for romantic partners and how you present yourself to them, and what activities are ranked as the happiest to do. Seth explains how he went from ju...
Why We Believe The 4 Percent Rule Is Here To Stay
August 31, 2023 16:00 - 32 minutesSuze Orman recently called the 4 Percent Rule “very dangerous” and said, “It doesn’t work anymore.” In today’s episode, Wes joins forces with Connor Miller, Co-Chief Investment Officer for Capital Investment Advisors, to fight against those statements. Using market history, they defend the legitimacy of what they feel has been a solid retirement strategy since William Bengen discovered it in the mid-1990s. Giving specific examples, they lay out the case for this dynamic, flexible rule of thum...
Revisiting The Art of Slowing Down Your Life with Carl Honore
August 24, 2023 16:00 - 51 minutesWe’re revisiting a listener favorite this week that was originally released in March of 2022. The Retire Sooner Team believes this message from Carl Honore about slowing down is more relevant than ever. Our world is built on speed. From our lives to the stock market, even retirement, we aim to tackle every task as quickly as possible; but when is it time to reduce speed and pump the brakes? While our first instinct is to hurry, as humans, we must remind ourselves that being slow is not about ...
Driving Through The Smoke: Participation vs. Perfection
August 17, 2023 16:00 - 32 minutesIn this episode of Retire Sooner, Wes conveys his dismay at the abundance of scary headlines bombarding Americans these days. With unsettling bylines flooding our news feeds, he says it’s understandable for people to consider pulling money out of the market. But is that productive? Using a lesson he learned from Tom Cruise’s 1990 racing film Days of Thunder, Wes points to the statistical advantage of staying the course even when your survival instincts tell you otherwise. Pointing to specific...
Revisiting Farm-aceuticals And How Food Impacts Health with Dr. William Li
August 10, 2023 16:10 - 1 hourMedicines 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 hea...
Unlocking the Lessons of Blue Zones with Dan Buettner
August 03, 2023 16:00 - 31 minutesToday on Retire Sooner, Wes Moss revisits one of his favorite interviews from his radio show, Money Matters. He talked about Blue Zones - areas in the world where people live exceptionally long and healthy lives - with renowned explorer, educator, and expert on longevity from National Geographic, Dan Buettner. From diet to social connections to DNA, they explore many factors that impact our well-being. This includes the benefits of having a sense of purpose and passion, a key tenant of the Re...
How To Find and Achieve What You Want With Jennice Vilhauer
July 27, 2023 16:00 - 46 minutesFor a lot of people, what they want and what they expect can be two very different things. This may include those in their 30s and 40s who want to be able to retire but don't expect they'll be able to. Dr. Jennice Vilhauer is a psychologist, author, and the developer of Future Directed Therapy. On today's Retire Sooner, she lends her expertise around activating a future-connected mindset to explain ways people can help themselves work toward what they want in life. Wes and Dr. Vilhauer go o...
Revisiting 5 Reasons To Retire Sooner
July 20, 2023 16:00 - 30 minutesToday on Retire Sooner, we're revisiting one of our most popular topics of the year: five reasons why someone may want to retire as soon as they can! Wes talks through catalysts for retiring, dives into the retirement transition, and shares comments from listeners regarding their retirement. He also reveals financial checkpoints of happy retirees and provides his insights on retiring happy. Disclosure: This is provided as a resource for informational purposes and is not to be viewed as invest...
Talking Real Estate With One Of The Top Agents In The Country, Bonneau Ansley
July 13, 2023 15:57 - 53 minutesOne of the top real estate agents in the US, best-selling author, entrepreneur, and Georgia Bulldog, Bonneau Ansley does it all. On Retire Sooner, he sits down with Wes Moss to tell his story of success. From building houses and developing to becoming an agent and buying an international luxury real estate network, Ansley has followed his passion to achieve massive success. Along the way he's weathered literal fire, overcome the 2008 economic crisis, turned his dyslexia and attention-deficit ...
A Retire Sooner Podcast Announcement
July 06, 2023 16:00 - 25 secondsThe Retire Sooner Team is taking a break this week to celebrate the Independence Day holiday. Next week Wes will be talking real estate with one of the top agents in the country, Bonneau Ansley. In the meantime, listen to your favorite Retire Sooner episodes at wesmoss.com/podcast or your favorite podcast platform. Stay tuned for more episodes with tips on living a happy and fulfilling retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices
How Neuroscience Proves The Importance of Making & Maintaining Personal Connections With Michael Platt
June 29, 2023 16:00 - 1 hourIn the field of neuroscience, it’s easy to ask questions. This week's Retire Sooner guest, Michael Platt, is known for developing innovative ways to find the answers. A professor of Brain Science for Business at the esteemed Wharton School, Platt joins Wes Moss to talk about the brain science of loneliness and some ways one can improve the health of your personal connections to help nurture your happiness later in life. They look at what types of data trigger our brains for marketing, busines...
Wes's 10 Favorite Lessons From Retire Sooner Podcast Guests
June 22, 2023 17:34 - 48 minutesOn this special episode of Retire Sooner, Wes Moss shares ten of his favorite lessons learned from previous Retire Sooner podcast guests! He recaps topics such as second-act careers, wealth accumulation, and legacy planning. Wes also delves into what he learned from previous Retire Sooner guests about the importance of belonging to a community, finding purpose, and trying new things as adults. He digs into insights from guests such as travel writer Don George, author Mitch Albom, and financia...
How To Have Difficult, Yet Productive Conversations With Douglas Stone
June 15, 2023 16:00 - 58 minutesIn difficult conversations, do you notice you or your conversant trying to "win" the discussion instead of listening to each other's perspectives? Today on Retire Sooner, Wes Moss is joined by Douglas Stone, author, speaker, and lecturer on negotiation at Harvard Law School, to talk about navigating difficult conversations. Whether the subject of the conversation is financial, medical, or an interpersonal conflict, there are some discussions that can feel awkward, tense, or become argumentati...
12 Lessons For Investors From Matthew McConaughey's 2015 Graduation Speech
June 08, 2023 15:23 - 37 minutesA-list actor Matthew McConaughey is not only a beloved American talent, but an excellent speaker. His 2015 speech to University of Texas graduates is a prime and popular example, and one that Wes Moss found especially inspiring. While McConaughey's speech was targeted to fresh graduates starting their life and career journeys, Wes found much of the advice applicable to prepping for an early retirement, planning for your financial future, and being a better investor. So, in today's episode of ...
Navigating Financial Fraud In Marriage With Tracy Coenen
June 01, 2023 15:45 - 54 minutesIf there's ever a concern about whether a partner is financially cheating or fudging the numbers on finances, you better hope Tracy Coenen is busy doing something else! Author of three books on fraud and embezzlement with more than 500 forensic accounting engagements completed, Tracy Coenen has spent more than 25 years investigating fraud. In this Retire Sooner episode, she joins Wes Moss to discuss forensic accounting and dig into signs that your spouse may be financially cheating on you. T...
Navigating Financial Conflict In Marriage With Tracy Coenen
June 01, 2023 15:45 - 54 minutesIf there's ever a concern about whether a partner is financially cheating or fudging the numbers on finances, you better hope Tracy Coenen is busy doing something else! Author of three books on fraud and embezzlement with more than 500 forensic accounting engagements completed, Tracy Coenen has spent more than 25 years investigating fraud. In this Retire Sooner episode, she joins Wes Moss to discuss forensic accounting and dig into signs that your spouse may be financially cheating on you. T...
The Guide To Inflation For Investors: The Wilting Dollar
May 25, 2023 16:00 - 21 minutesDo the dollars in your wallet seem to be wilting as prices increase? In this episode, Wes Moss and Retire Sooner producer Mallory Boggs discuss the worth of a dollar and price volatility at every level of purchase power. Whether you noticed price increases for a bottle of soda or a new car, we’re all experiencing the impact of rising costs. First, Wes shares insights about the most recent Consumer Price Index (CPI) numbers, though he notes that those differ from what investors should consider...