Money Matters With Wes Moss

What will new, higher corporate taxes mean for retirees and the economy? No matter where you are on taxes, no one likes to think of them going higher. That’s why they’re important to talk about. Taxes are a large piece of our financial portfolios and the more we’re educating ourselves the easier it is to stay on the path to a happy retirement. In today’s episode, we discuss how to navigate the cards we’re dealt with when it comes to corporate taxes. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ed Slott is a nationally recognized IRA distribution specialist, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. This is the most interesting conversation we’ve ever had about taxes.  Wes and Ed discuss what exactly the new ‘retirement savings time bomb’ is and how big of a threat it is to retirement savers, understanding Roth IRAs vs. IRAs, the foundational principle of taxes, what planning options retirement savers now have, when to convert from traditional to Roth, potential tax changes under the new administration and so much more. As investors, there are several lessons we can all take from Ed today and we hope this conversation leads you to become a smarter taxpayer and retiree. Follow Ed: https://www.irahelp.com/ Twitter: @theslottreport Learn more about your ad choices. Visit megaphone.fm/adchoices

Wes talks about an unassuming force when it comes to investing - Stock Dividends. If there’s ever a concept in investing to remember, it’s this one. They don’t often make the flashy headlines, but the pursuit of dividends is perhaps worthy of a life’s work for any investor. Wes compares what you can get from stock dividends and bond interest based on a study done by his firm, Capital Investment Advisors.  There are many ways to invest, but the focus at Retire Sooner is to help you understand your investments and what they can produce for you in income once you stop working. As you listen to the episode today, focus on how you can make your money grow and payout over time. Capital Investment Advisors’ study that compares how an investment in equities for dividend income has fared relative to investing in bonds for income: https://www.wesmoss.com/news/the-power-of-investing-in-dividends-generating-income-from-stock-dividends-vs-bond-interest/  This information is provided to you as a resource for information

Gretchen Rubin is one of today’s most influential and thought-provoking observers of happiness and human nature. She’s known for her ability to distill and convey complex ideas with humor and clarity, in a way that’s accessible to a wide audience.  She’s the author of many books, including the blockbuster New York Times bestsellers The Four Tendencies, Better Than Before, and The Happiness Project. She has an enormous readership, both in print and online, and her books have sold over 3.5 million copies worldwide, in more than thirty languages. (The Happiness Project spent two years on the bestseller list.) On her top-ranking, award-winning podcast “Happier with Gretchen Rubin,” she discusses happiness and good habits with her sister Elizabeth Craft. She’s been interviewed by Oprah, eaten dinner with Daniel Kahneman, walked arm-in-arm with the Dalai Lama, had her work written up in a medical journal, and been an answer on the game show Jeopardy! In her work, she draws from cutting-edge science, the wisdom of t

Wes sits down with consumer advocate, radio and podcast host, and best-selling author, Clark Howard to discuss his childhood, interest and background in the financial world, his journey from a struggling college student to a happy retiree, how he got started in radio, TV, and now podcasting, and his single favorite piece of financial advice.  Clark’s passion for action and service and to share ‘practical ways to save more, spend less and avoid getting ripped off’ shines through the work he does for consumers across the country. You can see more of Clark's great advice at Clark.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we’re talking about one of the most important rules you can learn and understand as you plan for retirement. The 4% Rule is an indicator for retirees to determine how to utilize your savings for income in your post-career years. Recently, some exciting news broke in the financial world that may mean you could retire months or even years ahead of your current schedule. In this episode, Wes explains how it works, discusses the controversy the rule has faced over the years, the exciting new development to this rule, and how retirees can use The 4% Rule to support their happy retirement. 4% Rule - background, history, and a general outline of Bengen’s study - https://www.wesmoss.com/news/the-new-verdict-on-the-4-rule-for-retirement/   Good News For Retirees Seeking Consistent Income: The 4% Rule Of Thumb Could Potentially Now Be 4.5% - https://www.wesmoss.com/news/good-news-for-retirees-seeking-consistent-income-the-4-rule-of-thumb-could-now-be-4-5/  Learn more about your ad choices. Visit megaphone.fm/adc

Today we are joined by Kat Cole, former President and COO of North America for Focus Brands which owns famous companies such as Auntie Anne’s Pretzels, Cinnabon, McAlister’s Deli, Moe’s Southwest Grill and more. Kat shares her life story growing up surrounded by poverty and with an alcoholic father. She also describes how her upbringing has defined her relationship with money and happiness.  In this episode, Kat breaks down the valuable financial and business lessons she learned working in the restaurant industry and how she built her career to now lead multi-billion dollar businesses. We hope you find Kat's vulnerability inspiring and endearing as you work towards your retirement goals. Follow Kat Cole on Instagram and Twitter: @katcoleatl Learn more about your ad choices. Visit megaphone.fm/adchoices

David Bach is one of America's most trusted financial experts and a 10x New York Times best-selling author. In this episode of Retire Sooner, you will hear the fascinating and true story of David moving from his fast-paced life in New York City to the intoxicating "work to live" culture of Florence, Italy with his wife and two teenagers for what he termed a "radical sabbatical." Intending to stay for just 9 months, David has now been living in Florence for over two years, with plans to stay longer. David's message is unique, as he shares the tools and steps necessary to engage in significant travel long before retirement. Maybe it's not Florence for you, but another coast or part of our country. Perhaps it's South America, Asia, or another part of the world. As our jobs become more mobile, the possibilities of making your dreams a reality are expanding for so many. Learn more about your ad choices. Visit megaphone.fm/adchoices

We all want to be happy. Why wouldn’t we? As an Investment Advisor, I help people recognize and work towards achieving their financial goals. I love it. But today I want to zoom out to the big picture; to discuss what every single person wants from retirement: happiness. In the first episode of Retire Sooner, I talk a little about my upbringing and where my fascination with the relationship between money and happiness began. Then I dig into my research on the five secrets of the happiest retirees. Follow us on Instagram: @retiresoonerpodcast Reference: These five secrets are based on a study I conducted of over 1,350 retirees in 46 states for my book, You Can Retire Sooner Than You Think. Scary Retirement Statistics from Ramsey Solutions Retirement Study: https://www.chrishogan360.com/retirement/10-frightening-retirement-stats-that-should-scare-you-into-action   Retired adults dependence on Social Security: https://www.pewresearch.org/politics/2011/11/03/section-6-generations-and-entitlements/  Wharton stu