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Retirement Catch-Up Strategies, Social Security Timing & Essential Planning Insights

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Manage episode 498857881 series 1098902
Content provided by Wes Moss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wes Moss or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Kickstart your journey to a happier, earlier retirement with this high-energy episode of the Retire Sooner Podcast, where Wes Moss and Christa DiBiase tackle real listener questions and spotlight flexible strategies that could help you build a more confident retirement plan. Whether you're in your 40s, 50s, or beyond, get motivated to consider meaningful actions—starting now.

• Jump-start your savings approach in your 40s and 50s, even if you're just beginning to focus on retirement.

• Unlock the “50+ Retirement Catch-Up Toolbox” with tools like Roth conversions, HSAs, and enhanced contribution limits.

• Discover what’s ahead with new “super catch-up” contribution rules and upcoming IRS changes that may impact your planning.

• Maximize your Social Security outlook by understanding how the timing of withdrawals could influence your benefits.

• Hear how annuities and home equity were discussed as potential components in long-term financial planning.

• Tune in to real-world stories from listeners managing late-in-life parenting, mortgages, and the pursuit of financial independence.

• Reconsider the risks and rewards of penny stocks with a balanced conversation about their place in a retirement portfolio.

• Weigh the role of pensions in your overall asset allocation for a more personalized investment approach.

• Rethink your withdrawal game plan with a closer look at the 4% rule—its origins and relevance today.

• Confront concerns around global exposure by reviewing how emerging markets and China-related investments might affect your portfolio.

• Strengthen your retirement mindset with income-focused planning designed to help support a more stable financial future.

Get energized with actionable ideas and relatable stories that help make retirement planning feel more approachable. 🎧 Listen and subscribe to the Retire Sooner Podcast to join a community focused on financial clarity and living a purpose-filled retirement.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

429 episodes

Artwork
iconShare
 
Manage episode 498857881 series 1098902
Content provided by Wes Moss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wes Moss or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Kickstart your journey to a happier, earlier retirement with this high-energy episode of the Retire Sooner Podcast, where Wes Moss and Christa DiBiase tackle real listener questions and spotlight flexible strategies that could help you build a more confident retirement plan. Whether you're in your 40s, 50s, or beyond, get motivated to consider meaningful actions—starting now.

• Jump-start your savings approach in your 40s and 50s, even if you're just beginning to focus on retirement.

• Unlock the “50+ Retirement Catch-Up Toolbox” with tools like Roth conversions, HSAs, and enhanced contribution limits.

• Discover what’s ahead with new “super catch-up” contribution rules and upcoming IRS changes that may impact your planning.

• Maximize your Social Security outlook by understanding how the timing of withdrawals could influence your benefits.

• Hear how annuities and home equity were discussed as potential components in long-term financial planning.

• Tune in to real-world stories from listeners managing late-in-life parenting, mortgages, and the pursuit of financial independence.

• Reconsider the risks and rewards of penny stocks with a balanced conversation about their place in a retirement portfolio.

• Weigh the role of pensions in your overall asset allocation for a more personalized investment approach.

• Rethink your withdrawal game plan with a closer look at the 4% rule—its origins and relevance today.

• Confront concerns around global exposure by reviewing how emerging markets and China-related investments might affect your portfolio.

• Strengthen your retirement mindset with income-focused planning designed to help support a more stable financial future.

Get energized with actionable ideas and relatable stories that help make retirement planning feel more approachable. 🎧 Listen and subscribe to the Retire Sooner Podcast to join a community focused on financial clarity and living a purpose-filled retirement.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

429 episodes

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