Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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continue reading
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.
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Retirement Planning Insights: Housing Market, Investment Decisions, and Life Purpose After 50
Manage episode 519256408 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.
Ready to explore thoughtful, research-driven ways to help plan for financial confidence and fulfillment in retirement? In this episode of The Retire Sooner Podcast with Wes Moss and Christa DiBiase, the hosts unpack timely topics around housing trends, investment considerations, and purposeful living—helping listeners make informed, values-based decisions for their next chapter.
• Review current housing market trends and how shifting buyer and seller dynamics may be influencing property values across the U.S.
• Identify regions where housing supply and demand are changing, and how local factors might shape opportunities for homeowners and prospective buyers.
• Clarify the relationship between Federal Reserve rate changes and mortgage rates, and understand the broader economic influences that affect borrowing costs.
• Compare the considerations of maintaining retirement assets in a TSP versus transferring to another investment platform, including factors like plan flexibility, fees, and ERISA protections.
• Evaluate ways to balance cash, bonds, and equities in a diversified portfolio when interest rates fluctuate, keeping long-term goals and risk tolerance in focus.
• Discuss how Treasury Inflation-Protected Securities (TIPS) and TIPS ladders might function as inflation-aware options within a retirement income strategy.
• Explore the potential role of dividend-paying stocks in retirement portfolios, recognizing both their income potential and market risk factors.
• Reflect on the story of a 58-year-old who joined a college football team, illustrating how personal growth and purpose can possibly remain central at any stage of life.
• Hear examples of retirees finding meaning in second careers, creative work, and volunteer efforts, highlighting how purpose may support emotional and financial well-being.
• Consider how partnering with a fiduciary financial advisor can sometimes help you evaluate choices, understand trade-offs, and create a plan that aligns with your family’s priorities.
Stay informed and intentional as you think through what your own version of a fulfilling, financially confident retirement could look like. Listen and subscribe to the Retire Sooner Podcast for thoughtful discussions on investing, financial planning, and attempting to live a happier, more purposeful life in retirement.
Learn more about your ad choices. Visit megaphone.fm/adchoices
438 episodes
Share
Manage episode 519256408 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.
Ready to explore thoughtful, research-driven ways to help plan for financial confidence and fulfillment in retirement? In this episode of The Retire Sooner Podcast with Wes Moss and Christa DiBiase, the hosts unpack timely topics around housing trends, investment considerations, and purposeful living—helping listeners make informed, values-based decisions for their next chapter.
• Review current housing market trends and how shifting buyer and seller dynamics may be influencing property values across the U.S.
• Identify regions where housing supply and demand are changing, and how local factors might shape opportunities for homeowners and prospective buyers.
• Clarify the relationship between Federal Reserve rate changes and mortgage rates, and understand the broader economic influences that affect borrowing costs.
• Compare the considerations of maintaining retirement assets in a TSP versus transferring to another investment platform, including factors like plan flexibility, fees, and ERISA protections.
• Evaluate ways to balance cash, bonds, and equities in a diversified portfolio when interest rates fluctuate, keeping long-term goals and risk tolerance in focus.
• Discuss how Treasury Inflation-Protected Securities (TIPS) and TIPS ladders might function as inflation-aware options within a retirement income strategy.
• Explore the potential role of dividend-paying stocks in retirement portfolios, recognizing both their income potential and market risk factors.
• Reflect on the story of a 58-year-old who joined a college football team, illustrating how personal growth and purpose can possibly remain central at any stage of life.
• Hear examples of retirees finding meaning in second careers, creative work, and volunteer efforts, highlighting how purpose may support emotional and financial well-being.
• Consider how partnering with a fiduciary financial advisor can sometimes help you evaluate choices, understand trade-offs, and create a plan that aligns with your family’s priorities.
Stay informed and intentional as you think through what your own version of a fulfilling, financially confident retirement could look like. Listen and subscribe to the Retire Sooner Podcast for thoughtful discussions on investing, financial planning, and attempting to live a happier, more purposeful life in retirement.
Learn more about your ad choices. Visit megaphone.fm/adchoices
438 episodes
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Similar to Retire Sooner with Wes Moss
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
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…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
1
Optimal Finance Daily - Financial Independence and Money Advice
Optimal Living Daily | Diania Merriam
1k3k
Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
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Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
…
continue reading
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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