Money Matters With Wes Moss

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