Money Matters With Wes Moss

Take a step back and get a clearer view of your retirement plan in this episode of the Retire Sooner Podcast with Wes Moss and Christa DiBiase. Enjoy a practical, easy-to-follow conversation that connects real data, real questions, and real-life planning: offering perspective to help guide decisions. • Explore why retirement confidence may be slipping, using insights from the Employee Benefit Research Institute and the University of Michigan, and see how inflation and oil prices have historically been associated with changing outlooks. • Break down the difference between fiduciary and non-fiduciary advisors to provide a backdrop when evaluating who you trust with your financial picture. • Walk through listener questions on 457(b) vs. 401(k) plans, Roth vs. traditional strategies, and how early retirement access rules actually work. • Get more clarity on VEBA HRA accounts vs. HSAs, and consider what may be affecting Roth IRA growth—including allocation choices and tools used. • Think through when a trust