{"podcast":{"title":"Retire Sooner with Wes Moss","slug":"retire-sooner-with-wes-moss-978646","podcast_index_feed_id":978646,"rss_url":"https://feeds.megaphone.fm/retiresooner","website_url":"https://www.wesmoss.com/podcast/","image_url":"https://megaphone.imgix.net/podcasts/e12a12d8-6c82-11eb-b072-138b34fa1d4d/image/WM_3000x3000.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Wes Moss","episode_count":315,"summary":"Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an investment advisor, Wes brings in guests and specialists to teach you how to set and work towards your financial and lifestyle objectives. Refreshingly-free of mind-numbing financial jargon and unrealistic money goals, Retire Sooner with Wes Moss gives listeners the tools on how to retire sooner in the real world.","last_synced_at":"2026-07-17T04:21:17.270654+00:00","page_url":"https://stenobird.com/podcast/retire-sooner-with-wes-moss-978646"},"episode":{"title":"From Roth Rules to Small Caps: Today’s Headlines and Your Retirement Strategy","slug":"from-roth-rules-to-small-caps-today-s-headlines-and-your-retirement-strategy","published_at":"2026-02-19T17:00:00+00:00","page_url":"https://stenobird.com/podcast/retire-sooner-with-wes-moss-978646/from-roth-rules-to-small-caps-today-s-headlines-and-your-retirement-strategy","show_page_url":"https://stenobird.com/podcast/retire-sooner-with-wes-moss-978646","url":"https://www.retiresoonerteam.com/podcast/","audio_url":"https://traffic.megaphone.fm/GGILR9483102990.mp3?updated=1771180351","summary":"Retirement decisions don’t often happen in isolation—they’re shaped by markets, policy shifts, career trends, and personal trade-offs. In this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase translate timely financial headlines into practical retirement planning considerations. • Assess cash-flow strategies for small business owners, including how Roth IRA contribution rules may create flexibility. • Interpret the latest U.S. jobs report and education-level unemployment trends to help frame portfolio and career decisions. • Evaluate small-cap and value stock performance after years of lagging returns within a diversified allocation. • Examine why savings account rates may trail broader interest rate moves and what that can mean for cash positioning. • Compare long-term care insurance with self-funding approaches, including planning implications tied to Washington State’s LTC program. • Review 457 and 403(b) rollover considerations and clarify how early Social Security benefits are calculated. • Measure total investment results by factoring in dividends and interest income—not just price changes. Explore retirement planning considerations through balanced, long-term thinking grounded in real data and real scenarios. Listen and subscribe to the Retire Sooner Podcast to stay aligned with today’s evolving financial landscape. Learn more about your ad choices. Visit megaphone.fm/adchoices","meta_description":"Retirement decisions don’t often happen in isolation—they’re shaped by markets, policy shifts, career trends, and personal trade-offs. In this episode of…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2283,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/retire-sooner-with-wes-moss-978646/episodes/from-roth-rules-to-small-caps-today-s-headlines-and-your-retirement-strategy/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/retire-sooner-with-wes-moss-978646/from-roth-rules-to-small-caps-today-s-headlines-and-your-retirement-strategy.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}