Money Matters With Wes Moss

Wes and Christa delve into essential topics to help get you ready to retire sooner and happier, including: • Review the Wes Moss 10-point retirement readiness checklist. • Understand how to transition from saving to spending. It sounds simple, but there can be more to it than meets the eye. • Explore the emotional and strategic importance of spending in retirement: What are productive ways to prioritize? • Reassess your estate, insurance, and healthcare coverage before retirement—procrastination can add unnecessary stress. • Be aware of advisor fees vs. value: you're not paying to beat the market, but to build and protect a sustainable plan. • Embrace the importance of financial confidence: the #1 worry in retirement is outliving your money—face it with planning. • Enjoy a lighter segment of “Wes Stinks” regarding Wes’s favorite type of apple vs. listener favorites. • Follow real-life financial questions from listeners: o With a significant chunk of assets and kids still in college, analyze early retirement r