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Should You Retire Sooner, and Is Your Fund Winning?

Aug 16, 2025 ()

Wes Moss is a Certified Financial Planner practitioner and the author of “What the Happiest Retirees Know.” In Part 2 of this conversation with Robert Brokamp, Wes discusses the non-financial keys to a fulfilling retirement and whether more people should retire sooner.

Also in this episode:

-Chaos at the IRS

-Credit card delinquencies are rising, and rates are sky-high

-Tools to optimize your Social Security claiming strategy

-How to determine whether your mutual fund is winning

Host: Robert Brokamp

Guest: Wes Moss

Engineer: Dan Boyd

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