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cover of episode Unlock Retirement Happiness: Financial Planning & Lifestyle for a Joyful Future

Unlock Retirement Happiness: Financial Planning & Lifestyle for a Joyful Future

2025/4/17
logo of podcast Retire Sooner with Wes Moss

Retire Sooner with Wes Moss

Shownotes Transcript

Navigate market volatility and plan your ideal retirement! Understand tariffs, their impact, and how to stay balanced with your investments. Learn to use after-tax money effectively and weigh the pros and cons of HELOCs. Strategize your Roth conversions. Uncover the secrets to happiness in retirement. Prioritize relationships, warm weather when possible, and stay connected to nature. Avoid social media and phone games when needed, and make data-driven decisions rather than relying on short-term emotions. Calculate your withdrawal rate using the 4% rule of thumb and explore real estate's income potential. Decide when to take Social Security and attempt to maximize your benefits. Take control of your finances, invest strategically, and design a joyful retirement. Tune in to the Retire Sooner Podcast with Wes Moss and Christa DiBiase as you seek to find your own happy and secure financial future.

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