How to Build a Happy Retirement: The 5-Step Retire Sooner Method, Roth Conversions & Retirement Planning
About this episode
Wes Moss and Christa DiBiase discuss the essential elements for building a happy retirement, blending financial and lifestyle choices.
What does it really take to build a happy retirement? Join Wes Moss and Christa DiBiase on this episode of the Retire Sooner Podcast as they blend retirement planning research with listener questions to explore the financial and lifestyle choices that may help shape life after work. • Learn how the five-step Retire Sooner Method brings together the financial and personal sides of retirement planning. • See how retirement "green zones" may help you think about savings, income, liquidity, and mortgage decisions. • Explore why core pursuits, strong friendships, and even better sleep have been linked to greater retirement satisfaction. • Hear practical conversations about written financial plans and other habits that may help reduce money-related stress. • Get answers to listener questions about AI financial tools, Roth conversions, bond funds versus money markets, spousal IRAs, retirement income, paying off a mortgage, reverse mortgages, and annuities. Listen and subscribe to the Retire Sooner Podcast for more educational conversations about retirement planning, retirement investing, and personal finance. Learn more about your ad choices. Visit megaphone.fm/adchoices
People in this episode
Host: Wes Moss
Guest: Christa DiBiase
Topics covered
- retirement planning
- financial choices
- lifestyle choices
- Roth conversions
- money-related stress
- retirement satisfaction
Keywords
- Retire Sooner Method
- retirement green zones
- core pursuits
- financial plans
- AI financial tools
- Roth conversions
- bond funds
- reverse mortgages
- annuities
More episodes of Retire Sooner with Wes Moss
- Forget the K-Shaped Economy: The E-Shaped Economy, AI, and Retirement Planning
- Can You Retire Sooner? Mortgages, Rental Income, Investing & Retirement Risks
- Rapid-Fire Retirement Q&A: Roths, College Savings, Bonds, and More
- Stock Market All-Time Highs: What Could They Mean for Your Retirement?
- How to Retire Sooner: The Rule of 55, 4% Rule, Roth Conversions, and the Keys to a Happier Retirement
- When Should You Claim Social Security? Plus Mortgage and College Planning
Explore listener stats, chart rankings, contacts and more on the Retire Sooner with Wes Moss podcast page.