How to Retire Sooner: The Rule of 55, 4% Rule, Roth Conversions, and the Keys to a Happier Retirement

How to Retire Sooner: The Rule of 55, 4% Rule, Roth Conversions, and the Keys to a Happier Retirement

August 13, 2026 · 38 min · Season 6 · Episode 244

About this episode

Wes Moss and Christa DiBiase discuss strategies for retiring sooner and achieving a fulfilling retirement.

What does it really take to retire sooner and enjoy the years you’ve worked so hard for? On this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase tackle listener questions about retirement planning, investing, taxes, retirement income, and the pursuit of a happier life after work. ·       Examine the idea of building a retirement life map around what matters most to you. ·       Discover what Aristotle can teach us about retirement happiness, purpose, and fulfillment. ·       Confront spending anxiety and why letting yourself enjoy your savings can be surprisingly difficult. ·       Consider when it might be time for a change of scenery—and what a move may mean for your finances. ·       Compare **cost-of-living **calculators when sizing up potential retirement destinations. ·       Analyze strategies for untangling concentrated stock positions, diversification, and the potential…

People in this episode

Host: Wes Moss

Guest: Christa DiBiase

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