About this episode

This episode discusses the multifaceted nature of retirement, emphasizing the importance of friendships, purpose, and informed financial planning.

Retirement is about more than growing your nest egg; it’s also about building friendships, finding purpose, and making informed financial decisions along the way. Join Wes Moss and Christa DiBiase on this episode of the Retire Sooner Podcast as they blend listener questions, new research, and practical conversations about retirement planning, retirement investing, and personal finance. • Hear an inspiring listener story about trading everyday life for a full-time adventure aboard a sailboat in the Caribbean. • Discover new research on how long it may take to build close friendships and why those relationships may matter throughout retirement. • Learn why making new friends often gets tougher with age—and what may help create more meaningful connections. • Explore how The Retire Sooner Method encourages balancing financial security with purpose, relationships, and the experiences often associated with making retirement meaningful. • Explore portfolio diversification, pensions, liquidity, and how stocks, bonds, and cash may work together in a retirement portfolio. • Compare working with a financial advisor versus DIY investing, including what research suggests about each approach…

People in this episode

Host: Wes Moss

Guest: Christa DiBiase

Topics covered

• retirement planning
• friendships
• financial decisions
• investing
• personal finance
• portfolio diversification

Keywords

• retirement
• financial planning
• investing
• friendships
• portfolio diversification
• financial advisor
• DIY investing

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• Stock Market All-Time Highs: What Could They Mean for Your Retirement? · August 20, 2026 · 44 min
• How to Retire Sooner: The Rule of 55, 4% Rule, Roth Conversions, and the Keys to a Happier Retirement · August 13, 2026 · 38 min
• When Should You Claim Social Security? Plus Mortgage and College Planning · August 6, 2026 · 37 min

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