Wes discusses a brand new tool the team at CIA has developed over the past year. The digital "Retirement Timeline" was just released today. Find the Retirement Timeline at www.yourwealth.com under the Resources tab. This one page financial plan is free to use and only takes 5-7 minutes to complete.

The Retirement Timeline Episode

Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an investment advisor, Wes brings in guests and specialists to teach you how to set and work towards your financial and lifestyle objectives. Refreshingly-free of mind-numbing financial jargon and unrealistic money goals, Retire Sooner with Wes Moss gives listeners the tools on how to retire sooner in the real world.

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The Retirement Timeline Episode

The Retirement Timeline Episode

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