Take the next step in your retirement planning.

Tune in to the latest episode of the Retire Sooner Podcast with Wes Moss and Christa DiBiase, where you'll hear thoughtful, real-world insights designed to help you make informed financial decisions and pursue a more confident, purposeful retirement.

• Explore ways to optimize Social Security benefits, including timing strategies, spousal considerations, and personalized withdrawal approaches.

• Understand common sources of retirement anxiety, even among high-net-worth individuals, and consider approaches for managing emotional and financial uncertainty.

• Learn how trusts can support estate planning goals, from avoiding probate to managing real estate assets within your long-term financial plan.

• Consider retirement account strategies such as the Rule of 55, Roth conversion timing, and prioritizing tax-efficient cash flow.

Review your investment mix by comparing target date funds and balanced funds, and evaluate which may better align with your risk tolerance and retirement timeline.

• Weigh different withdrawal strategies by comparing the timing of distributions from retirement accounts versus claiming Social Security.

• Examine how 529 plans and Roth IRAs may fit into your education and retirement planning—especially if you’re part of a high-income household navigating recent tax law changes.

Compare the structure and features of S&P 500 mutual funds and ETFs to help determine which may be more appropriate for your investment preferences.

🎙️ Subscribe** and listen to the Retire Sooner Podcast today** for thoughtful conversations that can support your journey toward long-term financial well-being.

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