Money Matters With Wes Moss

Reimagine what retirement could look like with Wes Moss and guest host Mallory Boggs, as they connect today’s biggest financial questions to real-life planning decisions. From new savings strategies to listener-driven scenarios, this episode of the Retire Sooner Podcast delivers timely context to help you think differently about your financial future. • Discover how “Trump Accounts,” seed funding, and consistent contributions are being discussed as tools for early, tax-advantaged, multigenerational savings. • Explore how a Year Zero Savings Plan may shape a child’s financial starting point while highlighting the impact of time in long-term investing. • Evaluate traditional retirement accounts versus Roth conversions when considering tax diversification over time. • Compare conservative and balanced portfolios using the efficient frontier to better understand theoretical risk and return tradeoffs. • Assess how pensions and VA disability income are sometimes viewed within broader investment frameworks. •