What actually makes for a happy retirement? Today, Joe sits down with retirement expert Wes Moss, author of The Retire Sooner Method, to explore the research behind America’s happiest retirees. Wes explains why money is only part of the equation, how community and “super activities” give retirement purpose, why eliminating debt can create more freedom, and how a clear retirement plan can help reduce the fear of running out of money.

Then Joe and OG tackle one of retirement’s most popular investing strategies: living off dividends so you never have to sell your investments. They break down why dividends feel so appealing, where the strategy can fall short, and why building your retirement income plan around your goals may matter more than chasing a particular yield. Plus, Doug celebrates the anniversary of the ATM with some cash-dispensing trivia.

Resources mentioned

• Wes Moss
• The Retire Sooner Method: The 5 Secrets Behind America’s Happiest and Unhappiest Retirees
• You Can Retire Sooner
• Retirees Love Dividends, but the Stock Market Surge Is Making Them Think Again — The Wall Street Journal
• Field Kit Finance
• The 201 newsletter — stackingbenjamins.com/201
• Field Kit webinars
• The Clark Howard Show
• FinCon
• Dana Anspach
• Ben Carlson
• Attorney Tim Semero’s recent Stacking Benjamins appearance
• The Princess Bride

FULL SHOW NOTES: https://www.stackingbenjamins.com/wes-moss-retire-sooner-method-1892/

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

Enjoy!

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