Retirement Curveballs: Early Retirement, Taxes, and Market Volatility

Podcast: Retire Sooner with Wes Moss · Wes Moss

Opublikowano: 2026-05-28

Retirement rarely goes exactly according to plan—and this episode of the Retire Sooner Podcast tackles the real-life financial curveballs that may affect the timeline. Join Wes Moss and special guest host Mallory Boggs for a fast-moving conversation on early retirement, market volatility, taxes, rollover IRAs, annuities, direct indexing, and diversification strategies. • Explore why many Americans retire earlier than expected and how health issues, caregiving responsibilities, and job loss may reshape retirement plans. • Learn how thoughtful retirement income planning, IRA rollover decisions, and mortgage strategies may help create more financial flexibility. • Compare the pros, co...