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06.17.25 Ask An Advisor With Wes Moss

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Manage episode 489215612 series 2548171
Content provided by Clark Howard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Clark Howard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Secret Rule To Access Your IRA Early and Top 9 Things That Bring Joy in Retirement

If you want to retire early, this rule can help! Fiduciary financial advisor Wes Moss breaks down the often-misunderstood Rule of 72(t). Discover how this IRS exception can allow you to access your IRA funds before age 59 ½ without incurring that hefty 10% early withdrawal penalty. Also, Wes dives into groundbreaking research on what truly brings joy and purpose in retirement. Wes shares surprising (and not-so-surprising) truths from his latest study of over 1,200 Americans. He reveals the top categories that consistently lead to a more purposeful and joyful post-career life.

Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the June 17, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask.

We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments!

Learn more about Wes: BOOKS BY WES MOSS / Wes Moss, CFP®

Learn more about your ad choices: megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

2100 episodes

Artwork
iconShare
 
Manage episode 489215612 series 2548171
Content provided by Clark Howard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Clark Howard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Secret Rule To Access Your IRA Early and Top 9 Things That Bring Joy in Retirement

If you want to retire early, this rule can help! Fiduciary financial advisor Wes Moss breaks down the often-misunderstood Rule of 72(t). Discover how this IRS exception can allow you to access your IRA funds before age 59 ½ without incurring that hefty 10% early withdrawal penalty. Also, Wes dives into groundbreaking research on what truly brings joy and purpose in retirement. Wes shares surprising (and not-so-surprising) truths from his latest study of over 1,200 Americans. He reveals the top categories that consistently lead to a more purposeful and joyful post-career life.

Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the June 17, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask.

We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments!

Learn more about Wes: BOOKS BY WES MOSS / Wes Moss, CFP®

Learn more about your ad choices: megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

2100 episodes

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