06.17.25 Ask An Advisor With Wes Moss

The Clark Howard Podcast

Clark Howard

Investing, Entrepreneurship, Business

4.6 • 4.9K Ratings

🗓️ 17 June 2025

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	Hey Spotify, is Dampson Idris here to celebrate Tommy Hill Figures' Apex GP collection.
0:06.0	Fuelled by the thrill of speed and the power of style,
0:09.0	Tommy Hill Figures capsule collection merges performance-driven design with limitless confidence.
0:13.0	This isn't just a lot. It's the uniform for those on a journey to achieve their dreams.
0:18.0	Discover Tommy Hilfiger's limited edition Apex GP collection,
0:21.6	inspired by F1 the movie, only in cinema's June 25th.
0:27.4	I'm making a robot head with an Amazon box.
0:30.7	I've painted it silver and Daddy helped me make...
0:33.0	At Amazon, we're actually using paper bags for more of our deliveries.
0:36.0	And now I'm making a paper hot air balloon,
0:38.3	and I even made a little brown basket
0:40.3	and I'm making a dog that looks just like Monty.
0:43.3	Just one of the ways we've reduced the weight of our packaging
0:45.3	by more than 40% since 2015, which is still good for playtime.
0:49.3	Mom! Where's the scissors?
0:52.3	To learn more, visit about amazon.com.com.
0:55.5	U.K. forward slash sustainability.
1:02.5	Welcome to Ask an Advisor.
1:04.4	I'm Krista Dibias from Team Clark here with our very own Wes Moss.
1:09.3	Also from Team Clark.
1:13.7	Yes. Krista. Hi, everyone. We're here to talk about a theme that comes up a lot, but, and you've done a ton of research on Wes, and that is
1:17.7	retiring early. So today you've got a couple of topics that I think are really intriguing. The first
	...

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