Money Matters

Money Matters

Weekends
Money Matters is the country's longest running live call-in investment and personal finance radio show. Money Matters is hosted by Wes Moss who is the Managing Partner and Chief Investment Strategist at Capital Investment Advisors (CIA). 

From dissecting the latest financial news to offering personalized responses to listener questions, the goal of Money Matters is to keep you informed and empowered. Wes Moss is often joined by team members Jeff Lloyd and Connor Miller with a mission to provide clear, actionable guidance without the financial jargon and help one million families retire sooner and happier.

Wes Moss is the Managing Partner in Capital Investment Advisors (CIA), a fee-only investment firm with over $7 billion in assets under management (as of June 2025). Also serving as Chief Investment Strategist, he leads a team of financial advisors who share a zeal for helping families find happiness in retirement.

Wes is a firm believer in income investing as a means to build and manage retirement savings. He and his team at Capital Investment Advisors help individuals and families invest in assets that make regular cash payments in the form of dividends, interest, and distributions. During the investor’s wealth-building years that income stream is reinvested in the portfolio to help contribute to its growth. In retirement, those payments can be directed into the investor’s bank account as a “paycheck” to help meet monthly expenses.

A fervent financial evangelist, Wes utilizes media platforms to teach readers, listeners, and viewers how they can retire on their own terms. He bases much of his retirement planning philosophy on years of extensive research studying and surveying the financial and lifestyle habits of happy retirees, all of which can be found in his two books: What The Happiest Retirees Know and You Can Retire Sooner Than You Think. He is the host of Money Matters, and the host/creator of the nationally recognized Retire Sooner Podcast as well as a frequent resource for news outlets across the country.

Before joining CIA, Wes worked for UBS Financial Services in its Atlanta office. He holds a degree in economics from the University of North Carolina, Chapel Hill. He lives in Atlanta with his wife and their four boys. His core pursuits are golfing and coaching his boys’ lacrosse teams.

Schedule an appointment with Wes’ team at Capital Investment Advisors for your complimentary Retirement Plan


Connect with the Retire Sooner Team at Capital Investment Advisors on social media:

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On Demand

Money Matters with Wes Moss

Money Matters with Wes Moss

Wes Moss, Chief Investment Strategist at Capital Investment Advisors (CIA) hosts Money Matters, the country’s longest running live call-in, investment and personal finance radio show.

Money Matters 10/5/25

Get ready for an engaging episode of the Money Matters Radio Show with Wes Moss and Jeff Lloyd, where timely financial themes meet real-world context. Review how past government shutdowns have affected markets and how those historical patterns provide perspective for today. Outline the costs behind the $5 Million American Dream, from housing and healthcare to education, cars, and even pets. Reference new research from Goldman Sachs and Investopedia on the retirement squeeze, showing how higher living expenses may influence savings expectations. Highlight frameworks such as the Year Zero Savings Plan, considerations around 529 plans and Roth IRAs, and the concept of starting financial habits early—even with examples like Baby Larry. Listen to the Money Matters Radio Show on WSB Radio for thoughtful discussion on the forces shaping money and retirement.

Money Matters 09/28/25

Tune in to a new episode of the Money Matters Radio Show with Wes Moss and Connor Miller, where markets, retirement, and planning themes take center stage. Review how the S&P 500’s performance over the past three years compares historically, and consider what this context may mean for investors today. Explore the 0.01% Rule, inspired by a Jay-Z lyric and covered by the Wall Street Journal, as a framework for thinking about spending in proportion to net worth. Look at the idea of a “$5 million American Dream” alongside current retirement savings statistics to see how national figures compare. Examine research on dividends and how dividend-paying companies have historically performed following strong bull markets. Consider recent headlines—interest rate changes, mortgage developments, and shifting rent data—and how these factors relate to broader financial decision-making. Reflect on the role of AI in financial discussions, the importance of human relationships in planning, and listen to the Money Matters Radio Show on WSB Radio to hear the full conversation.

Money Matters 9/21/25

Tune in to this week’s Money Matters Radio Show for thoughtful conversations on markets, retirement planning, and the economic trends influencing today’s financial landscape. Launch Hour 1 as Wes Moss and Christa DiBiase highlight dividends, compare the growth history of stock dividends and bonds, and respond to listener questions on solo 401(k)s, retirement savings, and withdrawal considerations for self-employed individuals. Examine how U.S. manufacturing and productivity trends connect to the broader economy, and hear callers discuss emergency funds, risk tolerance, and managing significant retirement purchases. Review approaches to planning for inflation, setting asset allocation, holding dry powder, and considering ways to generate income in retirement. Move into Hour 2 as Wes Moss and Jeff Lloyd connect current headlines to financial planning topics—covering shifts in the ice cream industry, the Federal Reserve’s rate decisions, and their potential influence on mortgages, housing, and stock levels near record highs. Consider which economic concerns may deserve greater focus, and discuss how annual reviews, diversification, and retirement withdrawal frameworks are part of ongoing planning conversations. Explore how inflation rates, market dynamics, and possible stimulus measures could affect the outlook, and review current signals heading into upcoming seasons. Stay engaged and informed—listen to the Money Matters Radio Show on WSB Radio!

The information on this page is paid commercial content and not part of the WSB Radio editorial content.

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