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Money Matters
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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).
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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 06/08/25
Money Matters 06/08/25
Money Matters 06/01/25
In Hour 1, Wes Moss and Christa DiBiase tackle top retirement questions, including Wes’s detailed 10-point retirement readiness checklist and essential strategies for transitioning from saving to spending in retirement. They answer listener questions about shifting from traditional to Roth 401(k)s, efficient withdrawal strategies, and maximizing retirement income while minimizing taxes. In Hour 2, Jeff Lloyd joins Wes to dive into current market trends, the impact of tariffs, and why the old adage "sell in May and go away" doesn’t always ring true. With practical analysis and relatable stories, this episode is packed with actionable financial strategies and retirement insights for listeners at every stage.
Money Matters 05/25/25
In Hour 1, Wes and Christa delve into the question of whether or not passive investing is creating a bubble. Is it possible to avoid paying a Roth conversion tax? What is dollar cost averaging? Is it a good idea to invest a lump sum? Should you use target-date funds? And is the reverse glide path worth it? In Hour 2, Connor joins Wes to honor fallen service members on Memorial Day. Then, they analyze the recent U.S. debt downgrade, surging interest, and the federal budget. Should tariff revenue be given more significant weight? Connor accidentally rediscovers Hauser’s Law, Wes gives his kids a revolutionary happy retiree summer challenge, and they compare the Army of American Productivity with Europe’s more legacy-based corporate structure.
The information on this page is paid commercial content and not part of the WSB Radio editorial content.
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