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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.
Connect with the Retire Sooner Team at Capital Investment Advisors on social media:
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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.
Experience an informative overview of widely searched retirement and financial planning topics on this week’s Money Matters Radio Show with Wes Moss and Christa DiBiase. Explore how some households think about offering financial support to adult children while also considering the potential long-term implications for their own retirement planning framework. Examine the growing influence of artificial intelligence on workplace responsibilities and observe how emerging technologies may shape job functions across various sectors. Review essential retirement planning concepts—including the structure of target date funds, the procedural nature of backdoor Roth IRA strategies, and common reasons individuals periodically reassess their financial plan—to stay aware of evolving considerations. Stay informed about current financial conversations by listening to the Money Matters Radio Show on WSB Radio.
Kick off your week with a fast-paced Money Matters Radio episode to help inform how you think about markets, money, and the world around you. Ignite your understanding of today’s economy as Wes Moss and Jeff Lloyd unpack resilient U.S. growth, strong corporate earnings, cooling inflation, and the push-and-pull of market volatility across everything from cryptocurrency to dividend-paying stocks. Examine how innovation—AI breakthroughs, massive data center expansion, and a renewed focus on nuclear energy—continues to influence long-term economic trends, while also considering what global confidence in the U.S. dollar might mean for investors. Consider retirement-focused saving strategies for every stage of life, and enjoy a seasonal spotlight on Thanksgiving economics, strategic holiday travel planning, family traditions, and classic American grilling. Stay informed and inspired—listen to the Money Matters Radio Show every Sunday on WSB Radio.
Ignite your financial awareness with a focused, action-oriented episode of the Money Matters Radio Show with Wes Moss and Connor Miller. Break down the discussion around the 50-year mortgage and consider how an extended loan timeline may affect long-term housing decisions for renters evaluating their next steps. Navigate the forces surrounding today’s K-shaped economy, including government shutdown implications, market fluctuations, interest-rate movement, and how consistent contributions—such as 401(k) investing—fit into a long-term financial framework. Evaluate retirement income stress-testing, inflation pressures, diversification concepts, and the importance of aligning planning strategies with personal goals and circumstances. Examine how these economic themes relate to household saving habits, spending choices, policy uncertainty, and the day-to-day financial considerations many families manage. Listen to the Money Matters Radio Show on WSB Radio to help stay informed and engaged in your financial decision-making.
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