Wes Moss 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).

Full Wes Moss Bio

On Demand

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 2-23-25

Jump into the habits of “mini-millionaires” to examine how disciplined investing, homeownership, and hard work—not flashy spending—have turned solid earners into millionaires. Tackle the over-spending tax vortex, a debate between bonds and money markets, the robo-advisor cash trap, and concerns over brokerage security. Through stimulating analysis and answering listener questions, Wes Moss and Christa DiBiase spotlight how to balance investments, protect accounts, and avoid letting perfect be the enemy of the good. Then, dismantle doomsday headlines from Rich Dad Poor Dad author Robert Kiyosaki by highlighting how strong earnings, cooling inflation, and resilient consumer spending often keep the economy humming. Jeff Lloyd joins Wes to inspect Walmart’s earnings stumble and use Amazon’s revenue surge to demonstrate the constantly spinning flywheel of growth. Explore the labor market's return to relative equilibrium, the case for viewing all-time stock market highs as a “green light” rather than a “red flag,” and how bond yields can sometimes provide stability amid rate fluctuations. Finally, unpack the “Doge Dividend” proposal, a concept floated by the Trump administration suggesting taxpayer rebates tied to deficit reductions. Would one-time stimulus checks be more or less productive than debt rollback? Listen to find out more.

February 24, 2025

Money Matters 2-16-25

Should you take a lump sum or pension payout? Use the 6% Test to help you decide. With markets hitting record highs, is it the right time to invest or wait? History suggests some clues that retirement planning does not favor hesitation. Wes Moss and Christa DiBiase provide crucial context by answering listener questions about 401(k) target date funds, beta vs. volatility, selling a business for retirement, mega backdoor Roth IRAs, and inherited IRAs. Then, Jeff Lloyd helps unravel the most compelling economic data of the year. From inflation’s sneaky rise to why manufacturing expectations are surging, decode what’s really happening in the economy. With inflation creeping past 3%, is there cause for concern? And finally, is Washington’s birthday not actually called Presidents’ Day? Jeff has the surprising answer.

February 17, 2025

Money Matters 2-09-25

Examine financial resilience, retirement strategies, and the changing workforce landscape. Step into the discussion about how early retirement from federal jobs may reshape financial planning. What are the psychological barriers to investing at market highs, and how can future retirees navigate lump sum pension rollovers into IRAs? Wes Moss and Christa DiBiase explore all of this, plus the power of dividends, alternative income investments, and the importance of staying invested in bull markets. Next, tackle the behavioral finance conundrum—should you invest when the market is at an all-time high? Does the data suggest investing at record highs actually outperforms random market timing? Break down historical trends, unpack how bull markets typically last five years on average, and investigate why bonds remain a smart bet despite attractive cash yields. Wes Moss and Connor Miller delve into these crucial topics, plus quirky Super Bowl stock stats and a message about why Kansas City Chiefs fans have more to cheer about than just Taylor Swift in the stands.

February 10, 2025

View All

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

news

weather

traffic