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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).
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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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 02-15-26
Explore the economic forces shaping today’s markets and retirement planning decisions in this episode of the Money Matters Radio Show. In Hour 1, Wes Moss and Jeff Lloyd analyze the investment implications of artificial intelligence, examine job creation versus job displacement trends, assess commercial real estate volatility, emphasize the role of human trust in financial decision-making, and interpret Valentine’s Day consumer spending alongside the latest U.S. employment data within diversified portfolio frameworks. In Hour 2, Wes Moss and Christa DiBiase evaluate recurring inflation cycles, compare value and growth stock leadership trends, respond to listener questions on retirement income planning, ESOP (Employee Stock Ownership Plan) concentration risk, capital preservation strategies often described as “safe,” and lump-sum pension considerations, while also addressing digital financial security risks, asset allocation across equities, fixed income, and cash, and structural trade-offs within workplace retirement plans to support disciplined, goals-based financial decisions. Listen to the Money Matters Radio Show on WSB Radio for market analysis and retirement planning education designed to help you stay informed in a rapidly evolving financial landscape.
Money Matters 02-08-26
Uncover timely market context and retirement planning themes shaping today’s financial conversations on the Money Matters Radio Show. Navigate Hour 1 as Wes Moss and Connor Miller frame the accelerating pace of artificial intelligence, AI-related market volatility, shifting value versus growth stock narratives, sharp precious-metal moves, and discussion around potential Federal Reserve leadership changes involving Kevin Warsh. Examine how Federal Reserve balance-sheet dynamics, the so-called SaaS apocalypse, pressure on blue-chip companies, and Super Bowl advertising trends may signal a fragmented media environment and evolving investment landscape. Explore Hour 2 as Wes Moss and Christa DiBiase contextualize rising gold prices, a modestly weaker U.S. dollar, and economic considerations often discussed by retirees. Review listener questions by outlining commonly referenced withdrawal rules, portfolio considerations during volatility, technology versus value exposure, concerns about running out of money, pension calculations, high-yield bond roles, and trust account titling basics. Listen to the Money Matters Radio Show on WSB Radio to stay engaged with current market perspectives and retirement planning discussions.
Money Matters 02-01-26
Money Matters 02-01-26
The information on this page is paid commercial content and not part of the WSB Radio editorial content.
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