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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 03-08-26
Explore retirement planning and investing questions with Wes Moss and Christa DiBiase on the Money Matters Radio Show. Evaluate in hour one how employee stock purchase plans may fit into a broader retirement strategy, interpret the “million-dollar retirement” benchmark for singles and couples, and assess Roth IRA conversion considerations for families. Organize vacation savings plans, review planning choices for teachers bridging a retirement income gap, and consider applying the 4% withdrawal framework when evaluating early-retirement income. Examine in hour two how consolidating retirement accounts may simplify portfolio oversight, what implementing dollar-cost averaging during market volatility may look like, and how inheritance windfalls may be incorporated into a long-term financial plan. Review how early-retiree income may affect healthcare subsidy eligibility, consider Roth 401(k) contribution opportunities, and compare covered-call income ETFs with tax-exempt municipal bonds when assessing retirement portfolio construction. Listen to the Money Matters Radio Show on WSB Radio to consider how these retirement planning and investment concepts may relate to your long-term financial goals.
Money Matters 03-01-26
Money Matters 03-01-26
Money Matters 2/22/26
Connect today’s financial headlines to long-term retirement planning conversations on this episode of the Money Matters Radio Show as Wes Moss and Connor Miller examine GLP-1 medications, artificial intelligence adoption, shifting workplace trends, S&P 500 sector divergence—including energy, materials, consumer staples, technology, and financials—market highs, steak-price inflation, automated savings systems, research on written retirement plans and financial confidence, and the $27.40 savings framework. Evaluate small business cash-flow management, savings account yield trends, the latest U.S. jobs report, education-level employment data, the role of bonds in diversified portfolios, small-cap stock performance, and the importance of tracking total return—including dividends and interest income—with Wes Moss and Christa DiBiase. Listen to the Money Matters Radio Show on WSB Radio for balanced market analysis and retirement planning education designed to inform—not predict—today’s evolving financial landscape.
The information on this page is paid commercial content and not part of the WSB Radio editorial content.
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