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

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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 6/29/25

06/29/25

June 30, 2025

Money Matters 6/22/25

In Hour 1, Wes Moss and Christa DiBiase reveal how Rule 72(t), SEPPs, and the Rule of 55 might unlock early, penalty-free access to your IRA—empowering a customized retirement plan. Tackle questions on Roth conversions, IRA rollovers, and investment regrets, while breaking down the pros and cons of annuities and life insurance. Plus, compare the S&P 500 vs. Total Market Index and uncover why true retirement happiness often stems from core pursuits, not just money. In Hour 2, Wes Moss and Connor Miller share fresh findings from their latest retirement study, identifying a surprising new financial benchmark for greater happiness. Explore how global conflict, inflation, and energy markets are shaping retiree concerns, while AI-driven job loss hits recent college grads. Finally, weigh the impact of politics on market sentiment and examine why staying invested may be more effective than timing the market, regardless of who is in office.

June 23, 2025

Money Matters (06/15)

Hour 1: Are corporate earnings one of the most important metrics for long-term investors to watch? Learn how to evaluate earnings per share (EPS), assess growth trends, and consider whether to follow earnings calls or broader S&P500 data. Discuss retirement planning strategies, including the“62/70”Social Security approach, the Rule of 55, reverse rollovers for those who choose to roll over, and backdoor Roth IRAs. Hour 2: How might inflation updates and new tariffs influence interest rates—and your broader financial outlook? Explore how these economic developments could impact long-term planning and whether your investment strategy might align with current market conditions. Plus, hear insights on how AI-related energy demand and housing affordability may impact both investment portfolios and household budgets

June 17, 2025

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