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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 12-14-25
Tune in to the Money Matters Radio Show for an educational overview of retirement planning topics, market commentary, and current financial headlines, presented for general informational purposes only. Hour 1: Christa DiBiase joins Wes Moss to review why converting an entire traditional IRA to a Roth IRA in a single tax year can, in some circumstances, result in a significant tax liability, referencing a recent Wall Street Journal op-ed as an illustrative example. Examine how inactive or overlooked 401(k) accounts may remain in cash rather than invested over time. Address listener questions by discussing New York’s guaranteed 7% fixed-rate retirement account program, the historical context of the 4% withdrawal framework, general retirement housing considerations, 529-to-Roth IRA rollover rules, and factors commonly reviewed when evaluating life insurance coverage. Hour 2: Connor Miller joins Wes Moss to discuss publicly available data on the rise of millionaire 401(k) accounts alongside updated IRS contribution limits. Place the Federal Reserve’s recent policy decision—described by some commentators as a “hawkish cut”—into broader context by reviewing interest-rate signaling, bond market behavior, and widely referenced long-term diversification principles. Consider forward-looking themes by referencing Disney’s reported collaboration with OpenAI, broader artificial intelligence trends, tax refund season dynamics, election-year market volatility, and the general concept of maintaining balance within retirement portfolios. Listen to the full episode of the Money Matters Radio Show on WSB Radio for research-informed perspectives on today’s financial conversations and market developments.
Money Matters 12-07-25
Tune in to this informative episode of the Money Matters Radio Show as Wes Moss and Jeff Lloyd outline widely searched financial and retirement planning topics shaping year-end discussions. Review Federal Reserve interest rate commentary, record-setting holiday shopping trends, and the scheduled 2026 tax law changes that continue to guide many planning conversations. Consider how historical market events—from Enron’s collapse to Nvidia’s rapid growth—provide context for long-term investing frameworks, and observe current performance across major stock market sectors. Examine updates involving HSA eligibility rules, charitable deduction parameters, bonus depreciation provisions for business owners, expanded 529 education plan flexibility, and the broader economic impact of recent gas price movements. Stay informed by listening to the Money Matters Radio Show on WSB Radio for additional financial context and discussion.
Money Matters 11-30-25
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.
The information on this page is paid commercial content and not part of the WSB Radio editorial content.
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