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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 10-25-26
Explore retirement planning and financial security on the Money Matters Radio Show. Join Wes Moss and Connor Miller to examine artificial intelligence, financial automation, digital money transfers, fraud prevention, two-factor authentication, and the human oversight behind the technology. Connect the dots between U.S. economic growth and resilience, business and consumer spending, the gig economy, rising productivity, and market security amid automation. Then hear Wes Moss and Christa DiBiase tackle headlines, high-yield investing, and listener questions about early retirement, annuities, and health savings accounts (HSAs). Weigh asset allocation, life insurance in retirement, and potential tax savings as part of your financial decisions. Listen to the Money Matters Radio Show on WSB Radio.
Money Matters 10-18-26
Rethink the retirement paycheck with Wes Moss and New York Times best-selling author Jean Chatzky, author of The Forever Paycheck, on this special episode of the Money Matters Radio Show. Unpack why the 4% rule is a guideline, not a spending commandment, and explore the psychology behind retirement spending. Examine home equity, paid-up life insurance, annuities, and dividend-paying stocks as Wes and Jean discuss the challenges retirees and financial advisors may face when they attempt to convert savings into income. Consider why many Americans may struggle to spend what they’ve saved, how fear of running out competes with enjoying life, and how annuities and other income solutions might fit into the retirement spending conversation. Listen to the Money Matters Radio Show on WSB Radio for the full conversation with Wes Moss and Jean Chatzky.
Money Matters 10-11-26
Follow Wes Moss and Jeff Lloyd from fast food to financial markets on the Money Matters Radio Show. Explore human-first service, AI adoption in fast food, and automated customer service challenges alongside rising interest rates, inflation trends, oil-price pressures, and tariffs’ potential effects on goods prices. Unpack the hosts’ discussion of large technology stocks’ potential role in stock market record highs while small caps, utilities, and financials lag. Then, turn to housing affordability challenges, high-dividend investment risks, and health savings account (HSA) “stacking” considerations for retirement healthcare planning, including tax rules and eligibility. Listen to the Money Matters Radio Show on WSB Radio for a lively, educational look at economic headlines and financial planning.
The information on this page is paid commercial content and not part of the WSB Radio editorial content.
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