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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 10-26-25
Stay informed and intentional with this week’s Money Matters Radio Show, where Wes Moss and the Retire Sooner Team offer thoughtful discussions to help listeners make sense of today’s financial landscape. In Hour 1, Wes Moss and Christa DiBiase discuss current conversations about including private equity within 401(k) plans and what that potential shift could mean for plan participants. Address listener questions on raising financially informed children, balancing FIRE (Financial Independence, Retire Early) principles with long-term stability, and understanding Roth options in workplace retirement plans. Clarify complex areas like covered call ETFs, inheritance considerations, and the importance of making informed investment decisions aligned with personal objectives and risk tolerance. In Hour 2, Wes Moss and Connor Miller analyze the influence of AI-driven market growth and distinguish between innovation momentum and speculative behavior within technology-focused portfolios. Review how S&P 500 concentration affects diversification and why maintaining portfolio balance remains an important consideration. Explore housing market trends in Miami, Dallas, and Nashville, and reflect on a 58-year-old college football player’s journey that highlights lifelong learning, reinvention, and purpose in life after work. Listen to the Money Matters Radio Show on WSB Radio to stay current, stay thoughtful, and stay engaged with today’s evolving retirement and investing topics.
Money Matters 10-19-25
Join a new episode of the Money Matters Radio Show with Wes Moss and Connor Miller—where today’s financial headlines are explored through a balanced, educational lens. Hear how private equity access within 401(k) plans is being discussed as a potential evolution in retirement investing options. Learn how AI and Internet of Things (IoT) technologies could be influencing the broader economy, illustrated by Walmart’s 90-million-pallet logistics challenge and the continued flow of capital toward innovation. Consider how longevity planning and income-focused multi-asset approaches may play a role in creating more durable financial strategies for retirement. Listen to the Money Matters Radio Show on WSB Radio to stay informed and engaged with thoughtful conversations about money, markets, and long-term planning.
Money Matters 10/12/25
Stay informed with the Money Matters Radio Show, where Wes Moss and Jeff Lloyd review market trends and potential impacts on investors. Examine the three-year bull market and its observed effects on stocks, bonds, gold, and retirement accounts. Explore the 2026 tax bracket updates and changes to the zero-percent capital gains range. Analyze market highs, momentum trends, and the influence of technology companies and artificial intelligence on valuations. Consider labor market shifts, housing trends, and potential Federal Reserve rate moves on the broader economy. Listen to the Money Matters Radio Show on WSB Radio for timely financial insights.
The information on this page is paid commercial content and not part of the WSB Radio editorial content.
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