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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 01-11-26
Educational context on markets, policy, and retirement planning. Hour 1 (Wes Moss & Connor Miller) | Institutional ownership of single-family homes in the Southeast and related affordability and supply-demand dynamics | Proposed policy limits on large homebuyers | Trump Accounts and current market momentum discussed through historical bull markets, AI productivity themes, tax-refund activity, interest rates, and Federal Reserve liquidity | Political and economic uncertainty including midterm elections, potential home-buying restrictions, and how AI is commonly discussed in relation to corporate earnings. Hour 2 (Wes Moss & Christa DiBiase) | Wealth in America and who today’s millionaires are | Widely cited long-term saving and investing behaviors | Listener questions on AI-related job disruption, college-housing investment properties, fiduciary selection, buffered ETFs, and long-dated bonds | Retirement planning considerations including accessing savings, second-home mortgages, and maintaining long-term planning discipline across varied financial situations. Listen to the Money Matters Radio Show on WSB Radio for clear, education-focused conversation around today’s most discussed financial topics.
Money Matters 01-04-26
The Money Matters Radio Show presents an educational and timely conversation as Wes Moss and Christa DiBiase connect lifestyle research, economic context, and long-term retirement planning considerations. Explore how social engagement and intentional relationships are discussed as commonly cited contributors to well-being, health, and longevity in retirement-focused research. Review recently released jobs data and economic updates by outlining employment figures, labor-market dynamics, and how this information is often framed in retirement planning discussions. Address listener questions, highlighting general considerations around Roth IRAs, in-plan conversions, estate planning concepts, asset allocation frameworks, college savings approaches, and perspectives on stock market timing. Listen to the Money Matters Radio Show each week on WSB Radio for thoughtful, educational conversations focused on retirement and personal finance.
Money Matters 12-28-25
Tune in to this week’s Money Matters Radio Show with Wes Moss and Christa DiBiase for a clear, educational conversation centered on today’s most talked-about retirement and personal finance topics. Outline healthcare enrollment considerations by covering ACA and COBRA structures, recent healthcare policy updates, and planning themes often referenced by early retirees. Explain how Federal Reserve interest-rate decisions are commonly discussed in relation to mortgage rates, real estate trends, and the broader U.S. economy while also reviewing Social Security timing and asset allocation approaches. Address listener questions by discussing general considerations around pension withdrawals, early retirement abroad, generational wealth planning and next-generation accounts, and how housing markets and inflation are often incorporated into long-term financial planning conversations. Listen to the Money Matters Radio Show on WSB Radio to hear thoughtful discussions that add context to the financial stories shaping retirement planning today.
The information on this page is paid commercial content and not part of the WSB Radio editorial content.
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