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

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 4/27/25

Make informed decisions about your retirement plans, even in a bear market. Learn how to broaden your perspective and examine your safety assets rather than canceling your beach trip because of market fears. What is the most popular benchmark for stock market success? The answer may surprise you. Wes and Christa discuss relevant topics and answer listener questions: • The bungee cord stock market—what if the tariffs continue to wreak havoc? • Bear markets are typically shorter than bull markets. • Is it okay for early retirees to pull money from their TSP if it’s adequately balanced? What roles would layering and multiple streams of income play in that decision? • Can anyone with a pension think of it like dry powder? How many years from retirement should someone with a 100% stock allocation begin to dial back the risk? • What’s the difference between maximizing and optimizing Social Security? Remember that the time horizon includes the rest of your retirement. • When considering Roth conversions, remember that it’s about taxes today vs. taxes tomorrow. • What is the Wash Sale rule, and how does it influence a rebalance of new contributions? Then, Connor joins Wes to analyze essential current events: • Connor asks, "Are We Having Fun Yet?" with the constant scary headlines and market volatility from tariff repercussions. • Stress from the ongoing uncertainty in trade talks with China. • Understanding the VIX (fear index) and its historical spikes. • The administration’s intermittent public criticism and praise for Jerome Powell and the Fed, and how it’s affecting markets. • Bond market turbulence, duration risk, and the relative safety of gold. • The crucial role asset allocation plays in investment portfolios. • When it comes to income investing, is it true that yield is destiny? Finally, Wes tells the story of real-life happy retirees to illustrate that even when starting small, folks can utilize aggressive savings, frugal living, and multiple income streams to achieve financial freedom and structure a post-retirement life full of core pursuits and new purpose.

April 28, 2025

--:-- --:--

Money Matters 4/20/25

April 21, 2025

--:-- --:--

Money Matters 4/13/25

Maximize your retirement strategy! Get insights on interest rates, part-time work, RMDs, Social Security's 35-year formula, and pension decisions. Plan early retirement for parents with trusts, tax-smart giving, and family finance, avoiding joint account pitfalls. Weigh dollar-cost averaging frequency and the cash vs. spreading-it-out investment debate. Navigate inflation's impact on early retirement and the need for family financial transparency. Learn to stay resilient amid market turbulence—channel your inner George Clooney from O Brother, Where Art Thou?! Understand market volatility, trade negotiations, the inverse bond/interest rate relationship, and how tariffs create price uncertainty. Explore portfolio balance and diversification, and decipher the VIX (fear index) for market insights. Plus: Discover the inflation-defying prices of the Masters' egg salad sandwich and Costco's hot dog/soda combo! Tune in to the Money Matters Radio Show with Wes Moss, Christa DiBiase, Jeff Lloyd, and Connor Miller to help fortify your financial future.

April 14, 2025

--:-- --:--

View All

The information on this page is paid commercial content and not part of the WSB Radio editorial content.

news

weather

traffic