Money Matters With Wes Moss

Wes Moss
  • 4.6 (21)
  • Investing
  • Updated Weekly

Since its debut in 1992, Money Matters was created to deliver objective and timely financial advice on WSB, Atlanta's legendary, award-winning news/talk radio station. Now, in addition to airing weekly on WSB, Money Matters is available as a podcast, tailor-made for both modern retirees and those still in the planning stages. Hosted since 2009 by Wes Moss — CERTIFIED FINANCIAL PLANNER™, best-selling author, Forbes contributor, and managing partner at Capital Investment Advisors in Atlanta — and backed by the Retire Sooner Team, the Money Matters podcast aims to continue the show's legacy of demystifying retirement finances. From dissecting the latest financial news to offering personalized answers to listener questions, the goal of Money Matters is to keep you informed and empowered. Our focus? Providing clear, actionable advice without the financial jargon to help 1 million families retire sooner and happier. Join us in this exciting new chapter, and let's journey toward a financially secure and joyful retirement together.

  1. 10h ago

    Oil, Interest Rates, AI, and the Entrepreneurs Who May Be Shaping the U.S. Economy

    What are oil prices, interest rates, AI, and American entrepreneurs telling us about today’s economy? On this episode of the Money Matters Podcast, Wes Moss and Connor Miller analyze the latest economic and market headlines and provide context to investing, technology, and U.S. household wealth. ·       Explore how oil, diesel, and inflation trends may affect consumers, financial markets, and the U.S. economy. ·       Unpack how bond market activity may influence interest rates alongside Federal Reserve policy. ·       Examine why Fed rate changes and long-term Treasury yields don’t always move together. ·       Consider AI concerns involving jobs, regulation, cybersecurity, defense, and existential risk. ·       Explore the potential role of AI in productivity, innovation, digital security, and economic growth. ·       Compare the latest foldable phone technology, device prices, and consumer demand. ·       Meet “everywhere millionaires” who built wealth through food, HVAC, gutters, and other traditional businesses. ·       Discover what pass-through income data may tell us about entrepreneurship, job creation, and wealth across America. ·       Review recent U.S. household net worth trends and the factors that may be influencing American wealth. ·       Examine historical stock market trends around midterm elections, remembering that past performance does not guarantee future results. Connect the dots between the economy, markets, AI, entrepreneurship, and investing, and explore Wes’s new book, The Retire Sooner Method. Listen and subscribe to the Money Matters Podcast with Wes Moss and Connor Miller for more educational conversations about financial markets, retirement planning, and the U.S. economy.

  2. 3d ago

    Labor Day, the U.S. Economy, and the Latest Trends in Jobs and Retirement Planning

    What does Labor Day have to do with the economy? On this episode of the Money Matters Podcast, Wes Moss and Jeff Lloyd connect the American worker to today’s markets, economic trends, and retirement planning. ·       Celebrate Labor Day with a look at how American workers, productivity, and quality of life may have evolved. ·       Discover how David Booth and the rise of index investing may have helped change the investing landscape. ·       Explore The Retire Sooner Method and Wes’s latest research on what happy retirees may have in common. ·       Rethink the K-shaped economy as Wes and Jeff introduce an “E-shaped” way to view today’s economic landscape. ·       Examine trends in U.S. household wealth, home equity, and consumer spending. ·       Consider where side hustles and multiple jobs may fit into the modern American workforce. ·       Check the pulse of the U.S. job market, unemployment, and workforce flexibility. ·       Compare consumer sentiment and consumer spending to see where perceptions and economic data may differ. ·       See how remote work and youth unemployment may be changing the landscape for young workers and employers. ·       Learn how interest rates and bond duration might relate to fixed-income investments, including bonds held in a 401(k). ·       Follow trends in capital spending, corporate profitability, and productivity growth across the U.S. economy. ·       Explore how American workers may help drive innovation across technology, healthcare, and other industries. Celebrate Labor Day with a fresh perspective on the U.S. economy, investing, and retirement planning. Listen and subscribe to the Money Matters Podcast for more educational conversations with Wes Moss and Jeff Lloyd.

  3. Sep 1

    Is the Economy Changing? Inflation, AI, Markets, and Retirement

    Football is back, fall is around the corner, and there’s plenty happening with the economy and markets. On this episode of the Money Matters Podcast, Wes Moss and Connor Miller sort through some of the current financial stories and explore what they may mean for investors and retirees. ·       Analyze the U.S. economy, inflation, and S&P 500 earnings as summer winds down. ·       Explore The Retire Sooner Method and Wes’s latest research on the characteristics associated with happier retirees. ·       Consider the challenges the sandwich generation may face while juggling kids, aging parents, and retirement goals. ·       Compare recent trends in large-cap stocks, dividend growers, small caps, and diversified portfolios. ·       Follow how oil prices, federal debt, interest rates, and housing costs may influence the economy. ·       Track CPI and PCE inflation and potential changes to how these closely watched measures are calculated. ·       Examine why fewer Americans 55+ seem to be participating in the labor force and the factors that may influence retirement decisions. ·       Consider how growing investment in artificial intelligence may influence jobs, productivity, and economic growth. ·       See how changing immigration trends may affect employment and unemployment data. ·       Review the financial and lifestyle characteristics associated with retirement happiness in Wes’s research. ·       Reflect on Dolly Parton’s legacy and her apparent attention to purpose and giving. From inflation and the stock market to AI and retirement planning, Wes and Connor attempt to make sense of a busy financial landscape. Listen and subscribe to the Money Matters Podcast for more educational conversations about the economy, investing, and retirement.

  4. Aug 25

    U.S. Debt, Interest Rates, and Retirement Risks for Investors

    From $40 trillion in U.S. debt to an everyday employee who quietly built seven-figure wealth, this episode of the Money Matters Podcast covers a lot of ground. Join Wes Moss and Jeff Lloyd as they seek to help make sense of the markets, retirement planning, and a few fascinating detours along the way. ·       Celebrate college football season and the start of fall. ·       Unpack how U.S. debt, federal deficits, and interest rates may affect investors and the economy. ·       See how the bond market and Federal Reserve may influence interest rates. ·       Explore cancer treatment advances and the growing potential of AI in healthcare. ·       Consider what demand for U.S. Treasury bonds and higher yields may mean for investors. ·       Hear what Wes shared on The Money Guy Show about the habits associated with happier retirees. ·       Learn why sequence of returns risk may matter when taking portfolio withdrawals in retirement. ·       Discover how a longtime employee reportedly accumulated seven-figure wealth through decades of consistent saving and investing. ·       Consider how workplace benefits, retirement contributions, and staying invested may support long-term wealth accumulation. ·       Explore the Retire Sooner Method and its approach to retirement planning. ·       Laugh along with a golf analogy that shows why personal finance may be as unique as your swing. Bring some personality to the serious business of planning for retirement. Listen and subscribe to the Money Matters Podcast with Wes Moss and Jeff Lloyd for more conversations about investing, retirement planning, and personal finance.

  5. Aug 18

    What Is “Boomer Candy”? Specialty ETFs, Retirement Income, and the 60/40 Portfolio

    What exactly is “boomer candy,” and why is Wall Street talking about it? On the Money Matters Podcast, Wes Moss and Connor Miller break down specialty ETFs, retirement income, diversification, inflation, and what history may teach us about staying invested. ·       Explore why high-income specialty ETFs seem to be catching the attention of investors looking for income and potential downside protection. ·       See how ETFs may have evolved from simple, low-cost funds into increasingly complex products with new strategies, costs, and risks. ·       Follow the trend in derivative ETFs, which have grown from under $100 billion to roughly $600 billion in assets. ·       Unpack how high-income S&P 500 ETFs may use options to pursue monthly income and manage volatility. ·       Compare specialty ETFs with buffered and barrier notes, including a noticeable difference: potential counterparty risk. ·       Visualize specialty ETFs as financial burritos—layers of investment strategies wrapped together in one package. ·       Consider where specialty ETFs may fit as a supplement to a diversified portfolio rather than the main course. ·       Revisit the supposed “death of the 60/40 portfolio” after 2022 and see what history may add to the debate. ·       Discover what decades of market data may suggest about stocks, bonds, and balanced portfolios across different holding periods. ·       Check the latest inflation, CPI, and interest rate trends and what they may mean for the Federal Reserve and financial markets. Listen and subscribe to the Money Matters Podcast for a lively, educational look at investing, retirement planning, ETFs, and the markets.

  6. Aug 11

    Record Stock Market Highs: AI, Social Security, and Retirement Planning Explained

    What's driving record stock market highs? Find out on this episode of the Money Matters Podcast as Wes Moss and Jeff Lloyd connect the dots between artificial intelligence (AI), investing, Social Security, and retirement planning in a fast-moving, educational conversation that helps put the current financial headlines into perspective. ·       Find out what may be fueling record stock market highs, from AI to strong corporate earnings. ·       Explore one of the market's biggest five-day rallies since 1950 and see how markets have historically performed following comparable rallies. ·       Follow the wild story of a leveraged hedge fund and what it may reveal about investing risk. ·       Examine how money has shifted from AI stocks toward value investing and dividend-paying companies. ·       Consider why demographic changes may help reshape the future of higher education. ·       Compare practical ways to balance college savings with retirement planning. ·       Weigh Social Security claiming considerations based on income, longevity, and retirement goals. ·       Explore listener questions on pensions, mortgage payoff, cash reserves, and core pursuits. ·       Review financial habits that may support long-term retirement planning. ·       Claim your preorder bonus for The Retire Sooner Method, whether you buy from a major retailer or your favorite local bookstore. Listen and subscribe to the Money Matters Podcast with Wes Moss and Jeff Lloyd for more educational conversations about retirement planning, investing, Social Security, AI, stock market trends, and personal finance.

  7. Aug 4

    Beyond the Headlines: AI, Market Volatility, and the Federal Reserve

    Big market swings, artificial intelligence, and the Federal Reserve are dominating the conversation—but what do they really mean? Join Wes Moss and Connor Miller on the Money Matters Podcast as they separate attention-grabbing headlines from the broader trends that may be shaping investing, retirement planning, and the economy. • See why a large tech company’s historic $500 billion single-day market move may not be the whole investing story. • Discover how algorithmic trading may help fuel market volatility and why it often differs from long-term investing. • Rethink the difference between stock prices and the value of the businesses behind them. • Explore new research on how artificial intelligence may be changing hiring, management, and workplace productivity. • Follow the latest Federal Reserve decision and the economic conversation surrounding interest rates. • Consider the "play the ball, not the referee" mindset when evaluating markets and economic news. • Follow encouraging progress in Alzheimer's research and discuss potentially positive hiring trends from companies investing in innovation. Listen and subscribe to the Money Matters Podcast with Wes Moss and Connor Miller for engaging and educational conversations about retirement planning, investing, AI, personal finance, and today's economy.

  8. Jul 28

    How Much Do You Really Need to Retire? New Survey Reveals Americans' $1.2 Million Target

    Retirement planning doesn't happen in a vacuum, and artificial intelligence (AI) is becoming an important part of today's conversation. Join Wes Moss and Connor Miller on this episode of the Money Matters Podcast as they connect the dots between retirement savings, inflation, AI investing, and the economic trends that may help influence the years ahead. • Compare new retirement savings research with what Americans think they'll need and how today's savings levels measure up. • See why credit card debt, investing habits, and portfolio allocation continue to make headlines in retirement planning. • Explore the 4% rule of thumb, retirement income planning, and why risk tolerance may matter when building a long-term strategy. • Follow how artificial intelligence is driving significant investment and how those trends may influence inflation and the broader economy. • Consider what productivity gains, market changes, and diversified investing may mean for long-term investors. Listen and subscribe to the Money Matters Podcast with Wes Moss and Connor Miller for engaging conversations about retirement planning, retirement investing, personal finance, inflation, artificial intelligence, and today's economy.

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4.6
out of 5
21 Ratings

About

Since its debut in 1992, Money Matters was created to deliver objective and timely financial advice on WSB, Atlanta's legendary, award-winning news/talk radio station. Now, in addition to airing weekly on WSB, Money Matters is available as a podcast, tailor-made for both modern retirees and those still in the planning stages. Hosted since 2009 by Wes Moss — CERTIFIED FINANCIAL PLANNER™, best-selling author, Forbes contributor, and managing partner at Capital Investment Advisors in Atlanta — and backed by the Retire Sooner Team, the Money Matters podcast aims to continue the show's legacy of demystifying retirement finances. From dissecting the latest financial news to offering personalized answers to listener questions, the goal of Money Matters is to keep you informed and empowered. Our focus? Providing clear, actionable advice without the financial jargon to help 1 million families retire sooner and happier. Join us in this exciting new chapter, and let's journey toward a financially secure and joyful retirement together.

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