Wes Moss, dad of four boys. Host of Money Matters on WSB radio in Atlanta. Partner at Capital Investment Advisors (CIA) and digital financial advisory firm Wela.
Had a wonderful time on the latest episode of the Clark Howard show with Christa. We explored whether the classic 60/40 portfolio and the 4% rule are still viable strategies in today's market despite some recent skepticism from financial articles.
We also tackled some excellent listener questions, covering topics from how to handle employee benefits to the intricacies of different retirement accounts.
Big thanks to Christa for moderating a great discussion. Listen wherever you get your podcasts!
A recent article from the Wall Street Journal took a shot at two time-honored investment strategies: the 60/40 portfolio and the 4% rule. Will these two financial principles work in the future? CERTIFIED FINANCIAL PLANNER® Wes Moss, a managing partner with Capital Investment Advisors, joins Christa...
09/05/2024
Today, we delve deep into the fascinating world of aging and memory with our special guest, Alan Castel. Alan brings his expertise in cognitive psychology to discuss how our memory evolves with age, the significance of social connections, and the critical role of maintaining a positive attitude and physical balance for cognitive health.
We'll explore the inspiring lives of figures like John Wooden and Maya Angelou, who showcased how to age gracefully and remain positive despite adversity. Alan also shares his current research on memory selectivity, the impacts of curiosity, and strategies for avoiding scams that target older adults.
Listeners will gain valuable insights into the happiness curve, understanding why mid-life often feels challenging and how life can improve after the ages of 45-50. We'll discuss the importance of engaging in meaningful hobbies, staying socially active, and nurturing connections post-retirement.
On today’s episode of the Retire Sooner Podcast, Wes sits down with Dr. Alan Castel to delve into how we might be able to improve our own aging process. A Professor in UCLA’s Psychology Department, he studies learning, memory, and aging and is particularly interested in how younger and older adu...
09/04/2024
In this week's episode of Money Matters, Wes Moss and Jeff Lloyd dive into the history of Labor Day, celebrate the return of football, and break down major economic updates. From discussing Jerome Powell’s latest speech and Nvidia’s massive buyback, to examining the effectiveness of traditional retirement strategies like the 4% rule and a 60/40 portfolio, we’ve got it all covered.
On today’s episode of the Money Matters Podcast, Wes is joined by producer Jeff Lloyd. They celebrate the Army of American Productivity and workers everywhere in honor of Labor Day.
05/28/2024
Running out of money may be retirement’s scariest worry. How much can someone withdraw from their account each year without exhausting the resources they need to live comfortably throughout retirement? This debate has led to heated arguments—even among experienced financial planners. Let's discuss.
Running out of money may be retirement’s scariest worry.
05/28/2024
This week's Money Matters is now live! Wes and Jeff discuss Nvidia, examine Fed inflation minutes, analyze a worrisome decline in birth rates, and marvel at the annual salaries of some Florida housekeepers.
Capital Investment Advisor’s Wealth Management Analyst Jeff Lloyd joins Wes to discuss Nvidia, examine Fed inflation minutes, analyze a …
10/06/2023
Is your entire retirement plan banking on your Teachers Retirement System of Georgia pension? The TRS monthly pension is a wonderful financial foundation but you may need to save more. Here I provide three reasons why and a few other supplemental avenues to explore!
Is your entire retirement plan banking on your TRS pension? According to Wes, the TRS monthly pension is a wonderful financial foundation but you may need to...
09/19/2023
Our team is so excited to announce the launch of our newest podcast, Happiest Retirees! Retire Sooner podcast producer, Ryan Doolittle, will be sitting down with happy retirees and sharing their unique retirement stories.
As children, we’re all asked what we want to be when we grow up. We tend to see the decision as finite when it isn’t. The Happiest Retirees podcast refocuses the lens to ask, now that you’re grown up, what do you want to do? How do you want to reinvent yourself? Who do you want to be?
By going straight to the source — the happy retirees themselves — we capture the essence and the stories of their post-career lifestyles. Where have they stumbled? Where have they triumphed? How did they discover the core pursuits and passions that get them out of bed in the morning?
Navigating retirement planning can be challenging as you strive to optimize your well-earned funds. If you're aiming to find that sweet spot between risk and return, the Modern Portfolio Theory is right up your alley.
Like most viewpoints in finance and life, this theory comes with its advantages and constraints. So, what kind of mix makes sense, and how can someone who's investing begin to experience life on the efficient frontier?
Earning money is hard! Once you’ve built up some savings, you want to treat it right, so it returns the favor.
08/13/2023
Planning for a happy retirement can sound overwhelming, but it doesn’t have to be. I’ll tell you from personal experience that having a partner along for the ride can make all the difference.
We all want our marriage or partnership to be about love, but that doesn't mean we can't also be excited about the chance for two incomes.
Think about it, could anything be more romantic than teaming up to build a happy future?
From mortgage rates to the price of tacos, almost everything has seemingly gone in one direction: up. However, when it comes to marriage the opposite appears to be true.
08/04/2023
What are your expenses now and what do you expect your expenses to be in retirement?
That’s just one question you need to be asking yourself when you’re on your own - single, divorced, widowed and you are trying to determine how your finances are going to provide for you in your post-employment life.
There are some key things you need to know to live out your dream retirement life. Let's get you prepped for the future you deserve with the help of my colleague, Kristin Curcio.
If you’re on your own- single, divorced, widowed and you are trying to determine how your finances are going to …
08/03/2023
Today on Retire Sooner, I revisit one of my favorite interviews from my radio show, Money Matters. I talked about Blue Zones – areas in the world where people live exceptionally long and healthy lives – with renowned explorer, educator, and expert on longevity from National Geographic, Dan Buettner. From diet to social connections to DNA, they explore many factors that impact our well-being. This includes the benefits of having a sense of purpose and passion, a key tenant of the Retire Sooner mission. We also explain which health and happiness strategies different Blue Zones across the globe excel at, offering inspiration and considerations for living longer and retiring happier. Originally recorded in 2019 for Money Matters on 95.5 WSB in Atlanta, there are timeless lessons we hope listeners will take from this discussion.
Today on Retire Sooner, Wes Moss revisits one of his favorite interviews from his radio show, Money Matters. He talked …
08/01/2023
Money plays a pretty significant role in planning for a happy retirement. It might not guarantee happiness, but let's face it, trying to live your best life without enough of it can be pretty tough.
It's been on my radar lately, so I’m reviewing my 5 Money Secrets of the Happiest Retirees!
Money is integral to planning for a happy retirement. It doesn’t buy you automatic happiness, but trying to live your best life without it can be very challenging. Therefore, I felt it was time to review my 5 Money Secrets of the Happiest Retirees.
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Wes Moss is the host of MONEY MATTERS – the country’s longest running live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB.
Wes is the Chief Investment Strategist at Capital Investment Advisors (CIA). CIA currently manages more than a billion dollars in client assets, making it one of Georgia’s largest Fee-Only investment firms, according to the Atlanta Business Chronicle. Wes is also a partner at Wela, a digital advisory service based in Atlanta that offers free financial management tools and the ability for clients to work online with a financial planner.
In 2017 Wes was featured in Barron’s Magazine where he discussed his career in financial advising as well the investment strategy that he pursues, investing for income. Barron’s Magazine also named him one of America’s Top 100 Independent Wealth Advisors this year. In 2014, 2015, 2016 and 2017, Barron’s Magazine named Wes as one of America’s top 1,200 Financial Advisors. Wes was also named one of Atlanta’s 40 Under 40 by the Atlanta Business Chronicle in 2015. In 2014, he was named as one of the top 40 investment advisors (under 40) in the country by Investment News in their inaugural list.
In addition, Wes is a regular contributor to the Atlanta Journal Constitution, and for a number of years wrote for AJC.com, the website of The Atlanta Journal Constitution. He is also the editor and writer for About.com’s Financial Planning blog and a regular contributor to ClarkHoward.com. In 2014, Wes was the host of Atlanta Tech Edge, a weekly TV show on Atlanta’s NBC affiliate WXIA, covering the fascinating business of technology within the state of Georgia. He is also the financial consultant for Spike TV’s show, Life Or Debt.
Wes holds a degree in economics from the University of North Carolina, Chapel Hill. He lives in Atlanta with his wife and four sons and loves spending time with his family, coaching lacrosse, and playing golf and tennis.
Wes has written several books including Starting from Scratch (Kaplan) and Make More, Worry Less (FT Press). His latest book, You Can Retire Sooner Than You Think – The 5 Money Secrets of the Happiest Retirees (McGraw Hill 2014), has been a bestseller in the retirement planning category. This book’s unique message and research struck a chord with readers and the financial community since its release in May of 2014. Wes has also served as a financial expert for both local and national media including CNN, CNBC and Fox Business Network. He has been interviewed by USA Today, Forbes, Time, the Wall Street Journal, and Yahoo Finance.
