Money Matters with Wes Moss

Mar 09 2025 208 ep. 57 mins 56
Money Matters with Wes Moss Podcast artwork

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.

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Money Matters 3/9/25

Mar 09 2025 66 mins  
Discover the five financial habits that can lead to a happy retirement, including how much you really need to save, the power of multiple income streams, and why paying off your mortgage faster can sometimes boost peace of mind. Learn how rational optimism can often fuel effective investing and how the 4% plus rule of thumb may help retirees avoid running out of money. Then, explor

Money Matters 3-02-25

Mar 04 2025 69 mins  
Uncover the number you need for retirement using the Fill the Gap (FTG) method. Subtract guaranteed income like Social Security from your spending goal, calculate your savings target, and take control of your financial future. Discover how the Rule of 55 can help you access retirement funds early, weigh the benefits of direct indexing, and find out where to park cash for short-term

Money Matters 2-23-25

Feb 23 2025 68 mins  
Jump into the habits of “mini-millionaires” to examine how disciplined investing, homeownership, and hard work—not flashy spending—have turned solid earners into millionaires. Tackle the over-spending tax vortex, a debate between bonds and money markets, the robo-advisor cash trap, and concerns over brokerage security. Through stimulating analysis and answering listener que

Money Matters 2-16-25

Feb 16 2025 66 mins  
Should you take a lump sum or pension payout? Use the 6% Test to help you decide. With markets hitting record highs, is it the right time to invest or wait? History suggests some clues that retirement planning does not favor hesitation. Wes Moss and Christa DiBiase provide crucial context by answering listener questions about 401(k) target date funds, beta vs. volatility, selling a

Money Matters 2-09-25

Feb 10 2025 68 mins  
Examine financial resilience, retirement strategies, and the changing workforce landscape. Step into the discussion about how early retirement from federal jobs may reshape financial planning. What are the psychological barriers to investing at market highs, and how can future retirees navigate lump sum pension rollovers into IRAs? Wes Moss and Christa DiBiase explore all of this,

Money Matters 2-02-25

Feb 03 2025 68 mins  
Major Social Security policy changes, such as the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), may have significant implications for roughly 3 million Americans. Teachers, nurses, firefighters, police officers, and other public-sector workers who previously saw their Social Security benefits slashed may now receive the full benefi

Money Matters 1-26-25

Jan 27 2025 67 mins  
In the first hour of today’s episode of Money Matters, Wes Moss and Christa DiBiase begin by diving into the current state of inflation. They discuss what a tightrope walk it can be to encourage economic growth without too many inflation risks and how the Federal Reserve tries to use rate hikes to find a balance. They explore what the housing market’s ongoing supply issues and

Money Matters 1/12/25

Jan 27 2025 67 mins  
Wes is joined by Christa DiBiase, COO of Clark Howard, Inc., to answer questions from across the country, offering insights on managing high investment fees, planning for retirement without Social Security, and balancing risk in portfolios. Then, Wes dives into the top ten trends that will define 2025 for investors, starting with resilience in the markets and economy, the domina

Money Matters 1/12/25

Jan 12 2025 67 mins  
Wes is joined by Christa DiBiase, COO of Clark Howard, Inc., to answer questions from across the country, offering insights on managing high investment fees, planning for retirement without Social Security, and balancing risk in portfolios. Then, Wes dives into the top ten trends that will define 2025 for investors, starting with resilience in the markets and economy, the domina

Money Matters 1/5/25

Jan 05 2025 66 mins  
Money Matters co-host and producer Jeff Lloyd joins Wes in the studio. Wes instills the top 10 happy retiree lessons he’s learned from his guests while hosting the Retire Sooner podcast.