Money Matters With Wes Moss

Money Matters With Wes Moss

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.

Episodes

Boost Your Retirement Strategy: What The One Big Beautiful Bill Might Mean For Your Money

July 15, 2025 • 32 mins
Transform your financial future with Wes Moss and Jeff Lloyd in this action-focused episode of the Money Matters Podcast. Break down the newly passed "One Big Beautiful Bill" and explore its potentially wide-ranging impact on taxes, retirement planning, and long-term financial flexibility. • Examine what OBBB means for future tax rates. • Take advantage of higher SALT deduction limits, potentially reducing your tax burden. • Uti...
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Rethink Retirement: Efficient Moves for Taxes, Timing, and Portfolio Shifts

July 8, 2025 • 39 mins
On today’s episode of the Money Matters Podcast, Wes Moss and Christa DiBiase unlock powerful retirement and investment moves that could help shape your financial future. Today, they: • Explore how a couple with $5M in assets can consider early retirement while balancing tuition payments and uncertain markets. • Calculate the power of the 4% rule and see how $5M can potentially yield $200,000 annually in sustainable withdrawal...
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The Data-Driven Path to Happiness, Wealth, and Retirement

July 1, 2025 • 35 mins
What if the most strategic life and retirement decisions aren’t based on instinct—but on data? In this fascinating episode of the Money Matters Podcast, Wes Moss is joined by Seth Stephens-Davidowitz—acclaimed author, economist, and data scientist—to explore what big data reveals about our hidden motivations, happiness triggers, and real-world success stories. 🎧 Tune in to discover: • The Truth Behind Google Searches: What anony...
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Money, Happiness, and Retirement: Strategies to Help You Worry Less and Sleep Better at Night

June 24, 2025 • 34 mins
Dive into this episode for practical insights, updated research, and actionable retirement anecdotes. 🚀 Wes Moss and Connor Miller cut out the financial jargon and help you jumpstart your strategy. Discover: • Groundbreaking new findings from the Money and Happiness in America study—including how much liquid savings may land you in the “green zone” of retirement happiness. • The evolving benchmarks for financial comfort and...
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From Will Ferrell to Wall Street: What 2025’s Wild Financial Headlines Could Mean for Your Money

June 17, 2025 • 36 mins
Wondering what today’s financial headlines mean for your retirement plan? Wes Moss and Connor Miller break down the biggest economic stories, without the jargon, to help you chart a course on your quest to retire happier and sooner. In this episode: • Wes runs into Will Ferrell at the driving range—and shows why keeping your cool can matter in life and investing. • Trump reportedly slams Fed Chair Powell as a “numbskull”—what th...
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Inflation Cools While Chicken Sizzles: What It Could Mean For Your Financial Future

June 10, 2025 • 34 mins
Cut through market fear, witness inspiring stories, and tackle the challenging housing market with optimism and insight. Gain the clarity you need to seek financial freedom and retirement happiness. Wes and Jeff explore the week’s essential themes, including: • The S&P 500, dividend stocks, and bonds posting gains that were higher than many had feared. After a sharp drop in April, markets rebounded strongly, marking the best May i...
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From Tariffs to Takeout: Unpack the First Half of 2025

June 3, 2025 • 36 mins
Wes and Jeff dive into the major economic events shaping the first half of the year. They offer insights on everything from labor markets and inflation to the rise of AI and takeout culture, then break down complex financial news into actionable analysis to help plan for a happier retirement. Highlights include: • Focusing on financial education by cutting through jargon and empowering listeners to make effective retirement and in...
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U.S. Debt Downgrade, Tax Bills, Global Productivity, and A Happy Retiree Summer Challenge For Kids

May 27, 2025 • 36 mins
Wes and Connor deliver timely insights on U.S. debt, tax reform, interest rates, and practical strategies for family life and financial planning. From economic breakdowns to a creative summer challenge for kids, this episode blends national headlines with personal empowerment, including: • Honor and Reflect: As Memorial Day passes, remember the brave service members who gave their lives for our country • Assess the Moody’s Downgr...
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Why Staying Invested Often Wins: Lessons from a Rapid Market Rebound

May 20, 2025 • 35 mins
Wes Moss and Conner Miller provide historical context and perspective on the latest financial news, including: • The markets staged a dramatic V-shaped recovery following tariff fears. Investors, take note: Volatility can reverse quickly. Once you’ve chosen a solid strategy, it’s often more productive to stay the course rather than letting fear drive decisions. • The S&P 500 dropped nearly 20% in April but rebounded in just six w...
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From Buffett’s Big Exit to the High School Job Boom: Money Moves That Matter Now

May 13, 2025 • 36 mins
Jeff Lloyd joins Wes to tackle the week’s critical issues, such as: • Celebrate Mother’s Day with purpose! From heartfelt shout-outs to family meal plans, honoring Mom is always a worthwhile investment. • Tariffs hit home—literally! Wes’s son tackled the “Guac Tax” in a school project on avocado tariffs. Learn how trade policies might hit your wallet. • Warren Buffett steps down—but his wisdom endures. Find out to whom he pass...
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Passion, Planning, and Portfolio Power: Lessons from Microsoft, Market Trends, and the Mappiness Project

May 6, 2025 • 36 mins
Jeff Lloyd joins Wes to explore the latest news, compelling financial insights, and human psychology: • Consider the Mappiness Project—What truly brings you joy? Are you building a life that includes high-ranking endeavors? • Rediscover Your Core Pursuits—Jeff recounts his lifelong love for Pearl Jam concerts and music tourism, including a trip with Wes to see Chris Stapleton. What passions keep you energized? • Review 2025 Mark...
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Are We Having Fun Yet? Market Volatility, Trade Wars, the VIX, Bond Risks, And Real-Life Happy Retirees With The Power Of Purpose

April 29, 2025 • 36 mins
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...
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Easter Eggflation, Market Benchmarks, Tariffs, And The Fed: Zoom Out On Portfolio Performance And Investor Sentiment

April 22, 2025 • 34 mins
Analyze how inflation may prevent nearly half of Americans from dying Easter eggs and why consumer sentiment may be out of alignment with the reality on the ground. Discover how the most popular benchmark for measuring market performance may not be the most efficient one. Zoom out to examine historical trends and gain perspective on where your portfolio stands despite the current tariff uncertainty. Gather the latest on Fed Chair J...
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Investing Through Market And Masters Swings: VIX, Tariffs & How to Protect Your Portfolio

April 15, 2025 • 35 mins
Witness market volatility and the economic seesaw! Navigate the complexities of trade negotiations and their widespread impact. Untangle the inverse relationship between bond prices and interest rates. See how tariffs can affect prices and fuel uncertainty. Harness the power of balance and diversification to help fortify your investments. Decipher the VIX (fear index) and its historical implications for market returns. Contemplate...
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Market Turbulence: How Tariffs, Bonds, and Diversification Can Potentially Protect Your Financial Future

April 8, 2025 • 35 mins
Navigate the market's recent swings, sparked by major tariff announcements and a significant stock sell-off. Examine the impact of balanced portfolios, learn why bonds are back in action, and explore how diversification might help you minimize losses during turbulent times. Tariffs may create higher prices for consumers and small businesses, but could the new revenue pave the way for substantial tax cuts for both corporations and ...
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Master Market Trends, Maximize Wealth, and Take Control of Your Financial Future

April 1, 2025 • 34 mins
Dive into an eye-opening discussion about confidently navigating the financial landscape. Unpack the latest market trends, tackle productive investment strategies, and uncover a potential key to building lasting wealth. Get insights on making your money work harder, optimizing your retirement plan, and sidestepping common financial pitfalls. Whether planning your next big financial move or just trying to keep up with economic shift...
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Tariffs, Tumult, and Triumph: How to Stay Ahead in a Volatile Market

March 25, 2025 • 35 mins
Turbulence in the markets? Tariffs in the headlines? Don’t let uncertainty derail your financial future. Dive into a data-driven look at market corrections, the Fed’s stance on interest rates, and the incredible force of the American consumer. Discover why history has favored long-term investors, how the army of American productivity often powers through volatility, and why staying the course is potentially the key to financial suc...
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Market Volatility Unmasked: Strategies to Help Protect Wealth and Seize Opportunities

March 18, 2025 • 35 mins
Navigate market uncertainty with confidence. Break down the latest correction, why investors may be shifting assets, and whether history suggests recovery or deeper trouble. Uncover the real impact of inflation, tariffs, and economic policy shifts while understanding why the current administration seems to be skipping short-term stimulus for long-term structural change. Analyze how bear markets develop, how often they recover, and ...
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Live-In Flips & FIRE: How to Build Wealth, Avoid Taxes, and Retire Sooner With Bigger Pockets’ Mindy Jensen

March 11, 2025 • 36 mins
Can smart real estate investing and the FIRE movement transform your financial future? Uncover the powerful "live-in flip" strategy that sometimes allows homeowners to renovate, sell, and pocket massive tax-free profits—all while living in the home. Learn how to leverage tax laws legally, navigate real estate markets, and maximize returns without overpaying Uncle Sam. Plus, explore the path to financial independence, the secrets so...
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Retirement Readiness: Roth IRAs, the 4% Rule, and Practical Investment Strategies

March 4, 2025 • 36 mins
Discover how to maximize your Roth IRA, balance pension income, and use the 4% rule of thumb to determine if you’re truly ready to retire. Learn why asset allocation is critical, when to consider shifting from stocks to bonds, and whether cash can possibly replace bonds in a portfolio. Tackle real-world scenarios like handling inherited trusts, making tax-efficient withdrawals, and building a financial team to navigate a major wind...
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