Wes Moss is the host of Money Matters ' one of the country's longest running live call-in, investment and personal finance radio show ' on WSB radio. He is the Chief Investment Strategist at
Capital Investment Advisors (CIA), and a partner at
Wela, a digital financial advisory service. In 2017, Barron's named Wes Moss one of America's Top 100 Independent Wealth Advisors. From 2014 through 2018, Barron's named Wes 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. And in 2014, he was named as one of the top 40 investment advisors under 40 in the country by
Investment News on their inaugural list. Wes also contributes regularly to the Atlanta Journal Constitution. Wes has written several books including
You Can Retire Sooner Than You Think- The 5 Money Secrets Of The Happiest Retirees, his latest book which has been a best seller in the retirement planning category. Contact him at
[email protected], @WesMoss365, or Facebook.com/wesmossmoneymatters.
How you can visit every national park in retirement
Investing & Retirement
September 4th, 2019
Ned and Nancy had no visions of green golf courses and bridge tournaments when they retired five years ago. Instead,…
Do you know what your income streams will be in retirement?
Investing & Retirement
June 13th, 2019
Entering retirement can spawn feelings you may not have felt since the last day of fifth grade. No more classes!…
The most retirement-friendly states in 2019
Investing & Retirement
April 26th, 2019
One of my favorite economic concepts is that people respond to incentives. If a product you want is on sale,…
As the bull market turns 10, what’s next for stocks?
Money & Credit
March 22nd, 2019
Happy Birthday, Bull! No doubt you’ve heard all the buzz about the current bull market’s 10th anniversary, which makes it…
Marriage, money and happiness: A timeline
Money & Credit
March 8th, 2019
Ah, love and marriage. When you say “I do” to your special someone, you’re embarking on a brand-new life together —…
Make your money work for you with high-quality dividend-paying stocks
Money & Credit
January 24th, 2019
“You work hard for your money. It should work hard for you.” I’ll bet a hundred financial institutions have used…
How to keep calm when the stock market gets chaotic
Money & Credit
November 19th, 2018
Are you still reeling from the recent Wall Street rollercoaster ride? I get it. The Dow has been swinging wildly…
Retirement needs may differ, but the math is the same for everyone
Money & Credit
September 27th, 2018
Everyone’s financial retirement needs are specific to them. Some folks just need or want more money than others. Do you…
Should You Take Your Pension in a Lump Sum or Monthly Payments?
Investing & Retirement
June 30th, 2021
Pensions are increasingly rare these days. The reason is simple: Offering pensions requires companies to make an expensive, long-term commitment…
It’s never too late to be a happy retiree
Money & Credit
August 20th, 2018
Do the latest “You Should Have ___ Millions Saved For Retirement By Now” articles make you wince? You're not alone.…
Saving for retirement: Why you may not need as much as you think
Money & Credit
February 20th, 2019
Which type of retiree would you rather be: striving to keep up with the Joneses or living contently as a…
The 4% Rule: Why it still makes sense for retirement
Budgeting & Saving
May 18th, 2018
The best rules are tried and true guidelines that have served us well over time and circumstance. But even such…
How happy retirees can spend $82,770 a year without having millions in the bank
Money & Credit
March 14th, 2018
Retirement can be a a joyous time. Freedom abounds; you get to choose how you spend your days. For some…
Bottom line: What the tax reform really means for you
Taxes
February 21st, 2018
Despite the near non-stop media gabfest about President Trump's recently enacted tax reforms, you may still be wondering exactly how…
How to roll over a 529 plan, and why it may be a good idea
Budgeting & Saving
February 10th, 2018
When my 10-year-old son was born, his grandmother generously put $1,000 into a Franklin Temple 529 plan for him. A…
Is now a bad time to invest?
Money & Credit
December 4th, 2017
The stock market is on a tear. As the Dow has soared through 20,000 and 22,000 and now past 24,000,…
Should I Pay Off My Mortgage Before I Retire?
Money & Credit
February 20th, 2019
Among the central issues of retirement planning is whether you should pay off your mortgage before you stop working. While…
How much is your time worth?
Life
July 30th, 2018
In today's fast-paced world, time is a precious commodity. That's why outsourcing daily tasks is big business. But is there…
Don’t Make These 7 Common Retirement Mistakes
Investing & Retirement
October 4th, 2022
Financial planning and investing aren't rocket science. It's first and foremost about discipline. You set some goals, determine what needs…
Why Amazon’s purchase of Whole Foods won’t spell the end of the grocery industry
Shopping & Retail
May 1st, 2018
As a financial planner people often approach me at parties and family gatherings to discuss the current hot business story.…
Retire sooner using the ‘Fill The Gap’ strategy
Investing & Retirement
September 28th, 2017
How much money do you need to retire? To hear Wall Street tell it, you need to amass between $1…
The great debate between active and passive investing
Investing & Retirement
September 25th, 2018
“Any philosophy that can fit in a nutshell belongs there.” That bit of wisdom goes double for investment philosophy. For…
6 reasons I own dividend-paying stocks
Investing & Retirement
May 1st, 2017
It's no secret that I'm a big believer in income investing. Folks who know my philosophy know that dividend-paying stocks…
Investing in real estate can be a lot simpler than you think
Money & Credit
April 12th, 2017
Here's a little-known secret about investing in real estate: You don't have to be a Trump-style property mogul to get…
Are bonds a good investment right now?
Money & Credit
March 24th, 2017
Bonds are under fire. This favored investment of old-money matrons and conservative investors is suddenly controversial with many investors reconsidering…
The new investing rule of thumb you should probably be using
Money & Credit
October 1st, 2018
We financial planners love rules of thumb. Honestly, it sometimes seems like everything we learn in years of schooling and…
Where is the U.S. housing market headed in 2017?
Homes & Real Estate
March 22nd, 2017
It's a question of near-universal interest — whether we own a home, want to buy a house or make a…
How rising interest rates will impact investors
Money & Credit
March 22nd, 2017
Interest rates are on the rise. Is that a good thing or bad thing for you as an investor? The…
7 ways small business owners can reduce their tax bill
Money & Credit
March 22nd, 2017
It’s been said that small business owners are the only people who will work 80 hours a week so no…
Year-end giving that also gives YOU a tax write off
Money & Credit
March 22nd, 2017
Hard to believe but ‘tis the season – not to be jolly, but to start thinking about your taxes! Yes,…