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.
Should You Take Your Pension in a Lump Sum or Monthly Payments?
Investing & Retirement
April 4th, 2023
Pensions are increasingly rare these days. The reason is simple: Offering pensions requires companies to make an expensive, long-term commitment…
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…
7 ways small business owners can reduce their tax bill
Money & Credit
March 22nd, 2022
It’s been said that small business owners are the only people who will work 80 hours a week so no…
Year-End Taxes: 4 Tax Moves to Help You Save Money
Money & Credit
October 27th, 2020
Tax Day is just around the corner. Not April 15! I’m talking about the really important tax day: December 31.…
When Can You Retire? It Could Be Sooner Than You Think
Money & Credit
December 9th, 2019
Retiring early isn’t something that everyone can do. Sometimes, though, people can retire early but don’t realize they have that…
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 —…
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…
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…
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…
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.…
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…
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…
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.…
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…
Should I Pay Off My Mortgage Early?
Homes & Real Estate
March 22nd, 2017
When people ask me whether or not they should pay off their mortgage, my answer is always, unequivocally YES. There…
8 money hacks for the new year that you can’t afford to do without
Money & Credit
March 22nd, 2017
As the new year begins, you may be thinking about some concrete financial resolutions that you’d like to make for…