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.
From the explosion of ETFs to the rise of AI-powered investing, the financial world is moving fast—and this episode of the Money Matters Podcast helps make sense of it all. Join Wes Moss and Connor Miller for a lively conversation on retirement planning, Roth conversions, modern investing trends, and the growing number of financial tools competing for investors’ attention.
• Explore how ETFs have grown from simple index funds into a massive universe of leveraged, thematic, covered call, and factor-based strategies.
• Examine why ETFs now outnumber publicly traded U.S. stocks while reviewing the risks and tradeoffs tied to leveraged and inverse funds.
• Understand the differences between ETFs and mutual funds alongside the growing influence of artificial intelligence and thematic investing trends.
• Clarify the difference between financial planning and investment management while comparing resources such as CPAs, estate attorneys, fee-only planners, and hourly planning networks.
• Review Roth conversion considerations, tax-planning strategies, and ideas from Wes’s new book, The Retire Sooner Method, on balancing financial preparation with long-term goals and lifestyle priorities.
Listen and subscribe to the Money Matters Podcast for more conversations on investing, retirement planning, tax planning, market trends, and navigating today’s economy with a practical long-term perspective.