Wes Moss

Wes Moss is the host of MONEY MATTERS – the country’s longest running live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB.  Wes is the Chief Investment Strategist at Capital Investment Advisors (CIA). CIA currently manages more than a billion dollars in client assets, making it one of Georgia’s largest Fee-Only investment firms, according to the Atlanta Business Chronicle. Wes is also a partner at Wela, a digital advisory service based in Atlanta that offers free financial management tools and the ability for clients to work online with a financial planner.  In 2017 Wes was named one of America’s top 100 independent wealth advisors by Barron’s Magazine. In 2014, 2015, 2016 and 2017, Barron’s Magazine named Wes as 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. In 2014, he was named as one of the top 40 investment advisors (under 40) in the country by Investment News in their inaugural list.  In addition, Wes is a regular contributor to the Atlanta Journal Constitution, and for a number of years wrote for AJC.com, the website of The Atlanta Journal Constitution. He is also the editor and writer for About.com’s Financial Planning blog and a regular contributor to Clark Howard’s site, Clark.com. In 2014, Wes was the host of Atlanta Tech Edge, a weekly TV show on Atlanta’s NBC affiliate WXIA, covering the fascinating business of technology within the state of Georgia. He is also the financial consultant for Spike TV’s show, Life Or Debt.  Wes holds a degree in economics from the University of North Carolina, Chapel Hill. He lives in Atlanta with his wife and four sons and loves spending time with his family, coaching lacrosse, and playing golf and tennis.  Wes has written several books including Starting from Scratch (Kaplan) and Make More, Worry Less (FT Press). His latest book, You Can Retire Sooner Than You Think – The 5 Money Secrets of the Happiest Retirees (McGraw Hill 2014), has been a bestseller in the retirement planning category. This book’s unique message and research struck a chord with readers and the financial community since its release in May of 2014. Wes has also served as a financial expert for both local and national media including CNN, CNBC and Fox Business Network. He has been interviewed by USA Today, Forbes, Time, the Wall Street Journal, and Yahoo Finance.

Latest from Wes Moss

Wes Moss: Why your one-page financial plan is a good start
 Retirement is often portrayed as a life passage — a quick switch from one lifestyle to a very different way of living. While that’s still the case for many people, more Americans are finding retirement to be more of a transition than an overnight change. For a variety of reasons, it’s less likely that you will attend your...

Posted: a minute ago

Retirement is often portrayed as a life passage — a quick switch from one lifestyle to a very different way of living. While that’s still the case for many people, more Americans are finding retirement to be more of a transition than an overnight change. For a variety of reasons, it’s less likely that you will attend your...
Wes Moss: Use this checklist to learn if you can retire in 2018
 Hard to believe, but we’re heading around the corner from 2017 into 2018. As the new year approaches, you’re likely considering new financial goals, like a revised budget, a better investment strategy, or even the big R – retirement. If checking out of your career and into the post-work portion of life is on your New Year&rsquo...

Posted: 13 days ago

Hard to believe, but we’re heading around the corner from 2017 into 2018. As the new year approaches, you’re likely considering new financial goals, like a revised budget, a better investment strategy, or even the big R – retirement. If checking out of your career and into the post-work portion of life is on your New Year&rsquo...
Wes Moss: Why $500,000 is a key figure in retirement planning
 Fear mongering surrounds the topic of retirement. To hear many “experts” tell it, a solid, happy retirement is almost, if not completely, out of reach. Suze Orman recently said that everyone (everyone) should work until they’re at least 70 years old. Legg Mason released a study stating that if you don’t have at...

Posted: 28 days ago

Fear mongering surrounds the topic of retirement. To hear many “experts” tell it, a solid, happy retirement is almost, if not completely, out of reach. Suze Orman recently said that everyone (everyone) should work until they’re at least 70 years old. Legg Mason released a study stating that if you don’t have at...
Wes Moss: Suze Orman wants you to work until 70; why she is wrong
 Suze Orman has built an amazing career offering strategies for how to achieve financial freedom and success. Her advice has typically been sensible, prudent and rooted in common sense. Until now. Allow me to explain. In a recent Money Magazine article, Suze told Americans that everyone should work far beyond typical retirement age &mdash...

11:00 AM Friday, Nov. 03, 2017

Suze Orman has built an amazing career offering strategies for how to achieve financial freedom and success. Her advice has typically been sensible, prudent and rooted in common sense. Until now. Allow me to explain. In a recent Money Magazine article, Suze told Americans that everyone should work far beyond typical retirement age &mdash...
Wes Moss: Why bitcoin is a big deal, and why you should be careful
 Bitcoin. It’s everywhere. Thanks to its skyrocketing value, it’s been a regular topic on the front page of every financial website. One bitcoin is currently worth $5,500, up from $1,000 in December. I hear what you’re thinking. Wow. So, what’s bitcoin? And am I missing out on something? Bitcoin, simply put, is a currency...

9:00 AM Friday, Oct. 20, 2017

Bitcoin. It’s everywhere. Thanks to its skyrocketing value, it’s been a regular topic on the front page of every financial website. One bitcoin is currently worth $5,500, up from $1,000 in December. I hear what you’re thinking. Wow. So, what’s bitcoin? And am I missing out on something? Bitcoin, simply put, is a currency...
Wes Moss: A former FBI agent’s advice on protecting yourself from cyberfraud
 In this day and age, we all have to take cyber security very seriously. And with good reason: Equifax, Yahoo!, Target, and the list continues to grow of major company data breaches. Given the opportunity, the seemingly never-ending parade of techno criminals would take you to the proverbial cleaners. These hackers employ new and nefarious...

4:00 AM Monday, Oct. 09, 2017

In this day and age, we all have to take cyber security very seriously. And with good reason: Equifax, Yahoo!, Target, and the list continues to grow of major company data breaches. Given the opportunity, the seemingly never-ending parade of techno criminals would take you to the proverbial cleaners. These hackers employ new and nefarious...
Wes Moss: Lessons from ‘The Lost Decade of Stocks’
 As the stock market continues to reach new highs, with the Dow soaring well above 20,000, I’ve found myself reflective of other times in recent investment history. Over the years, the high and low tides — and sometimes crashing waves — of our always changing economy have taught me certain financial truths. Let me share what...

9:00 AM Friday, Sep. 22, 2017

As the stock market continues to reach new highs, with the Dow soaring well above 20,000, I’ve found myself reflective of other times in recent investment history. Over the years, the high and low tides — and sometimes crashing waves — of our always changing economy have taught me certain financial truths. Let me share what...
Wes Moss: Why stock market valuations matter
 As the stock market has risen to near record highs in recent months, some investors have been asking whether it’s still a good time to get into stocks. The answer lies in the concept of investor participation vs. investor perfection. History shows that even investors who had bad timing when buying into stocks, but who...

7:30 PM Friday, Sep. 08, 2017

As the stock market has risen to near record highs in recent months, some investors have been asking whether it’s still a good time to get into stocks. The answer lies in the concept of investor participation vs. investor perfection. History shows that even investors who had bad timing when buying into stocks, but who...
Wes Moss: Investment success more about participation than perfection
 Let’s consider a question. I’ll bet you’ve asked yourself this particular question over the past six months or year. As the Dow has climbed through 19,000 and now is hovering close to 22,000, I’m guessing you’ve wondered something like the following: “Should I have more money in the market?” If you...

3:00 PM Friday, Aug. 25, 2017

Let’s consider a question. I’ll bet you’ve asked yourself this particular question over the past six months or year. As the Dow has climbed through 19,000 and now is hovering close to 22,000, I’m guessing you’ve wondered something like the following: “Should I have more money in the market?” If you...
Wes Moss: Do recent stock market highs, real world economy match up?
 Imagine this — you’re on a cross-country road trip. You’ve mapped the 2,800-mile distance between San Francisco and Washington, D.C., charted your course, and now you’re on the open road, cruising along at 60 mph with the wind in your hair. Life is good, right? Now imagine that you’re on the home stretch, with...

6:15 PM Friday, Aug. 11, 2017

Imagine this — you’re on a cross-country road trip. You’ve mapped the 2,800-mile distance between San Francisco and Washington, D.C., charted your course, and now you’re on the open road, cruising along at 60 mph with the wind in your hair. Life is good, right? Now imagine that you’re on the home stretch, with...
Wes Moss: 3 mistakes of unhappy retirees
 What do we talk about when discussing retirement planning? One of the most deep-seated human fears, “Will my money ever run out?” Hence, much of the discussion and debate centers on saving and investing to build a retirement war chest that will fund our post-career years. What is often overlooked, though, in this savings arms...

9:00 AM Thursday, Jul. 27, 2017

What do we talk about when discussing retirement planning? One of the most deep-seated human fears, “Will my money ever run out?” Hence, much of the discussion and debate centers on saving and investing to build a retirement war chest that will fund our post-career years. What is often overlooked, though, in this savings arms...