EP 115: Secrets of Happy Reitrees with Wes Moss

Wes Moss is the host of Money Matters – one of the nation’s longest running live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB in Atlanta, Georgia. Wes is the Chief Investment Strategist at Capital Investment Advisors (CIA). CIA currently manages more than two billion dollars in client assets. Wes is also a partner at Wela, a digital advisory service that offers free financial management tools and the ability for clients to work online with a financial planner. In 2017, Barron’s named Wes Moss one of America’s Top 100 Independent Wealth Advisors. In the same year, Wes was featured in Barron’s where he offers a look back over his career in addition to offering an overview of the income-oriented investment strategy that he pursues for his clients. 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 is a regular contributor to the Atlanta Journal Constitution. He also regularly contributes to ClarkHoward.com. In 2014, Wes was the host of Atlanta Tech Edge, a weekly TV show on Atlanta’s NBC affiliate WXIA, covering the emerging technology boom in the state of Georgia. He also served as the financial consultant for Spike TV’s show, Life Or Debt. 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 consistent bestseller in the retirement planning category. This book’s unique message and proprietary research struck a chord with readers and the financial community, making it go-to reference material for retirement and a widely referenced source by the media. Wes has extensive media experience, serving as a financial professional for both local and national media including CNBC, CNN and Fox Business Network. He has been interviewed by USA Today, Forbes, Time, the Wall Street Journal, and Yahoo Finance, just to name a few. 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.