Join Lou Wieland each week as he profiles communities around metro Atlanta. Looking to move? Lou gives families and businesses the information they need to determine where to locate.
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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 — ...
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The Reawakening of the Stock Market: Shifting Away from Tech Dominance
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In this episode of Money Matters, hosts Wes Moss and Connor Miller discuss the recent broadening out of the stock market, with smaller companies and a wider range of sectors outperforming the previously dominant large tech companies. Wes and Connor also touch on a variety of other topics, such as the ongoing Olympics and the prizes that medalists a…
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10 Lessons Learned From The Retire Sooner Podcast
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Capital Investment Advisors’ Wealth Analyst Jeff Lloyd joins Wes in the studio. Wes instills the top 10 happy retiree lessons he’s learned from his guests while hosting the Retire Sooner podcast.Av Wes Moss
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401(k) Investor Profiles, Bias, Rebalancing, The Russell 2000 Index, and a Taco Bell Retirement Community
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Wes is joined today by Jeff Lloyd, Wealth Management Analyst for Capital Investment Advisors, for a special show on the road in Michigan! They discuss reversion to the mean and then cover the four main types of 401(k) investor allocation “profiles.” Wes then examines confirmation and recency bias and how rebalancing might provide a change. Then, th…
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Summer Travel, Disney, Apples, Inflation, Disinflation, and Participation vs. Perfection
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Capital Investment Advisors Wealth Management Analyst Jeff Lloyd joins Wes on today’s show to wade through the financial issues affecting people in today’s environment. First, they zoom in on the summer’s booming travel industry, including eye-opening Disney statistics. Then they take a bite of some tasty apple data, pour over today’s inflation num…
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7/9/27 -- A 6% Withdrawal Rate: Crazy or Possible? / How To Stay Young As We Age with Doctor Dawn Carr
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In today’s episode, Wes delves into the financial aspects of retirement, focusing on the 4% rule formulated by William Bengen. This rule suggests that retirees who withdraw 4% of their portfolio in the first year and adjust for inflation annually can have a sustainable retirement, provided their portfolio has a 50-75% stock allocation. Wes explores…
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Financial Freedom for Expats / You May Be Able To Retire One (Or Five) Years Sooner
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In the first half of this episode of Money Matters, host Wes Moss is joined by Edd and Cynthia Staton. Their retirement plans were disrupted by the 2008 Financial Crisis, leading them to create a Plan B. In 2010, they moved to Cuenca, Ecuador, where they enjoy a comfortable and affordable lifestyle. Their experience reflects a broader trend: the nu…
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Capital Investment Advisors’ Chief Investment Officer Connor Miller joins Wes in the studio for today’s episode. They delve into the latest information on the Tesla rental car situation. They contrast the state of the economy with public sentiment. They also share a strategy that often helps combat inflation. They cite the Copenhagen City Heart Stu…
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Hotlanta, Consumer Prices, Waffle House, And Dividends As Cash For Retirement
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CIA’s Wealth Management Analyst, Jeff Lloyd, joins Wes for today’s installment. They discuss Atlanta’s hot temperatures, Father’s Day, and Taylor Swift’s economic impact. Then, they confer about the most recent consumer prices and analyze what’s gone up or down. They talk about tipping protocol, then Chick-fil-A, and transition into examining Waffl…
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Tesla, Misery Index, NBA Salaries, And Market History vs. Elections
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On today’s episode of Money Matters, Connor Miller, CIA’s Chief Investment Officer, joins Wes in the studio. They start by exploring the fire sale on Teslas. Next, they explain “The Misery Index” and how it can sometimes influence economic vibes more than the actual economic reality does. Then, they focus on a possible change in NBA salaries and hi…
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T+1 Settlement, Q1 Earnings, Retirement Tips, Scams, Loneliness, and Happiness.
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On today’s show, Jeff Lloyd, Wealth Management Analyst for Capital Investment Advisors, joins Wes. They briefly discuss the kids being out of school for the summer and Jeff’s celebrity-filled golf outing before shifting to the new T+1 settlement, which says stock trades will settle in one business day rather than two. Then, they analyze core pursui…
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Nvidia, Fed Minutes, Birth Rates, and Florida Housekeepers
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Capital Investment Advisor’s Wealth Management Analyst Jeff Lloyd joins Wes to discuss Nvidia, examine Fed inflation minutes, analyze a worrisome decline in birth rates, and marvel at the annual salaries of some Florida housekeepers.Av Wes Moss
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CPI Report, Best Summer Travel Destinations, And One Small Shift Could Make A $2 Million Difference
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CIA’s Wealth Management Analyst Jeff Lloyd joins Wes to dissect the latest financial news and demystify retirement finances. They open with inflation numbers from the recent CPI report, then celebrate the Atlanta Metro area’s rise to #1 on Wallet Hub’s 2024 Best Summer Travel Destination list. They quickly mention the Northern Lights before probing…
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Warren Buffett, Online vs. Brick-And-Mortar, Chick-fil-A, and Collegial Family Principles
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Jeff Lloyd, CIA’s Wealth Manager Analyst, is back in the studio with Wes to keep everyone financially informed and empowered on this special Mother’s Day episode. After a market update, they discuss Q1 earnings and the notion of a Fed pause. Then, they cover some great Warren Buffett quotes and examine Berkshire Hathaway’s annual meeting before shi…
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Jerome Powell’s Words, Dave & Buster’s Vibes, And Window Shopping For Retirement Withdrawal Rates
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Wes is joined by Capital Investment Advisors Chief Investment Officer Connor Miller on today’s show. They digest the week's news before jumping into Jerome Powell’s recent economic comments regarding interest rates, inflation, and stagflation. Next, Wes recalls a recent Dave and Busters adventure with his son to explore betting on “anything” and wh…
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Please Won’t You Be My Financially Prohibitive Neighbor?
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Jeff Lloyd, Capital Investment Advisors Wealth Management Analyst, joins Wes to assess last week’s concept of the “Parental Federal Reserve” and why PCE (Personal Consumption Expenditures) is a fly in the soup. Next, they focus on financial discipline, zoom in on American productivity, and explain why scary headlines sometimes overshadow positive t…
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Spinach In The Candy Bowl, Jerome Powell On A Wheaties Box, And The Fed’s Interest Rate Delay
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Wes welcomes Capital Investment Advisors’ Wealth Management Analyst, Jeff Lloyd, to the studio. They talk about cotton candy inflation and the market’s obsession with the Fed, comparing it to kids preferring candy when their parents insist on vegetables. They evaluate when the Fed might end up cutting interest rates, marvel at Johnson & Johnson rai…
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The Masters, Inflation, Tax Day, Markets Broadening, Baby Boomers, and Magic Retirement Numbers
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Wes invites Connor Miller, Capital Investment Advisors' Chief Investment Officer, into the studio to rave about the lack of inflation at the Masters Golf Tournament's concession stands and lament the stickiness of overall inflation in the economy. Then, they examine the looming tax deadline, market-broadening behavior, Baby Boomers, and California'…
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Caitlin Clark, Taxing Gen Zers Pay, Nest Eggs, Baby Boomers, Ray Dalio, and Max’ing Out Retirement Without Running Out
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Wes welcomes Capital Investment Advisors’ Wealth Management Analyst, Jeff Lloyd, to the show. They compare notes about NCAA basketball, especially Iowa’s Caitlin Clark, then segue into an article about Gen Zers needing a therapist to deal with the stress of filing taxes. Wes breaks down changes in the formerly surging Magnificent Seven set of stock…
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Bananas, McDonald’s, Krispy Kreme, and Broadening the Rally
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Wes is joined by Capital Investment Advisors Chief Investment Officer Connor Miller. They discuss Applebee’s date night pass and the rising cost of eating out, Krispy Kreme teaming up with McDonald’s, and which budget areas Americans are choosing to tighten because of inflation. Then they elaborate on the S&P 500 having its finest first quarter in …
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Farm-aceuticals And How Food Impacts Health with Dr. William Li
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Medicines help to treat illness within the body, but what if we replaced filling a prescription with filling our bags at the farmer’s market with foods that can heal our bodies from the inside out? Dr. William Li, world-renowned physician, scientist, TED speaker, and author of “Eat To Beat Disease," joins this episode to share just how much food ca…
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Inflation, COVID Lessons, Microsoft, And Economic Cognitive Dissonance
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Wes is joined by Connor Miller, the Chief Investment Officer for Capital Investment Advisors, on today’s episode of the Money Matters podcast. They cover the latest inflation news, carefully reflect on lessons learned from the challenging COVID era, and analyze the fascinating origin story of Bill Gates and Microsoft. Finally, they examine why so m…
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How To Maximize Social Security And Medicare With Mary Beth Franklin
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Wes welcomes back Social Security virtuoso Mary Beth Franklin to help retirees maximize this crucial income stream despite the overwhelming rules and regulations. Then, they analyze the differences between different Medicare plans and discuss which ones might suit which people. Mary Beth offers the most up-to-date information and context and keeps …
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Does Warren Buffett Think The Market Is Overvalued?
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On today’s episode, Wes is joined in the studio by Connor Miller, Chief Investment Officer for Capital Investment Advisors. They analyze Warren Buffett’s annual letter to shareholders and what Berkshire Hathaway’s abundant cash reserves might signify about market confidence. They also discuss housing prices, the confusion about Wendy’s new pricing …
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Walmart, Capital One, Nvidia, Dow Jones, Airline Thought Experiment, The FED, and The Psychology of Money
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On today’s episode, Wes is joined by Jeff Lloyd, Wealth Management Analyst for Capital Investment Advisors. They tackle the news about Walmart’s earnings announcements, Capital One agreeing to buy Discover Financial, Nvidia as a juggernaut, a rare change in the Dow Jones, and a thought experiment about airline monopolies. They then analyze the FED …
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Future Interest Rates In A Larry David Economy, NVIDIA, Behavioral Finance, and SWAN
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Capital Investment Advisors’ Wealth Analyst Jeff Lloyd joins Wes in the studio on today's podcast. They lament the end of football but get straight into financial news. They explain the dynamic of a “Larry David Economy” and discuss what it could mean for the Fed’s future interest rate decisions. They analyze energy behemoth NVIDIA, delve into conc…
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Big Game Economics, Dividend History
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Wes Moss and Capital Investment Advisors' Chief Investment Officer Connor Miller kick off the show by discussing the economics of the Super Bowl on and off the field and the Taylor Swift effect. You’ll hear about the preeminent technology company that recently announced it would pay out $5-billion in dividends. Wes and Connor compare the history of…
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Inflation Numbers, Elon Musk, Stock Splits, Market History, Housing News, and Retirement Planning Your Dividend and Long-Term Capital Gain Tax Rates
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Wes Moss and Jeff Lloyd update folks about inflation numbers and interest rates, comment on Elon Musk’s tendency to make headlines, and lay out the case for Walmart announcing a good old-fashioned stock split. They refresh listeners on the evergreen concept of market perfection vs. participation, analyze some welcome housing news, and examine how r…
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Patience and Excitement in the NFL, Solo Vacations, Dividends, and Bull Markets
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Wes is joined in the studio by Jeff Lloyd, Wealth Analyst for Capital Investment Advisors. They discuss the economics surrounding NFL playoff excitement, with a quick nod to Taylor Swift and the Kelce brothers. They praise the patience of the Detroit Lions waiting thirty-two years for a conference championship game, and examine if patience might he…
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Seesaw Market Reactions, Soft Landing Hopes, and Nick Saban’s Happy Retiree Potential
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Wes is joined by Capital Investment Advisors' Chief Investment Officer Connor Miller to break down the “wait and see” mentality investors and Wall Street professionals seem to have about the seesaw start to the year, with all three major indices moving up and down. They look at certain areas of the market and examine how decelerating inflation and …
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Tiger Woods, Nick Saban, Bitcoin ETFs, and a Half-Billion-Dollar Pizza
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On today’s episode of the Money Matters podcast, Capital Investment Advisor Wealth Analyst Jeff Lloyd joins Wes to delve into the eye-opening headlines about Tiger Woods leaving Nike and the SEC approving Bitcoin ETFs. They share relief and optimism about the latest CPI inflation numbers. They pose the question of what a billion-dollar pizza looks …
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2024 Outlook: A Whole New World
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In today’s episode of the Money Matters podcast, Wes is joined by Capital Investment Advisors Co-Chief Investment Officer Connor Miller. They discuss the possibility of 2024 ushering in “A Whole New World” for markets, investors, and retirees. 2023 saw the most significant inflationary surge since the 1970s, which helped trigger the highest short-t…
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Alan Hallman, Mayor, City of Hapeville
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Alan Hallman, Mayor, City of Hapeville by Lou WeilandAv Lou Weiland
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Sam Bass, Vice President of Sales and Marketing, Century Communities
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Sam Bass, Vice President of Sales and Marketing, Century Communities by Lou WeilandAv Lou Weiland
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Steve Stroud, Executive Director, Economic and Business Development, Roswell Inc
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Av Lou Weiland
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Matthew A. Thomas, Economic Development Manager, City of Alpharetta
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Kali Kirkham Boatright, President & CEO, Greater North Fulton Chamber of Commerce
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Mike Boyce, Chairman, Cobb County Board of Commissioners
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Av Lou Weiland
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Jeremy Crawford, President and Chief Executive Officer at FMLS, February News and Updates
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Av Lou Weiland
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