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.
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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 — 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.
Decoding Markets and Retirement: Tax Updates, Portfolio Moves, and Financial Insights
Money Matters With Wes Moss
35 minutes
1 month ago
Decoding Markets and Retirement: Tax Updates, Portfolio Moves, and Financial Insights
Wall Street may love its complex jargon, but Wes Moss and Jeff Lloyd try to simplify financial planning with insights designed to help listeners make informed decisions. This episode of the Money Matters Podcast reviews market trends, retirement planning, and tax considerations within the context of long-term wealth management.
• Examine how the three-year bull market has affected the S&P 500’s market capitalization and consider historical market trends.
• Review 2026 tax brackets and expanded income thresholds to understand potential implications for tax planning and retirement planning.
• Compare performance of dividend stocks, bonds, and gold over the past three years to provide context for portfolio management.
• Observe wealth concentration among top earners and its effect on average investment outcomes.
• Consider historical bull market durations and average returns to provide perspective for financial planning.
• Identify patterns in all-time highs as part of broader stock market momentum analysis.
• Analyze current valuations of mega-cap tech and AI-driven companies within the context of long-term market trends.
• Explore price-to-earnings ratios across small, midsize, and large S&P 500 firms for insight into portfolio diversification.
• Monitor labor market slowdowns, cooling home prices, and Federal Reserve actions as factors influencing economic conditions.
• Verify AI-generated financial information to support accurate research and planning.
• Track inflation adjustments and updates to tax and capital gains brackets that may affect retirement planning and tax planning.
• Assess periodic portfolio rebalancing as one approach to align with risk tolerance and retirement objectives.
• Understand the value of a tailored financial plan to support long-term financial well-being.
• Examine strategies for addressing common retirement concerns, including market variability, withdrawal considerations, and legacy planning.
• Review upcoming consumer stimulus and potential effects of macroeconomic events, including the World Cup and monetary policy updates, on financial planning decisions.
Stay informed on retirement planning, portfolio management, and market trends—listen to this episode of the Money Matters Podcast. Subscribe to Wes Moss and Jeff Lloyd for ongoing financial insights designed to help you make informed decisions with perspective and clarity.
Money Matters With Wes Moss
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.
