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Artwork for Money Matters With Wes Moss

Money Matters With Wes Moss

Wes Moss
S&P 500
Inflation
Housing Market
Federal Reserve
Presidential Elections
Investment Strategies
Stocks
Private Equity
Financial Planning
Dow
Happy Retirement Planner
Diversification
Bonds
401(k)
Retail Sales
Retirement Planning
Labor Market
Halloween Spending
Stem Cell Research
Healthcare

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-selli... more

PublishesWeeklyEpisodes102Founded2 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Money Matters With Wes Moss

Latest Episodes

In this episode of the Money Matters Podcast, Wes Moss and Connor Miller offer an educational discussion on current financial market headlines, retirement planning considerations, and developments in artificial intelligence.

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Year-End Money Moves, Market Shifts, and Tax Changes: What’s Shaping Retirement Conversations

Description:

Get ready for a clear, well-structured look at today’s widely searched financial and retirement topics. In this episode of the Money Matters ... more

Ready to stay informed about today’s highly searched retirement topics and financial planning questions? The latest Money Matters Podcast with Wes Moss and Christa DiBiase brings together real-world case studies, retirement strategies, and economic c... more

Ready to explore** the financial topics shaping today's retirement conversations? Wes Moss and Jeff Lloyd provide grounded discussion and practical context around widely searched themes in retirement planning, economic trends, and market behavior.** more

Key Facts

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Number of Listeners
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Host

Wes Moss
Host of a financial advisory show, certified financial planner with extensive experience in demystifying retirement finances and delivering clear, actionable advice.

Reviews

4.6 out of 5 stars from 21 ratings
  • Great content but

    Drop Mallory. She sounds stupid and fake

    Apple Podcasts
    4
    not happy psss off
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the practical and actionable financial advice provided by the host.
There are concerns raised about some co-hosts in terms of credibility, indicating a desire for professional and trustworthy insights.
Overall, the engaging discussions and relatable anecdotes make complex financial topics accessible to a wider audience.

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Talking Points

Recent interactions between the hosts and their guests.

Backdoor Roths, Target Date Funds, and Real-Life Decisions: Money Matters Breaks It Down
Q: If I have a fixed income of $79,000 a year, how does that relate to my $500,000 in savings regarding retirement?
You can think of your income source as part of your retirement funding, as it provides the necessary cash flow alongside your savings.
Backdoor Roths, Target Date Funds, and Real-Life Decisions: Money Matters Breaks It Down
Q: How often should we have our financial plan updated with the advisor to ensure we can spend more if needed?
I recommend updating your plan at least once a year, especially if your portfolio is doing well and you want to make adjustments.
Backdoor Roths, Target Date Funds, and Real-Life Decisions: Money Matters Breaks It Down
Q: Are backdoor Roth IRA contributions going away due to the tax bill passed this summer?
No, the backdoor conversion is not going away due to the recent tax bill.
Backdoor Roths, Target Date Funds, and Real-Life Decisions: Money Matters Breaks It Down
Q: Should I move a portion into bonds when I get ready to make withdrawals from my 401k retirement money that is in a 2020 target date retirement fund?
No, because you cannot choose the exact source from which money is withdrawn in a target date fund. Withdrawals will come proportionally from all assets.
How 401(k)s, Private Equity, and AI May Reshape Retirement Planning
Q: What are the implications of the potential changes to what we can invest in our 401Ks?
Wes Moss explains that private equity could become a new investment option within 401(k) plans, potentially allowing more Americans to participate in investments that were previously limited to high net worth individuals.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Age Range
Household Income
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Frequently Asked Questions About Money Matters With Wes Moss

What is Money Matters With Wes Moss about and what kind of topics does it cover?

The podcast presents a wide array of discussions centered on financial planning, retirement strategies, and investment insights, particularly targeting individuals preparing for retirement or seeking to improve their financial literacy. Episodes frequently explore timely financial news and dissect complex topics ranging from economic trends and market fluctuations to specific investment strategies like 401(k) plans and private equity opportunities. Hosts Wes Moss and his co-hosts bring a practical, jargon-free approach to financial discussions, aiming to empower listeners with actionable advice and relatable anecdotes, thereby enhancing their financial decision-making skills. Notably, the podcast's commitment to demystifying retirement fina... more

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Which podcasts are similar to Money Matters With Wes Moss?

These podcasts share a similar audience with Money Matters With Wes Moss:

1. Retire Sooner with Wes Moss
2. The Clark Howard Podcast
3. Talking Real Money - Investing Talk
4. Retirement Answer Man
5. Stay Wealthy Retirement Podcast

How many episodes of Money Matters With Wes Moss are there?

Money Matters With Wes Moss launched 2 years ago and published 102 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Money Matters With Wes Moss?

Recent guests on Money Matters With Wes Moss include:

1. Jen Franks
2. Seth Stephens-Davidowitz
3. Jeff Lloyd
4. Mary Beth Franklin
5. Edd Staton
6. Cynthia Staton

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