<p>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 stocks, examines a Northwest Mutual study about nest eggs, studies Redfin stats about aging Baby Boomers keeping their homes, discusses how to max out retirement savings without running out, and disagrees with a dire warning from Bridgewater founder Ray Dalio.</p>

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 stocks, examines a Northwest Mutual study about nest eggs, studies Redfin stats about aging Baby Boomers keeping their homes, discusses how to max out retirement savings without running out, and disagrees with a dire warning from Bridgewater founder Ray Dalio.

Caitlin Clark, Taxing Gen Zers Pay, Nest Eggs, Baby Boomers, Ray Dalio, and Max’ing Out Retirement Without Running Out

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.

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Caitlin Clark, Taxing Gen Zers Pay, Nest Eggs, Baby Boomers, Ray Dalio, and Max’ing Out Retirement Without Running Out

Caitlin Clark, Taxing Gen Zers Pay, Nest Eggs, Baby Boomers, Ray Dalio, and Max’ing Out Retirement Without Running Out

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