Missed the radio show on Sunday? Catch the week’s episode now as a podcast! Search ‘Money Matters with Wes Moss’ on all platforms. 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. https://lnkd.in/eUgF2pXn
Capital Investment Advisors
Financial Services
Atlanta, Georgia 4,249 followers
Helping Families Find Happiness in Retirement | Retirement Planning | Income-Oriented Investment Portfolios
About us
At Capital Investment Advisors (CIA), we strive to help clients reach their financial and retirement goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm based in Atlanta with offices in Florida, Colorado, and Arizona that provide our clients with a full range of financial advice centered on portfolio management. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives. Our firm's mission is to help families find happiness in retirement; this includes the clients we serve, the professionals we partner with, and the employees who come into CIA every day to fulfill this mission. Review our social media rules of engagement at: https://www.yourwealth.com/social-media-rules-of-engagement/
- Website
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http://www.yourwealth.com
External link for Capital Investment Advisors
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Atlanta, Georgia
- Type
- Privately Held
- Founded
- 1996
- Specialties
- Financial Services, Investing, Wealth Management, Financial Planning, Income Investing, Registered Investment Advisors, Certified Financial Planners, and Chartered Financial Analysts
Locations
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Primary
10 Glenlake Pkwy
North Tower, Suite 1000
Atlanta, Georgia 30328, US
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2502 N Rocky Point Dr
Suite 675
Tampa, Florida 33607, US
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116 Inverness Drive East
Suite 204
Englewood, CO 80112, US
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2415 E Camelback Rd
Suite 700
Phoenix, Arizona 85016, US
Employees at Capital Investment Advisors
Updates
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🎧 New episode alert! In the latest episode of the Money Matters podcast, Wes Moss and Jeff Lloyd share valuable insights on how you might be able to retire sooner and happier. Drawing from lessons learned on the Retire Sooner podcast, they discuss the importance of financial planning, second act careers, and the pursuit of happiness in retirement. Key Takeaways: 1. Use the Millionaire Next Door formula to assess your net worth and determine if you're on track for a comfortable retirement. Multiply your age by your annual household income and divide by ten to see if you're an accumulator of wealth. 2. Embrace new experiences and cultivate a sense of community in retirement. Engage in activities that bring you joy, such as travel, gardening, or attending cultural events. Consider the community when relocating for retirement. 3. Happiness in retirement goes beyond financial security. Pursue a sense of belonging, meaning, and purpose through storytelling, learning new skills, and giving back to others. Adopt a beginner's mindset and explore potential passions. To learn more about retiring sooner and happier, check out the Money Matters podcast and the Retire Sooner podcast. Remember to consult with your own financial advisors before making any investment decisions. #RetireSooner #RetireHappier #MoneyMatters #FinancialPlanning #RetirementGoals
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The first episode of the Retire Sooner podcast dropped on April 1st, 2021. By then, Wes Moss had already been hosting Money Matters on WSB radio for more than a decade, but he just couldn’t pass up the opportunity for long-form interviews, thoughts, and analysis from the nation’s best and brightest. So, our team set up our microphones and hit record. Our mission was to help a million people retire at least one year sooner, or at least a little earlier than they ever thought possible. Three years into this massive undertaking felt like the right time for reflection, so we compiled a list of five important lessons we've learned thus far. Emily Esfahani Smith Ken Honda Seth Stephens-Davidowitz Tom Vanderbilt #MitchAlbom #RetireSoonerTeam #RetireSooner #Podcast
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Our clients, the Longs recently celebrated retirement with a 10-day vacation. They beat the heat with a Railroading the Rockies tour that started in Seattle, then ferried to Victoria BC, and Vancouver hopped the Rockie Mountaineer to Kamloops and Jasper, then shuttled to Banff and Calgary before returning to Atlanta. Please note, the Longs have given us permission to share their photos.
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This week we have an enlightening episode of the "Retire Sooner with Wes Moss" podcast featuring Erin Eleuterio! From innovative fitness methods to redefining what’s possible in our later years, this conversation was packed with valuable insights. Erin Eleuterio, a fitness expert dedicated to improving the lives of older adults, shared transformative ideas to help us thrive both physically and socially. Here are three key takeaways you shouldn't miss: Customized Fitness for Seniors: - Erin emphasizes the importance of finding certified professionals trained specifically to work with older adults. Look into resources like the Functional Aging Institute and IDEA Fitness to locate the right help. Movement is More Than Exercise: - Physical activity should be fun and social, not a dreaded task. Erin’s philosophy promotes joy in movement, whether it’s parkour-based fall resiliency or even low flying trapeze for seniors. Health Coaches as Catalysts for Change: - Incorporating physical activity and proper nutrition is crucial as we age. Accredited health coaches and functional integrated nutritionists can guide us towards building sustainable healthy habits. New activities like pickleball and structured functional movement can alleviate chronic concerns and increase both our lifespan and healthspan. There’s no age limit to starting a new physical activity or even a second career in the fitness world! For those looking to stay active, remember: "movement is a deposit in your physiological 401k." Let’s invest wisely for a healthier future! 💪✨ Listen to this episode wherever you listen to your podcasts! #RetireSooner #FitnessForSeniors #HealthyAging #ErinEleuterio #ActiveLiving #Healthspan #PodcastHighlights
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Exciting news! We're thrilled to share the latest episode of "Happiest Retirees with Ryan Doolittle," where we had the pleasure of talking to the insightful Steve Hoffman. 🎙️ In this episode, Steve dives deep into the nuances of building both financial wealth and meaningful relationships, offering a fresh perspective on retirement and personal fulfillment. Here are three key takeaways: 🔑 The Power of Compounding Interest: - Not just in finance, but in relationships. Steve emphasizes that investing time and effort into building strong ties with family and friends can compound over the years, leading to richer, more fulfilling lives. 🗝️ Beyond Financial Wealth: - Steve critiques the singular focus on accumulating wealth, highlighting the negative impacts it can have on relationships. He shares valuable advice on finding balance and prioritizing what truly matters. 🧘 Self-Acceptance & Personal Growth: - Through his journey and writing, Steve discusses the importance of self-acceptance and dealing with personal identity issues before retiring. He believes retirement should not be an escape but an opportunity for continued personal development. Steve also opened up about his fascinating life journey, from Minnesota tax preparer to award-winning food and wine writer, and his dream of splitting time between Minnesota, California, and France. 🍇🍷 🔗 Don't miss this enlightening conversation! Check out the full episode wherever you listen to podcasts! #HappiestRetirees #RetirementPlanning #CompoundingInterest #Relationships #SelfGrowth #Podcast
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10 Retirement Lessons From The World's Leading Professionals Discover the top ten lessons we've learned from hosting the Retire Sooner Podcast! In this installment, we reveal the first five insights, with the rest to follow in our next release. Subscribe for weekly updates from our team, retirement stories, the latest podcast episodes from the Retire Sooner Team, and more.
The 10 Most Important Lessons I’ve Learned From Hosting The Retire Sooner Podcast: Part 1
Capital Investment Advisors on LinkedIn
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Exciting New Episode Alert! 🎙️ Tune in to the latest episode of "Money Matters" as we dive deep into human investor behavior and the forces shaping today's market trends. Wes and Jeff Lloyd dissect the intricacies of recency bias and herd behavior, while offering practical advice on how to maintain a diversified portfolio in these volatile times. This episode also spotlights Michigan’s impressive contributions to the Fortune 500 landscape and unique lifestyle shifts post-COVID. As always, remember that the information shared in the episode is for educational purposes and not investment advice. Make informed decisions by consulting with your financial advisors. Don't miss out on these invaluable insights! 🎧 Listen now on your favorite podcast platform. #MoneyMatters #Investing #Finance #RecencyBias #MarketTrends #Diversification #MichiganEconomy #Russell2000
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This week, Forbes.com contributor Wes Moss tells us why social connections matter in retirement While financial planning is crucial for retirement, don't overlook the power of social connections. Happy retirees have more close friends than their less happy counterparts. According to an American Perspectives Survey (APS), nearly half of Americans today report having three or fewer close friends. This is a sharp decline from 1990, when only 27% of Americans reported the same. 💡 Research for "What The Happiest Retirees Know" by Wes Moss reveals that retirees with 3-4 close friends are significantly happier. More connections lead to greater happiness, with those having five close friends being four times more likely to be happy. 🔗 Bottom Line: Social connections are vital for a fulfilling retirement. Invest in friendships and social activities to enjoy a happier, more connected life. 🌟🌍 👉 Read the full article on Forbes to learn more: https://hubs.ly/Q02Hvc9t0 #RetirementHappiness #SocialConnections #FinancialPlanning #HappyRetirees #Wellbeing #Community #FriendshipGoals
Friends Boost Happiness For Retirees: What You Need To Know
social-www.forbes.com