Mitch Reiner Cfp Cima
Mitch Reiner is a Co-Founder of Wela Strategies and a Managing Partner at CIA, Wela Strategies sister company.
As a CERTIFIED FINANCIAL PLANNER practitioner, Mitch works with his clients to seek their investing goals and objectives as well as advising them on their comprehensive financial situations including business succession, estate planning and retirement planning. His client base includes clients of all ages and situations comprised mostly of retirees, young executives, and business owners.
Mitch is a proud Georgia Bulldog, graduating from the Terry College of Business at The University of Georgia with a BBA in Finance. He is also a Leonard Leadership Scholar, which is a competitive leadership program in the business school that selects only the top 30 students to collaborate with some of the greatest business minds in the nation.
Mitch, his beautiful wife, Jenny, and their two great children, Micah and Ayla live in the Virginia Highland Neighborhood in Atlanta. You can find them strolling North Highland in search of dinner and ice cream on the weekends. In addition to spending time with his family, Mitch enjoys playing golf, staying in shape, attending Braves and Bulldogs games and grilling on the Green Egg.
What The Happy Retirees Know
Personal finance professional Wes Moss asked more than 2,000 of the nations retirees to find outand the answers may surprise you. Whether youre already retired or just starting to make plans, these transformational habits will help you work toward personal happiness and financial security.
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Money Matters With Wes Moss
Wes Moss, Chief Investment Strategist at Capital Investment Advisors hosts Money Matters, the countrys longest running live call-in, investment and personal finance radio show.
Money Matters 9-4-22
This Labor Day Weekend, Wes celebrates the army of American productivity. Plus, interesting stats about the economy of football, COVID shutdowns that are still in effect in certain parts of the world, and the cost of natural gas. Wes also answers your questions from the 24-hour Retire Sooner Hotline at 1-800-805-6301.
Money Matters 8-28-22
Wes goes back to the 1970s for lessons learned about the high-growth stocks known as the Nifty 50 and how we can apply that knowledge today. Plus, answers to your questions from the 24-hour Retire Sooner Hotline at 1-800-805-6301.
Money Matters 8-21-22
Wes talks about the recently signed Inflation Reduction Act and asks, does it do anything to actually reduce inflation?Plus, Wes answers your questions from the 24-hour Retire Sooner Hotline at 1-800-805-6301.
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What Is A Full
Wes Moss is a keynote speaker and industry expert who speaks on a wide range of topics . The estimated speaking fee range to book Wes Moss for your event is available upon request. Wes Moss generally travels from Atlanta, GA, USA and can be booked for corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Sharon Lechter, Peter Mallouk, Hemant Taneja, Nicolas Cary and Zach Piester. Contact All American Speakers for ratings, reviews, videos and information on scheduling Wes Moss for an upcoming live or virtual event.
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Wes Moss Of Capital Investment Advisors: 5 Things To Look For When Hiring A Financial Planner
The first thing you should look to do is get the fundamentals right. Look for an advisor who works with a major third-party custodian, meaning that a large firm like Schwab, Fidelity, or Vanguard is actually holding your money, and your advisor is simply managing that money. This protects you from potential theft and fraud. In addition to the third-party custodian, you want to make sure your firm has considerable tenure and depth. You want to know that, if something happens to your advisor, your relationship with the firm and your assets are protected.
As part of our series about what one should look for when hiring a financial planner or adviser, I had the pleasure of interviewing Wes Moss.
Wes Moss is a CERTIFIED FINANCIAL PLANNER, managing partner and chief investment strategist at Capital Investment Advisors, an Atlanta-based RIA with $2.8 Billion in assets under management. Additionally, Moss is the host of Money Matters, a weekly call-in financial show on 95.5 WSB Atlantas News and Talk. Moss is also the author of three books, including You Can Retire Sooner Than You Think serves as financial columnist for the Atlanta Journal Constitution acts as editor of WesMoss.com and is a frequent resource for journalists across all mediums print, tv, radio, and online. Barrons has named Moss one of Americas top 1,200 Financial Advisors every year since 2014 and was ranked #53 on the top 100 independent advisors list by Barrons in 2020.
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Wes Moss: 8 Secrets Of Millionaires That Might Surprise You
Wes Moss has been the host of Money Matters on News 95.5 and AM 750 WSB in Atlanta for more than seven years now, and he does a live show from 9-11 a.m. Sundays. He is the chief investment strategist for Atlanta-based Capital Investment Advisors. For more information, go to wesmoss.com.
Dad, how do people become millionaires? Its a question Ive gotten many times from my kids. I typically listen to financial talk radio while Im driving, and millionaire or billionaire verbiage gets thrown around on a daily basis. Naturally, as kids grow up, they begin to learn about money, and their curiosity turns to the relatively abstract subject of what it takes to build wealth.
The late author of The Millionaire Next Door, Thomas Stanley of Atlanta, created an institution around the concept of what it takes to become wealthy. He crafted an image around millionaires that removes the private jets and bottles of Cristal Champagne. He found something that I see firsthand every day: There are multiple paths and seemingly endless formulas to build wealth. Ive seen teachers, janitors, midlevel corporate managers, salespeople, doctors, lawyers, CEOs and small-business owners alike become millionaires, and all without an inheritance.
Their exact path to wealth may look dramatically different from case to case, but here are eight habits that many of them have in common.
1. They set goals.
2. Theyre steady savers and investors.
3. They save their raises.
4. They have job stability.
A Brief Bio Of Wes Moss
Wes Moss was born in 1976 in Pennsylvania. He earned a degree in economics from the University of North Carolina at Chapel Hill. He started his career as a financial advisor for Prudential Securities. Then he moved to UBS Financial Services to serve as Vice President Investments. At this time he also became a certified financial planner . In 2004, Moss was a contestant in season 2 of The Apprentice.
In 2009, Moss joined forces with Capital Investment Advisors . He now serves as chief investment strategist at CIA. CIA manages more than $1 billion in client assets. Moss is also a partner at Wela, which is a digital advisory service that offers free financial management tools to clients.
Wes Moss contributes to or hosts a number of programs and shows. He is the host of Money Matters, a radio show in Atlanta, Georgia. Money Matters bills itself as the countrys longest-running live call-in, investment and personal finance radio show. Previously, Moss was the host of Atlanta Tech Edge, a TV program where he covered technology business in Atlanta. He contributes regularly to the website of fellow Atlantan, Clark Howard. He has also written three books on the topic finance.
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More Posts By Wes Moss
Wes Moss Money Matters
Episode Summary
Wes Moss is the host of Money Matters one of the nations longest running live call-in, investment and personal finance radio show on News 95-5FM and AM 750 WSB in Atlanta, Georgia. Wes is the Chief Investment Strategist at Capital Investment Advisors . CIA currently manages more than two billion dollars in client assets. Wes is also a partner at Wela, a digital advisory service that offers free financial management tools and the ability for clients to work online with a financial planner.
In 2017, Barrons named Wes Moss one of Americas Top 100 Independent Wealth Advisors.
Wes has written several books including Starting from Scratch and Make More, Worry Less. His latest book, You Can Retire Sooner Than You Think The 5 Money Secrets of the Happiest Retirees, has been a consistent bestseller in the retirement planning category.
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Financial Focus And Philosophy
Wes Moss is all about retirement. He is a CFP and has worked his entire career helping people to retire early and comfortably. His advice is directed mostly at people who are in their prime working years, but he has advised people at all stages of life.
Moss is also very interested in the idea of happiness. Not many financial planners or advisors talk about happiness. They focus strictly on building wealth or reaching certain dollar values. Moss thinks this is the wrong approach. As he explains in his book, You Can Retire Sooner Than You Think, he believes happiness is a vital part of planning and saving for retirement.
The Three Pillars Of Life With Mitch Reiner Retire Sooner With Wes Moss
In this episode, Mallory Boggs is joined by Mitch Reiner, CFP®, CIMA®, Managing Partner and Senior Investment Advisor at Capital Investment Advisors. Mitch shares his three pillars of life concept and how these pillars can help you focus on where to devote your time and attention before retirement. He also explains how he discovered his lifes focus, the importance of decision-making with priorities in mind, his top priorities, the challenges of inserting himself in the community, and how he believes retirees could be the key to operating community organizations successfully.Learn more about your ad choices. Visit megaphone.fm/adchoices
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You Can Retire Sooner Than You Think
If you think you need to win the lottery or work until youre 75 to retire with financial stability, Money Matters host Wes Moss has very good news for you. You Can Retire Sooner Than You Think reveals the secrets for ensuring a successful retirementsooner rather than later.
Through his proprietary research, Wes Moss discovered that it doesnt take financial genius, millions of dollars, or sophisticated investment skills to ensure a safe, solid retirement. All it takes is five best practices:
Top Financial Advice From Wes Moss
As you start planning for retirement, there is one rule-of-thumb that Moss says you shouldnt follow. In his book, You Can Retire Sooner Than You Think, Moss talks about the rule of keeping your rent/mortgage payments to 30% of your monthly income. He advises people to keep their payments even lower than that. Moss says that keeping your mortgage to 30% of your monthly income is the equivalent of doing just enough to get by. If you truly want to build savings, he recommends keeping your mortgage payments in the 10% to 15% range.
Keeping your mortgage or rent payments low will also help with his advice of saving 20% of your income each year. Now 20% may sound like a lot. But in his book, Moss says its necessary if you want to retire early. Some people recommend that you save 10% of your income. Moss thinks thats a great way to start but he says its not enough.
Another important idea that Moss talks about on his show and in his books is building multiple streams of income. Moss surveyed over 1,350 retirees before writing You Can Retire Sooner Than You Think, and found that the vast majority of happy retirees have two or three sources of income in retirement. On the other hand, unhappy retirees were most likely to have only one source of income.
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Charting A Course By Wes Moss
Where You Can Find Wes Moss
Moss is the host of Money Matters With Wes Moss, a weekly radio show that offers financial advice. Listeners can also call in to the show and have their questions answered live. The show airs for two hours every Sunday morning.
You can get Moss financial advice in his podcast, Money Matters With Wes Moss. Episodes are about 30 minutes long and cover many of the same topics as his radio show.
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What The Happiest Retirees Know
What makes for a truly happy retirement? Is it money? A mortgage-free home? An active social life? A long-lasting marriageor maybe a new one? Personal finance professional Wes Moss asked more than 2,000 of the nations retirees to find outand the answers may surprise you. Whether youre already retired or just starting to make plans, these transformational habits will help you work toward personal happiness and financial security.
Moss has distilled all this data into a clear road map for a healthy, secure, and joyful retirement sooner. From simple lifestyle choices to smart financial strategies, What the Happiest Retirees Know is filled with proven ways to develop better practices in areas like:
Customer Experience Radio Welcomes: Wes Moss With Capital Investment Advisors
May 6, 2020
angishields
Wes Moss the host of Money Matters Atlantas longest-running live call-in, investment, and personal finance radio show on News 95-5FM and AM 750 WSB. Wes is also the Chief Investment Strategist and Managing Partner at Capital Investment Advisors . In this role, Wes is responsible for communicating CIAs position on markets and investments. CIA currently manages more than 2.5 billion dollars in client assets.
In 2017 Wes was featured in Barrons Magazine where he discussed his career in financial advising as well the investment strategy that he pursues, investing for income. Barrons Magazine also named him one of Americas Top 100 Independent Wealth Advisors in 2017 and 2019. From 2014 through 2019 Barrons Magazine named him one of Americas top 1,200 financial advisors. In 2012, he was named as one of the top 40 fee-only investment advisors in the country by Wealth Management Magazine. Wes was also named one of Atlantas 40 Under 40 by the Atlanta Business Chronicle in 2015.
In addition, Wes is a regular contributor to the Atlanta Journal-Constitution both online and in print, and a regular contributor to ClarkHoward.com. In 2014, Wes was the host of Atlanta Tech Edge, a weekly TV show on Atlantas NBC affiliate WXIA, covering the fascinating business of technology within the state of Georgia. He was also the financial consultant for Spike TVs show, Life Or Debt.
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