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How Money Works - Podcast

How Money Works

Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works.

If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services(SM), Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services(SM). Fixed life insurance and annuity products offered through Maestro Insurance Services, Inc. All other insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management(SM) does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management(SM) or its subsidiaries. Avantax Wealth Management(SM) is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

Business Investing Finance Money
Update frequency
every 14 days
Average duration
16 minutes
Episodes
131
Years Active
2020 - 2025
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Ep 52: Things You Don’t Consider for Retirement

Ep 52: Things You Don’t Consider for Retirement

When planning your retirement, there are some key details you need to consider. For instance, will you need to support your parents or kids later on? We’ll explore this and other questions on today’s…

00:21:15  |   Thu 05 May 2022
Ep 51: Style vs. Substance in the Financial World

Ep 51: Style vs. Substance in the Financial World

On today’s show we’re talking about some of the stylish things in the financial world that can distract you from the substance that you should really be focused on. We’ll explain why you should watch…

00:10:13  |   Thu 21 Apr 2022
Ep 50: Are You Asking the Wrong Questions About Your Finances?

Ep 50: Are You Asking the Wrong Questions About Your Finances?

A lot of people have questions about their retirement plan, but you might be asking the wrong questions. We’ll share some common wrong questions and what better questions might be.

 

What we discuss …

00:10:27  |   Thu 07 Apr 2022
Ep 49: What it’s Like to Be Our Client

Ep 49: What it’s Like to Be Our Client

Today we’re focusing on what it’s like to be our client. We’ll explain how the relationship between a client and financial advisor evolves and how having an advisor can be beneficial for you.

 

What …

00:11:39  |   Thu 17 Mar 2022
Ep 48: Do You Want to Retire Early?

Ep 48: Do You Want to Retire Early?

Sometimes we have clients who want to retire early. But how much earlier do they mean, and is this a realistic goal? We’ll share some challenges they face and how to know if early retirement is for y…

00:13:13  |   Thu 03 Mar 2022
Ep 47: CPA Shares Business Advice, Mistakes to Avoid

Ep 47: CPA Shares Business Advice, Mistakes to Avoid

If you are a seasoned business owner, today’s episode is for you. Jimmy Eggers, a partner at Smith Leonard Accountants and Consultants in High Point, N.C., is sharing business-planning expertise, str…

00:21:08  |   Thu 17 Feb 2022
Ep 46: Answering Your 401k FAQs

Ep 46: Answering Your 401k FAQs

We get a lot of questions about 401Ks, so we thought it would be a good idea to address as many of them as we can. See if your 401k question is addressed on today’s show.

 

What we discuss in this ep…

00:12:19  |   Thu 03 Feb 2022
Ep 45: Financial Planning Tips for Couples

Ep 45: Financial Planning Tips for Couples

What do married couples tend to disagree about when it comes to money? What financial matters do they often fail to communicate about? We’ll share some of the primary things that need to be discussed…

00:11:13  |   Thu 20 Jan 2022
Ep 44: The First Steps in a Financial Plan

Ep 44: The First Steps in a Financial Plan

For some folks, the idea of putting together a financial plan can be overwhelming. But it’s less threatening if you just focus on the first step. Let’s talk about a few possible first steps that you …

00:11:36  |   Thu 06 Jan 2022
Ep 43: How Do You Know?

Ep 43: How Do You Know?

How much money will you need in retirement? Do you still need life insurance? How much risk should you take? We’ll help answer these questions and more on today’s show.

 

Read more and get additional…

00:15:50  |   Thu 16 Dec 2021
Ep 42: Questions People Ask Financial Advisors

Ep 42: Questions People Ask Financial Advisors

Before meeting with an advisor for the first time, people often Google “questions to ask a financial advisor” and come in with a list of questions that they find. Are these good questions? Is there a…

00:10:41  |   Thu 02 Dec 2021
Ep 41: Watch Out for These Financial Half-Truths

Ep 41: Watch Out for These Financial Half-Truths

We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story…

00:12:28  |   Thu 18 Nov 2021
Ep 40: How Delayed Gratification Can Help Your Finances

Ep 40: How Delayed Gratification Can Help Your Finances

Delayed gratification is a difficult skill to master and that’s just as true with financial matters as it is in the other areas of your life. Let’s talk about some instances where you might be faced …

00:16:32  |   Thu 04 Nov 2021
Ep 39: Insightful Quotes from Great Investors

Ep 39: Insightful Quotes from Great Investors

There are some insightful quotes out there from great investors and financial authors. Let’s find out how they might apply to your financial situation.

 

Read more and get additional financial resour…

00:12:45  |   Thu 21 Oct 2021
Ep 38: Income Planning Essentials You Need to Know

Ep 38: Income Planning Essentials You Need to Know

Before you head off into retirement, make sure you’re well versed in these retirement income planning essentials. We’ll explain what they are and why you need to know about them.

 

Read more and get …

00:11:55  |   Thu 07 Oct 2021
Ep 37: What You Need to Know About RMDs

Ep 37: What You Need to Know About RMDs

We get a lot of questions about RMDs, or required minimum distributions. Some people don’t know anything about them, while others have misconceptions about how they work. Today, we’ll explain what yo…

00:12:08  |   Thu 16 Sep 2021
Ep 36: Watch Out For These Financial Advisor Red Flags

Ep 36: Watch Out For These Financial Advisor Red Flags

Let’s talk about some of the red flags that people can look out for when they’re shopping for a financial advisor. Have you ever met with one of these types?

 

Read more and get additional financial …

00:12:36  |   Thu 02 Sep 2021
Ep 35: Most Common Retirement Mistakes

Ep 35: Most Common Retirement Mistakes

Today we’re sharing five of the most common retirement mistakes. Find out what they are and how you can avoid them.

 

Read more and get additional financial resources here: https://maestrowealth.com…

00:14:12  |   Thu 19 Aug 2021
Ep 34: Universal Truths of Retirement Planning

Ep 34: Universal Truths of Retirement Planning

No matter how much money you make, where you live or when you’re retiring, there are some universal truths that apply to everyone’s finances. Find out what they are.

 

Read more and get additional fi…

00:11:05  |   Thu 05 Aug 2021
Ep 33: How SECURE Act 2.0 Could Affect You

Ep 33: How SECURE Act 2.0 Could Affect You

SECURE Act 2.0, son of the SECURE Act, has come out and we'll explain what has changed and how it could affect you.

 

Read more and get additional financial resources here: https://maestrowealth.com…

00:12:12  |   Thu 15 Jul 2021
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