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.
- Update frequency
- every 14 days
- Average duration
- 16 minutes
- Episodes
- 131
- Years Active
- 2020 - 2025
Ep 32: Social Security Myth Busting
On this episode of How Money Works, Craig and Jennifer Moser explain some of the common myths around Social Security and how to educate yourself on this crucial topic.
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Ep 31: Classic Retirement Planning Mistakes
On this episode of How Money Works, Craig and Jennifer Moser explain some of the common retirement mistakes people make and how you can avoid them.
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Ep 30: The Retirement Marathon
On this episode of How Money Works, Craig and Jennifer Moser explain how getting through retirement can be a lot like running a marathon.
Read more and get additional financial resources here: htt…
Ep 29: Reasons to Get Life Insurance
People often have questions about life insurance. It’s not a sexy topic, but it is an important one. We’ll explain why.
Read more and get additional financial resources here: https://maestrowealth…
Ep 28: How Retirement Planning is Like Baseball
On this episode of How Money Works, Craig and Jennifer Moser share what you can learn about retirement planning from the game of baseball.
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Ep 27: Get to Know Financial Acronym Salad
The financial world is full of acronyms that get thrown around for convenience, but the average person doesn’t necessarily know what they all mean. We’ll share what they are and what they mean.
Rea…
Ep 26: Should You Listen To Dave Ramsey's Advice?
Let’s talk about financial guru Dave Ramsey. He has a huge empire and millions of people listen to him each day, but do we agree with his financial principles? Find out in today’s podcast.
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Ep 25: The Jigsaw Puzzle of Retirement
To successfully complete a jigsaw puzzle, there are some strategies you’ll want to keep in mind, and many of those same strategies apply to retirement planning.
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Ep 24: Do You Know This Financial Jargon?
Every industry has its own jargon, and financial planning is no different. Today, we’re explaining some common financial jargon and what it means.
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Ep 23: Are You in the Financial Red Zone?
On today’s episode of How Money Works, we’ll discuss the financial red zone. What is it, and what should you do if you fall in this category?
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Ep 22: Clients’ Toughest, Most Unanswerable Questions
On today’s episode of How Money Works, we’re sharing some of the toughest, most unanswerable questions we get in the financial business. From healthcare to the stock market to taxes, we'll cover some…
Ep 21: How to Prepare Financially For 2021
On today’s episode of How Money Works, Craig and Jennifer Moser share some financial tips for 2021 and how to prepare for the year ahead.
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Ep 20: How Late Bloomers Can Save More Money
When people come into our office and say they’re not ready for retirement and haven’t saved enough, here’s how we counsel them. On today’s episode of How Money Works, Craig and Jennifer Moser talk ab…
Ep 19: Living the Dream in Retirement
What does “living the dream” in retirement mean to you? You can’t live it unless you know what it looks like.
Read more and get additional financial resources here: https://maestrowealth.com/2020/…
Ep 18: Beware of These 5 Income Gaps
Let’s talk about income gaps in retirement. There are probably more gaps than you realize. On this episode of How Money Works, we’ll explain what they are and why you need to know about them.
Rea…
Ep 17: Getting Couples on the Same Financial Page
Are you and your spouse on the same page when it comes to finances and retirement planning? On today’s episode of How Money Works, Craig and Jennifer Moser explain why it’s so important.
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Ep 16: Pros and Cons of the 4 Worlds of Money
Do you know the four worlds of money and how they affect you? We break down the pros and cons of each.
Read more and get additional financial resources here: https://maestrowealth.com/2020/11/05/…
Ep 15: What’s Your Spending Personality?
On today’s episode of How Money Works, Craig and Jennifer Moser break down the different personalities of spenders and how those traits could affect your retirement.
YOLO spender
Using the “You Only …
Ep 14: Financial Planning Personalities by Profession
People in certain professions tend to approach financial planning the same way as their peers. On today’s How Money Works podcast, we look at teachers, doctors, engineers and more.
In our experience,…
Ep 13: Retirement Fact or Fiction
On today’s episode of How Money Works, let’s have some fun and play retirement fact or fiction. Keep in mind, as with many retirement planning scenarios, the answer is not always clear-cut because it…