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 12: How to Avoid Flirting With Financial Disaster
On today’s episode of How Money Works, let’s talk about some of the areas of your financial life where you might be flirting with disaster and how you can fix it.
Out-of-date legal documents
It’s n…
Ep 11: Estate Planning Advice For Women
Whether you are a single, married, divorced or widowed woman, this episode is for you. This week, our special guest is Lynn Michael, an estate planning attorney who knows what challenges and opportun…
Ep 10: The Importance of Third-Party Financial Planning
Hiring a third-party financial planner is crucial to helping you plan for retirement and manage your money. Today, we’re breaking down some of the ways a financial advisor can help you.
One of the bi…
Ep 9: Tax Planning with Addison Maille
Business owners and investors have dealt with a difficult 2020 as we reach the midway point and could likely use any advantage they can find.
That’s why we wanted to bring on Addison Maille from Shar…
Ep 8: Building a Business with Ken Gwyn of Bulldog Group
We’re fortunate to live in a community with many great small businesses whose owners are willing to share their experience.
Today we wanted to bring on one of those people to provide some inspiration…
Ep 6: What Benjamin Franklin Quotes Teach Us About Financial Planning
Few people have made the lasting impact that Founding Father Benjamin Franklin has. Many of the values he believed in and much of the wisdom he shared is still followed centuries later.
He provided u…
Ep 5: How Has COVID-19 Impacted the Triad Real Estate Market?
With the economy starting to open back in many different states, the hope is that we’ll start to see things begin to stabilize and improve for small businesses.
But what can we expect from the real e…
Ep 4: Cleaning Out Your Financial Closet
Think about all the work around the house you’ve been doing since the quarantine started. The house is clean(ish), the yard looks great, and you’ve checked a lot of items off the to-do list.
But wh…
Ep 3: Common Retirement Assumptions Could Be Fool’s Gold
Many people try to take on financial planning without help, but one the issues you run into is making decisions based on assumptions you have about retirement.
These misbeliefs could cost you money a…
Ep 2: Understanding the CARES Act + Social Distancing for Finance
We understand how difficult this time can be for individuals and small business owners. The uncertainty of the coronavirus and what the ultimate impact on the economy will be has put a huge financial…
Ep 1: Financial Considerations to Make After Coronavirus Fallout
As the coronavirus pandemic spreads across the country, it’s getting more and more difficult to find someone not affected by this emotionally or financially.
The market has shown some signs of bounc…