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.

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Episoder(141)

Ep 70: Things You Think You Know (But Probably Don't)

When it comes to financial planning, it's OK to admit that you don't know the answer to something. The real danger is thinking you know the answer to something when you actually have it all wrong. Tod...

2 Feb 202322min

Ep 69: Financial Truths in Planning

Today we're sharing some financial truths that we can state with confidence. For example, did you know that the market moves in cycles? Or how about the fact that you probably aren't as risk tolerant ...

19 Jan 202312min

Ep 68: The Desire To Retire

Different people have different levels of desire when it comes to finding their retirement date. Today we're exploring these different levels of desire. Which of these statements below sounds most lik...

5 Jan 202312min

Ep 67: Retirement on the Gridiron

Today's show combines two fun topics – finances and football. Believe it or not, planning for your financial future has some similarities to the sport of football. In retirement planning, some people ...

15 Des 202211min

Ep 66: Overrated Concepts in the Financial World

Many things in the financial world are critical to your future financial success. But not everything is all it's cracked up to be. On this episode, we'll share: Why tax advantages are overrated and y...

1 Des 202211min

Ep 65: Social Security Myths

How much do you know about Social Security? You might think you know a lot about this topic, but there are a lot of myths out there to be aware of. On today's show, we're sharing three big Social Secu...

17 Nov 202212min

Ep 64: Key Characteristics of a Good Financial Advisor

Today we're chatting about the characteristics of financial advisors. Everyone has different personalities, but what should you look for in an advisor? How much should likeability and listening skills...

3 Nov 202212min

Ep 63: How to Handle a Stinky Stock Market

At times like these when the market is volatile, and trending down, it's inevitable that we get a lot of questions about it. As we tell people, the weather's changing, the leaves are starting to get r...

20 Okt 202220min