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 62: Take Out the Trash in Your Financial Life

Sometimes you just need to go through your financial life and take out the trash. Today we're talking about the things that might need to be thrown out. From debt to hidden fees, we'll explain how som...

6 Okt 202214min

Ep 61: Mailbag: Mortgages, Charities and Retirement Goals

We're taking your questions by email this week to see what's on your mind and how we can help with your finances. What we discuss on this episode: Seth has always given a few hundred dollars to ch...

15 Sep 202216min

Ep 60: Annuities 101

There's a lot of confusion out there about annuities, probably because there are different types that do different things. We'll explain how they work and how they might be used in your financial plan...

1 Sep 202211min

Ep 59: A Message To Good Savers

So you've done a good job saving and investing over the years. You've lived on less than you've earned, kept yourself out of debt, and your investments have done pretty well. That means everything wil...

18 Aug 202220min

Ep 58: The Final Decade Before Retirement

If you're about a decade away from retirement, there are some important steps you need to take now to get ready. We'll share some top tips for being prepared for stepping away from work. What we dis...

4 Aug 202217min

Ep 57: Retirement Planning is Harder Than it Looks

As advisors, we are constantly immersed in retirement planning. But for the average person, retirement planning can be a lot harder than it looks. Today, we'll break down whether Social Security, risk...

21 Jul 202213min

Ep 56: Retirement Planning For Business Owners

Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Today we'll address a few of these issues and help you become better prepared when it c...

7 Jul 202211min

Ep 55: What is Your Risk Tolerance Level?

Are you someone who doesn't mind riding the rollercoaster of investment ups and downs? If so, you are more of a risk-taker. But not everyone is. Today we're talking about risk tolerance and how to fig...

16 Jun 202211min