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 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, ...

1 Okt 202012min

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 ...

17 Sep 202011min

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 no...

3 Sep 202015min

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 opportuni...

20 Aug 202025min

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 big...

6 Aug 202019min

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 Sharr...

16 Jul 202020min

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 ...

2 Jul 202022min

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 us...

4 Jun 202012min