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)

Questions To Ask Yourself As You Near Retirement

As you approach retirement, it's important to ask the right questions. That's why we're taking some time today to answer questions you might not have considered. Do you still need life insurance in re...

3 Okt 202416min

Common Retirement Planning Mistakes

There are a few common retirement planning mistakes that can happen and set you back as you work to get to and through retirement. With more than 30 years of experience, Craig and Jennifer Moser have ...

19 Sep 202419min

Tracking the Current Financial Trends

As we begin to move into the final months of the year, there's plenty to keep an eye on as it relates to our money and retirement. In this episode, Craig and Jennifer discuss the current financial tre...

5 Sep 202412min

Drawing Financial Inspiration from Noah's Ark

In the ever-changing world of finance, preparing for the unexpected is not just wise—it's essential. In this episode, Craig and Jennifer will explore this very topic, using the timeless story of Noah'...

15 Aug 202411min

Understanding the Essentials of Medicare

Retirement is a significant milestone, and with it comes the need to understand Medicare. For many, the transition from employer-provided health insurance to Medicare can be daunting. In this episode ...

1 Aug 20249min

Real Estate Investing In The Triad with Nick Gonzalez, CCIM

Are you curious about the current state of the real estate market in North Carolina? In today's episode, special guest Nick Gonzalez, CCIM, the co-owner of Linville Team Partners in Winston-Salem, joi...

18 Jul 202422min

Financial Wisdom Through The Lens of Mark Twain

Ever wondered how the timeless wisdom of Mark Twain applies to finance? Known for his wit and profound observations on life, Twain's words offer more than just entertainment—they provide valuable less...

2 Jul 202422min

Are You Making These Rookie Mistakes With Your Investments?

Investing can be a daunting task, especially for those who are just starting out. Even seasoned investors can fall into common traps that can derail their financial goals. In this episode, we'll share...

20 Jun 202419min