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)

Why Business Owners Need to Have a Sense of Urgency

It's easy for business owners to get so focused on their work that they overlook some of the long-term planning areas that need to be addressed. Today we want to highlight a few of the items that need...

1 Feb 202421min

New Year's Financial Checklist for 2024

Everyone wants to get the year started on the right foot so today we're going to run through a checklist of financial items you need to address in 2024. We'll explore the nuances tax planning, share s...

18 Jan 202410min

The Keys to Good Financial Health

We all seem to have a renewed focus on our health as the new year rolls around so let's take some time to talk about your financial health and a few of the key indicators that show you're in good heal...

4 Jan 202412min

Retirement Questions You Can't Answer

Having certainty in retirement is always the goal, but life just doesn't allow for that. There are unforeseen circumstances that will undoubtedly arise in each of our lives, so how do you prepare for ...

21 Des 202321min

Tax Consequences for Different Account Types

In this episode, we'll weigh the pros and cons of different accounts, starting with tax-deferred accounts like 401(K)s and IRAs. Then we'll shift to the tax-free options and the benefits that Roth IRA...

7 Des 202312min

Cutting Corners in Retirement Planning

In this episode, Craig and Jennifer unpack the common pitfalls people encounter when cutting corners in retirement planning. From taking excessive investment risks to neglecting legal documents and es...

16 Nov 202322min

What Does It Mean to Be Risk Averse?

Everyone we work with will have a different comfort level when it comes to risk, which we account for when building a plan. But what does it mean when someone tells us they are risk averse? So how do ...

2 Nov 202314min

Financial Planning with Forrest Gump

It's pretty hard to believe that it's been nearly 30 years since the movie Forrest Gump hit theaters. In case you needed another reminder of your age, there you go. That was one of the great movies of...

19 Okt 202315min