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)

Things to Consider with Your 401(k)

For many people, a 401(k) is their most powerful retirement savings vehicle. That's because they're able to contribute so much to it and their employer is often contributing as well with a company mat...

1 Jun 202313min

Ep 77: Grading Your Financial Competency

When was the last time you took a test? It's probably been a while, right? On today's show, we'll invite you to grade your own financial competency by seeing how many of these questions you can answer...

18 Mai 202323min

Ep 76: Building Your Financial House

For some people, the idea of putting together a financial plan doesn't sound like much fun. But the idea of building a home sounds like a lot of fun. Much like a home needs a strong foundation, walls...

4 Mai 202312min

Ep 75: Don't Get Lost in Retirement Planning

Getting lost while driving your car or hiking in the woods is kind of like getting lost in retirement planning. The good news is there are ways to get back on track financially, and we are here to hel...

20 Apr 202321min

Ep 74: Hindsight Is 20/20 in Financial Planning

It's easy to look back in hindsight and say "Knowing what we know now…" but unfortunately, we can't predict the future. And since we can't, the next best thing is to learn from others' experiences. To...

6 Apr 202310min

Ep 73: Spring Cleaning Your Finances

For some people, it's time for spring cleaning, and that often means diving into a cluttered closet and getting it cleaned out and organized. Today we'll share what principles we can take from a close...

16 Mar 202311min

Ep 72: Financial Wisdom From Yogi Berra

Yogi Berra was a sports icon and one of the most quotable people to ever live. And when we look at some of his quotes through the right prism, they can teach us some lessons about financial planning. ...

2 Mar 202311min

Ep 71: Why Is The Market So Volatile?

During the height of the pandemic, the stock market did really well. Now that the pandemic has slowed down, the stock market is struggling. That doesn't make sense and confuses a lot of people. ...

16 Feb 202310min