How Money Works

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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Avsnitt(141)

Is DIY Financial Planning Costing You?

Is DIY Financial Planning Costing You?

Doing it yourself feels empowering, until the margin for error disappears. Craig and Jennifer look at why many people stick with a DIY financial approach longer than they should, and how retirement qu...

5 Feb 25min

Navigating Financial Changes in 2026: Retirement, Taxes & Medicare

Navigating Financial Changes in 2026: Retirement, Taxes & Medicare

Craig and Jennifer dive into the key financial updates for 2026 and how they can affect your retirement. They discuss Social Security COLAs, Medicare premium increases, new tax deductions for seniors,...

15 Jan 24min

Retirement Sabotage: The Mistakes That Add Up

Retirement Sabotage: The Mistakes That Add Up

Most retirement mistakes don't happen all at once; they happen quietly and over time. In this episode, Craig and Jennifer walk through the most common ways people unknowingly sabotage their retirement...

31 Dec 202526min

Taking Out the Financial Trash in Your Retirement Plan

Taking Out the Financial Trash in Your Retirement Plan

As retirement gets closer, the small financial issues you've ignored can start to pile up fast. In this episode, Craig walks through the most common "financial trash" people carry into retirement, and...

18 Dec 202526min

Safeguard Your Legacy: Avoiding Common Errors in Estate Planning

Safeguard Your Legacy: Avoiding Common Errors in Estate Planning

It's easy to avoid thinking about the realities of aging and the challenges it can bring. But, overlooking the true costs of healthcare and assistance can leave even the best financial plans vulnerabl...

4 Dec 202525min

How Money Works: Planning, Fables, and Real-Life Finance

How Money Works: Planning, Fables, and Real-Life Finance

The stories we believe about money often shape our choices more than the numbers do. In this episode, Craig and Jennifer explores these "financial fables," using real-life situations to reveal how hid...

20 Nov 202523min

You Made It to Retirement… Now Don't Screw It Up!

You Made It to Retirement… Now Don't Screw It Up!

You've worked for decades, saved diligently, and finally reached retirement, now comes the hard part: not screwing it up. Craig and Jennifer share the most common post-retirement mistakes people make ...

6 Nov 202520min

The Retirement Road Trip: Don't Drive Without a Plan

The Retirement Road Trip: Don't Drive Without a Plan

Most people will spend hours planning a vacation: researching routes, mapping stops, and budgeting for the trip. But when it comes to retirement, many people set off without a roadmap. Today we'll use...

16 Okt 202525min

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