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.Podcasts
New Years Financial Checklist for 2024
Published: Jan. 18, 2024, 10 a.m.Duration: 10 minutes 45 seconds
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The Keys to Good Financial Health
Published: Jan. 4, 2024, 10 a.m.Duration: 12 minutes 26 seconds
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Retirement Questions You Cant Answer
Published: Dec. 21, 2023, 10 a.m.Duration: 21 minutes 15 seconds
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Tax Consequences for Different Account Types
Published: Dec. 7, 2023, 10 a.m.Duration: 12 minutes 16 seconds
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Cutting Corners in Retirement Planning
Published: Nov. 16, 2023, 10 a.m.Duration: 22 minutes 47 seconds
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What Does It Mean to Be Risk Averse?
Published: Nov. 2, 2023, 9 a.m.Duration: 14 minutes 3 seconds
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Financial Planning with Forrest Gump
Published: Oct. 19, 2023, 9 a.m.Duration: 15 minutes 25 seconds
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When is it Okay to Procrastinate?
Published: Oct. 5, 2023, 9 a.m.Duration: 11 minutes 43 seconds
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All About Annuities
Published: Sept. 21, 2023, 9 a.m.Duration: 21 minutes 22 seconds
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Obvious Financial Moves That Arent Always So Obvious
Published: Aug. 24, 2023, 9 a.m.Duration: 22 minutes 52 seconds
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Investing By Profession
Published: Aug. 17, 2023, 9 a.m.Duration: 21 minutes 40 seconds
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Taking A Look At Retirement Statistics
Published: Aug. 3, 2023, 9 a.m.Duration: 21 minutes 20 seconds
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Is Your Plan Facing Imminent Disaster?
Published: July 20, 2023, 9 a.m.Duration: 19 minutes 25 seconds
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Evaluating Long-Term Care Options
Published: July 6, 2023, 9 a.m.Duration: 19 minutes 44 seconds
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Financial Laws To Guide Your Planning
Published: June 15, 2023, 9 a.m.Duration: 19 minutes 25 seconds
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Things to Consider with Your 401(k)
Published: June 1, 2023, 9 a.m.Duration: 13 minutes 50 seconds
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Ep 77: Grading Your Financial Competency
Published: May 18, 2023, 9 a.m.Duration: 23 minutes 59 seconds
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Ep 76: Building Your Financial House
Published: May 4, 2023, 9 a.m.Duration: 12 minutes 17 seconds
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Ep 75: Dont Get Lost in Retirement Planning
Published: April 20, 2023, 9 a.m.Duration: 21 minutes 24 seconds
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Ep 74: Hindsight Is 20/20 in Financial Planning
Published: April 6, 2023, 9 a.m.Duration: 10 minutes 22 seconds
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Ep 73: Spring Cleaning Your Finances
Published: March 16, 2023, 9 a.m.Duration: 11 minutes 53 seconds
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Ep 72: Financial Wisdom From Yogi Berra
Published: March 2, 2023, 10 a.m.Duration: 11 minutes 27 seconds
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Ep 71: Why Is The Market So Volatile?
Published: Feb. 16, 2023, 10:01 a.m.Duration: 10 minutes 22 seconds
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Ep 70: Things You Think You Know (But Probably Dont)
Published: Feb. 2, 2023, 10:02 a.m.Duration: 22 minutes 29 seconds
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Ep 69: Financial Truths in Planning
Published: Jan. 19, 2023, 10 a.m.Duration: 12 minutes 58 seconds
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Ep 68: The Desire To Retire
Published: Jan. 5, 2023, 10 a.m.Duration: 12 minutes 6 seconds
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Ep 67: Retirement on the Gridiron
Published: Dec. 15, 2022, 10 a.m.Duration: 11 minutes 11 seconds
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Ep 66: Overrated Concepts in the Financial World
Published: Dec. 1, 2022, 10 a.m.Duration: 11 minutes 50 seconds
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Ep 65: Social Security Myths
Published: Nov. 17, 2022, 10 a.m.Duration: 12 minutes 12 seconds
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Ep 64: Key Characteristics of a Good Financial Advisor
Published: Nov. 3, 2022, 9 a.m.Duration: 12 minutes 46 seconds
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Ep 63: How to Handle a Stinky Stock Market
Published: Oct. 20, 2022, 9 a.m.Duration: 20 minutes 51 seconds
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Ep 62: Take Out the Trash in Your Financial Life
Published: Oct. 6, 2022, 9 a.m.Duration: 14 minutes 9 seconds
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Ep 61: Mailbag: Mortgages, Charities and Retirement Goals
Published: Sept. 15, 2022, 9 a.m.Duration: 16 minutes 56 seconds
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Ep 60: Annuities 101
Published: Sept. 1, 2022, 9:02 a.m.Duration: 11 minutes 27 seconds
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Ep 59: A Message To Good Savers
Published: Aug. 18, 2022, 9 a.m.Duration: 20 minutes 34 seconds
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Ep 58: The Final Decade Before Retirement
Published: Aug. 4, 2022, 9 a.m.Duration: 17 minutes 52 seconds
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Ep 57: Retirement Planning is Harder Than it Looks
Published: July 21, 2022, 9 a.m.Duration: 13 minutes
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Ep 56: Retirement Planning For Business Owners
Published: July 7, 2022, 9 a.m.Duration: 11 minutes 42 seconds
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Ep 55: What is Your Risk Tolerance Level?
Published: June 16, 2022, 9 a.m.Duration: 11 minutes 59 seconds
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Ep 54: Financial Proverbs That Can Help You
Published: June 2, 2022, 9 a.m.Duration: 11 minutes 8 seconds
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Ep 53: DIY Financial Planning
Published: May 19, 2022, 9 a.m.Duration: 19 minutes 33 seconds
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Ep 52: Things You Dont Consider for Retirement
Published: May 5, 2022, 9 a.m.Duration: 21 minutes 15 seconds
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Ep 51: Style vs. Substance in the Financial World
Published: April 21, 2022, 9 a.m.Duration: 10 minutes 13 seconds
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Ep 50: Are You Asking the Wrong Questions About Your Finances?
Published: April 7, 2022, 9 a.m.Duration: 10 minutes 27 seconds
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Ep 49: What its Like to Be Our Client
Published: March 17, 2022, 9 a.m.Duration: 11 minutes 39 seconds
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Ep 48: Do You Want to Retire Early?
Published: March 3, 2022, 10 a.m.Duration: 13 minutes 13 seconds
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Ep 47: CPA Shares Business Advice, Mistakes to Avoid
Published: Feb. 17, 2022, 10 a.m.Duration: 21 minutes 8 seconds
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Ep 46: Answering Your 401k FAQs
Published: Feb. 3, 2022, 10 a.m.Duration: 12 minutes 19 seconds
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Ep 45: Financial Planning Tips for Couples
Published: Jan. 20, 2022, 10 a.m.Duration: 11 minutes 13 seconds
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Ep 44: The First Steps in a Financial Plan
Published: Jan. 6, 2022, 10 a.m.Duration: 11 minutes 36 seconds
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Ep 43: How Do You Know?
Published: Dec. 16, 2021, 10 a.m.Duration: 15 minutes 50 seconds
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Ep 42: Questions People Ask Financial Advisors
Published: Dec. 2, 2021, 10 a.m.Duration: 10 minutes 41 seconds
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Ep 41: Watch Out for These Financial Half-Truths
Published: Nov. 18, 2021, 10 a.m.Duration: 12 minutes 28 seconds
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Ep 40: How Delayed Gratification Can Help Your Finances
Published: Nov. 4, 2021, 9 a.m.Duration: 16 minutes 32 seconds
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Ep 39: Insightful Quotes from Great Investors
Published: Oct. 21, 2021, 9 a.m.Duration: 12 minutes 45 seconds
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Ep 38: Income Planning Essentials You Need to Know
Published: Oct. 7, 2021, 9 a.m.Duration: 11 minutes 55 seconds
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Ep 37: What You Need to Know About RMDs
Published: Sept. 16, 2021, 9 a.m.Duration: 12 minutes 8 seconds
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Ep 36: Watch Out For These Financial Advisor Red Flags
Published: Sept. 2, 2021, 9 a.m.Duration: 12 minutes 36 seconds
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Ep 35: Most Common Retirement Mistakes
Published: Aug. 19, 2021, 9 a.m.Duration: 14 minutes 12 seconds
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Ep 34: Universal Truths of Retirement Planning
Published: Aug. 5, 2021, 9 a.m.Duration: 11 minutes 5 seconds
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Ep 33: How SECURE Act 2.0 Could Affect You
Published: July 15, 2021, 9 a.m.Duration: 12 minutes 12 seconds
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Ep 32: Social Security Myth Busting
Published: July 1, 2021, 9 a.m.Duration: 11 minutes 19 seconds
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Ep 31: Classic Retirement Planning Mistakes
Published: June 17, 2021, 9 a.m.Duration: 10 minutes 50 seconds
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Ep 30: The Retirement Marathon
Published: June 3, 2021, 9 a.m.Duration: 10 minutes 34 seconds
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Ep 29: Reasons to Get Life Insurance
Published: May 20, 2021, 9 a.m.Duration: 10 minutes 8 seconds
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Ep 28: How Retirement Planning is Like Baseball
Published: May 6, 2021, 9 a.m.Duration: 10 minutes 8 seconds
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Ep 27: Get to Know Financial Acronym Salad
Published: April 15, 2021, 9 a.m.Duration: 21 minutes 11 seconds
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Ep 26: Should You Listen To Dave Ramsey's Advice?
Published: April 1, 2021, 9 a.m.Duration: 15 minutes 48 seconds
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Ep 25: The Jigsaw Puzzle of Retirement
Published: March 18, 2021, 9 a.m.Duration: 10 minutes 34 seconds
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Ep 24: Do You Know This Financial Jargon?
Published: March 4, 2021, 10 a.m.Duration: 10 minutes 28 seconds
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Ep 23: Are You in the Financial Red Zone?
Published: Feb. 18, 2021, 10 a.m.Duration: 12 minutes 24 seconds
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Ep 22: Clients Toughest, Most Unanswerable Questions
Published: Feb. 4, 2021, 10 a.m.Duration: 10 minutes 35 seconds
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Ep 21: How to Prepare Financially For 2021
Published: Jan. 21, 2021, 10 a.m.Duration: 19 minutes 9 seconds
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Ep 20: How Late Bloomers Can Save More Money
Published: Dec. 30, 2020, 7:34 p.m.Duration: 9 minutes 11 seconds
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Ep 19: Living the Dream in Retirement
Published: Dec. 17, 2020, 10 a.m.Duration: 9 minutes 5 seconds
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Ep 18: Beware of These 5 Income Gaps
Published: Dec. 3, 2020, 10 a.m.Duration: 19 minutes 36 seconds
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Ep 17: Getting Couples on the Same Financial Page
Published: Nov. 19, 2020, 10 a.m.Duration: 13 minutes 3 seconds
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Ep 16: Pros and Cons of the 4 Worlds of Money
Published: Nov. 5, 2020, 10 a.m.Duration: 19 minutes 35 seconds
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Ep 15: Whats Your Spending Personality?
Published: Oct. 15, 2020, 9 a.m.Duration: 11 minutes 16 seconds
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Ep 14: Financial Planning Personalities by Profession
Published: Oct. 1, 2020, 9 a.m.Duration: 12 minutes 8 seconds
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Ep 13: Retirement Fact or Fiction
Published: Sept. 17, 2020, 9 a.m.Duration: 11 minutes 5 seconds
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Ep 12: How to Avoid Flirting With Financial Disaster
Published: Sept. 3, 2020, 9 a.m.Duration: 15 minutes 52 seconds
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Ep 11: Estate Planning Advice For Women
Published: Aug. 20, 2020, 9 a.m.Duration: 25 minutes 30 seconds
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Ep 10: The Importance of Third-Party Financial Planning
Published: Aug. 6, 2020, 9 a.m.Duration: 19 minutes 6 seconds
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Ep 9: Tax Planning with Addison Maille
Published: July 16, 2020, 9 a.m.Duration: 20 minutes 1 second
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Ep 8: Building a Business with Ken Gwyn of Bulldog Group
Published: July 2, 2020, 9 a.m.Duration: 22 minutes 24 seconds
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Ep 6: What Benjamin Franklin Quotes Teach Us About Financial Planning
Published: June 4, 2020, 9 a.m.Duration: 12 minutes 43 seconds
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Ep 5: How Has COVID-19 Impacted the Triad Real Estate Market?
Published: May 21, 2020, 9 a.m.Duration: 13 minutes 55 seconds
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Ep 4: Cleaning Out Your Financial Closet
Published: May 7, 2020, 9 a.m.Duration: 23 minutes 12 seconds
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Ep 3: Common Retirement Assumptions Could Be Fools Gold
Published: April 23, 2020, 9 a.m.Duration: 22 minutes 40 seconds
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Ep 2: Understanding the CARES Act + Social Distancing for Finance
Published: April 9, 2020, 9 a.m.Duration: 24 minutes 34 seconds
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Ep 1: Financial Considerations to Make After Coronavirus Fallout
Published: March 27, 2020, 3:29 p.m.Duration: 20 minutes 49 seconds
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