How Money Works artwork

How Money Works

160 episodes - English - Latest episode: 11 months ago - ★★★★★ - 2 ratings

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.

Investing Business maestro wealth advisors how money works craig moser jennifer moser retirement planning financial planning financial advisor annuities wealth management money matters
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Episodes

Types of Risk (Originally Aired May 27, 2023)

June 13, 2023 19:00 - 26 minutes - 17.9 MB

Financial Laws (Originally Aired June 3, 2023)

June 13, 2023 19:00 - 26 minutes - 17.9 MB

Calming Down (Originally Aired June 10, 2023)

June 13, 2023 19:00 - 26 minutes - 17.9 MB

Pondering 401(k)s (Originally Aired May 20, 2023)

June 13, 2023 19:00 - 26 minutes - 17.9 MB

Pet Peeves (Originally aired May 13th, 2023)

May 15, 2023 04:00 - 26 minutes - 17.9 MB

Sharing some of our pet peeves both personal and professional.

Building your Financial House (Originally aired April 29, 2023)

May 08, 2023 16:00 - 26 minutes - 17.9 MB

You need a strong foundation if you want your house to withstand the test of time.  Same thing goes for your Financial House.

Grading Yourself (Originally aired May 6, 2023)

May 08, 2023 16:00 - 26 minutes - 17.9 MB

Everybody wants to get good grades.  Are you getting a grade you deserve with your finances?

Truth Bombs (Originally aired April 15th, 2023)

April 17, 2023 12:00 - 26 minutes - 17.9 MB

Sometimes the truth hurts.  Hearing a difficult truth about your finances can hurt even more.

Bad Financial Tools (Originally aired April 8, 2023)

April 13, 2023 18:00 - 26 minutes - 17.9 MB

A paintbrush and paint in the hands of Leonardo Da Vinci will bring about a masterpiece.  Put them in the hands of a toddler, and you will probably have a real mess on your hands.  Sometimes the tool isn't the problem, but what if the tool you have is no good? 

When Banks Fail and Financial Lies (originally aired March 25th, 2023)

April 13, 2023 18:00 - 26 minutes - 17.9 MB

On Friday, March 10, the Silicon Valley Bank in northern California failed.  When banks fail, it shakes the foundations of what we feel are "safe" investments.  How do failures like this affect us?  

Hindsight (Originally aired April 1st, 2023)

April 13, 2023 18:00 - 26 minutes - 17.9 MB

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. Today we’ll share some situations where folks probably wish they’d made different decisions in their finances and how we can learn from it.

Financial Foundations (Originally Aired March 18th, 2023)

March 20, 2023 04:00 - 26 minutes - 17.9 MB

WHen you are building a house, you can't start by painting the walls first.  You have to build a strong foundation and build on that.  Finances are no different.  Leave the paint for last!

Interesting Interest (Originally Aired March 11, 2023)

March 17, 2023 13:00 - 26 minutes - 17.9 MB

Interest Rates can  be interesting to study.  We trace how the Fed has affected them and how that affects you.

Roth Contributions vs. Roth Conversions (originally aired March 4th, 2023)

March 06, 2023 05:00 - 26 minutes - 17.9 MB

Craig and Jennifer discuss the differences between Roth Contributions and Roth Conversions

Dying without a WIll - With Special Guest Laurie (originally aired December 3rd, 2022)

February 27, 2023 18:00 - 26 minutes - 17.9 MB

Losing a spouse suddenly is one of the most difficult things to deal with.  If your spouse passes without a will, the difficulty is compounded.  One of our clients shares her story.

Financial Planning with Yogi Berra (Originally aired February 18, 2023)

February 22, 2023 15:00 - 26 minutes - 17.9 MB

Jennifer flies solo in today's episode where she discusses quotes from baseball great Yogi Berra and how they are applicable to  finance.

Financial Proverbs Repeat Show (Originally aired May 28th, 2022)

February 22, 2023 15:00 - 26 minutes - 17.9 MB

Things You Think You Know. (Originally aired January 21, 2023)

January 31, 2023 20:00 - 26 minutes - 17.9 MB

Craig and Jennifer discuss the things you think you know in finance, but you may not actually know.

The Secure Act 2.0 (Originally aired January 14th, 2023)

January 18, 2023 21:00 - 26 minutes - 17.9 MB

Join Craig and Jennifer as they discuss how the newly passed Secure Act 2.0 may affect YOUR retirement.

Setting New Goals (originally aired January 7, 2023)

January 18, 2023 21:00 - 26 minutes - 17.9 MB

New Year, New (Financial) You!  Join Craig and Jennifer as we jump into 2023!

Desire to Retire/ End of Year Wrap-up (Originally Aired December 17th 2022)

December 19, 2022 05:00 - 26 minutes - 17.9 MB

Craig and Jennifer cover some items you may want to look at before the year-end.  

Stock Market Shenanigans and Financial Football (originally aired December 10, 2022)

December 12, 2022 05:00 - 26 minutes - 17.9 MB

Looking for ways to invest with non-traditional investments in a down market.

Roth Conversions and Overrated Tax Advantages

November 20, 2022 05:00 - 26 minutes - 17.9 MB

Jennifer flies solo today as she discusses Roth Conversions and then shifts gears to talk about Overrated Tax Advantages.  

Financial Self-Sabotage (Originally aired September 17th, 2022)

September 19, 2022 04:00 - 26 minutes - 17.9 MB

Mailbag Responses (Originally aired September 3, 2022)

September 12, 2022 17:00 - 26 minutes - 17.9 MB

Tough Conversations (Originally aired September 10, 2022)

September 12, 2022 17:00 - 26 minutes - 17.9 MB

The 10 Year Window (Originally aired July 30, 2022)

August 25, 2022 14:00 - 26 minutes - 17.9 MB

Good Savers (Originally Aired August 6th, 2022)

August 25, 2022 14:00 - 26 minutes - 17.9 MB

The Retirement Golf Course (Originally aired August 13, 2022)

August 25, 2022 14:00 - 26 minutes - 17.9 MB

Annuity 101 (Originally aired August 20, 2022)

August 25, 2022 14:00 - 26 minutes - 17.9 MB

Financial Half Truths (Repeat of November 13, 2021 show)

July 24, 2022 04:00 - 26 minutes - 17.9 MB

Financial Blame Game (Originally Aired July 9th, 2022)

July 21, 2022 19:00 - 26 minutes - 17.9 MB

Craig and Jennifer Moser discuss the Financial Blame Game that sometimes comes into play in our finances when things go wrong.  The buck stops here!

Financial Independence (Originally Aired July 2, 2022)

July 04, 2022 04:00 - 26 minutes - 17.9 MB

To celebrate Independence Day, Craig  and Jennifer discuss Financial Independence.

Business Owners (Originally Aired June 25, 2022)

June 29, 2022 15:00 - 26 minutes - 17.9 MB

Craig and Jennifer Moser discuss the nuances that business owners have when planning their retirement.

Things Dad Says (Originally aired June 18, 2022)

June 20, 2022 04:00 - 26 minutes - 17.9 MB

On this show, in honor of Father's Day, Craig and Jennifer Moser of Maestro Wealth Advisors discuss things that Dad says and relates them to financial markets.

Morsels of Wisdom (Originally aired June 4, 2022)

June 08, 2022 15:00 - 26 minutes - 17.9 MB

Craig and Jennifer Moser of Maestro Wealth Advisors break down some of the sayings of Warren Buffett and give their take on his Morsels of Wisdom.

Financial Proverbs (Originally aired May 28th, 2022)

May 30, 2022 04:00 - 26 minutes - 17.9 MB

We've all heard financial proverbs before.  Craig and Jennifer dig deep into some sayings and the financial meanings behind them.  

Safe Money (Originally aired May 14th, 2022)

May 24, 2022 15:00 - 26 minutes - 17.9 MB

Craig Moser delves into the concept of "Safe Money" in a volatile financial world in our conversation  today.  

Making Sense of the Stock Market (originally aired May 21st, 2022)

May 24, 2022 15:00 - 26 minutes - 17.9 MB

Inflation (Originally aired April 23rd, 2022)

May 24, 2022 12:00 - 26 minutes - 17.9 MB

Difficult Markets (Originally aired April 2, 2022)

April 04, 2022 12:00 - 26 minutes - 17.9 MB

Josh Brown, a CNBC commentator, usually has wise things to say about how you should react during difficult times in the market. He says that when you’re dealing with a difficult stock market, the answer is rarely “try harder.” Instead the answer is usually “do less.” Type A people usually have a tough time dealing with that concept. Let’s explore some questions that he says you should be considering during difficult markets.

The Wrong Questions (Originally aired March 26, 2022)

March 28, 2022 17:00 - 26 minutes - 17.9 MB

The Client Relationship and Financial Feelings (Originally aired March 20, 2022)

March 21, 2022 13:00 - 26 minutes - 17.9 MB

On today's show, we talk about what its like to be a client of Maestro Wealth Advisors, and look at some instances where it's important to take feelings into consideration while planning for your financial future.

Financial Problem Solving (Originally aired March 12, 2022)

March 14, 2022 14:00 - 26 minutes - 17.9 MB

The Planning Process (Originally aired March 5, 2022)

March 07, 2022 13:00 - 26 minutes - 17.9 MB

Business Planning With Guest Jimmy Eggers of Smith-Leonard Accountants

February 14, 2022 12:00 - 26 minutes - 17.9 MB

On this episode of How Money Works, we’re talking with Jimmy Eggers, a partner at Smith Leonard Accountants and Consultants in High Point, N.C. He will be sharing business-planning expertise, strategies and mistakes business owners make. Jimmy specializes in family wealth, tax planning and compliance for businesses in the manufacturing, construction, distribution, retail, real estate, and not-for-profit industries.