How Money Works
104 episodes - English - Latest episode: 12 days ago -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
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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.
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Episodes
Financial Wisdom Through The Lens of Mark Twain
July 02, 2024 09:00 - 22 minutes - 20.3 MBEver wondered how the timeless wisdom of Mark Twain applies to finance? Known for his wit and profound observations on life, Twain's words offer more than just entertainment—they provide valuable lessons for managing your finances. Join us as we discuss financial tips through the lens of some classic Mark Twain quotes. Here’s some of what we discuss in this episode: Planning and preparing for the unpredictable. How to convert your investments into cash flow. Building a retirement ...
Are You Making These Rookie Mistakes With Your Investments?
June 20, 2024 09:00 - 19 minutes - 17.8 MBInvesting can be a daunting task, especially for those who are just starting out. Even seasoned investors can fall into common traps that can derail their financial goals. In this episode, we’ll share our experience on how to avoid rookie investing mistakes and build a solid financial plan. Here’s some of what we discuss in this episode: Making sure that you make investments with a purpose. Avoiding emotional decision making. Keeping focused and avoiding going after ‘hot tips.’ ...
The Most Common 401k Mistakes
June 06, 2024 09:00 - 11 minutes - 10.8 MBThe 401(k) is a great tool. It's easy and painless, which makes it a great way to build our savings. But it's also easy and painless, which also means we tend to forget about it for long periods of time. Today we’re going to talk about a few of the places where people make mistakes with their 401(k). Here’s some of what we discuss in this episode: Why it’s usually better to move money out of an old employer plan. Don’t leave money on the table by no...
The Emotional Side of Investing
May 16, 2024 09:00 - 17 minutes - 15.6 MBHave you ever felt a rush of excitement when your investments soared, or a pang of fear when they plummeted? You're not alone. Emotions can play a powerful role in our financial decisions, sometimes leading us astray from our long-term goals. In this episode, we’ll dissect the emotional undercurrents that can influence our investing behavior. Here’s some of what we discuss in this episode: Too many times, greed comes from a misunderstanding of returns. You need a portion of your inv...
The Great Reset
May 02, 2024 09:00 - 22 minutes - 20.7 MBAs the baby boomer generation begins reaching the later stages of life, a staggering amount of wealth is set to change hands. Experts estimate that between $40 trillion to $100 trillion will be transferred to younger generations over the next two decades. This seismic financial shift is not just about numbers; it's about families, legacies, and the future of personal wealth. On this episode, Craig and Jennifer tackle the intricacies of this great wealth transfer. Here’s some of what we...
Agree or Disagree with These Financial Statements?
April 18, 2024 09:00 - 26 minutes - 24.4 MBToday we’re going to have a little fun weighing in with a spirited game of 'Agree or Disagree,' where Craig and Jennifer dissect and debate some of the most pressing financial questions facing individuals today. Here’s some of what we discuss in this episode: Whether you should pay off your mortgage as soon as you can. Are individual bonds better than bond funds? Should you get rid of your life insurance in retirement? What are the best ways to utilize annuities? Is it better ...
Navigating Unexpected Retirement: Pensions, Severance Packages & More
April 04, 2024 09:00 - 13 minutes - 12.4 MBThe journey to retirement is rarely a straight path, and sometimes it comes with a few surprises. So, when the rug is pulled out from under you with an unexpected retirement offer, do you take the money and retire, or get back on the job hunt? Join Craig and Jennifer as they discuss the complex decisions that come with retiring early in this episode. Here’s some of what we discuss in this episode: Should you accept retirement buyout offers if it includes a severance? The importance ...
Surprising Uses For Life Insurance
March 21, 2024 09:00 - 20 minutes - 19 MBMost people think about life insurance as a safety net for their loved ones in case of unexpected tragedy. While this is undoubtedly a crucial aspect, there is more to life insurance than many people are aware of. In this insightful episode, we’re focusing on the multifaceted world of life insurance and its often-overlooked benefits. Here’s some of what we discuss in this episode: Considering life insurance for income replacement + obtaining it when you’re healthy The role of life i...
Financial Considerations For Job Transitions
March 07, 2024 10:00 - 21 minutes - 19.8 MBBeing in between jobs can be frustrating. If you find yourself in this season, it’s important to have a clear plan of action to keep your finances in order. Stay tuned as Craig and Jennifer discuss some areas to consider for those facing job changes, layoffs, or contemplating early retirement. Here’s some of what we discuss in this episode: Do you have enough time and resources to start over in a new career? The considerations should be made before venturing into entrepreneurship ...
Down The Homestretch of Retirement Planning
February 15, 2024 10:00 - 23 minutes - 22 MBThe decade leading up to retirement comes with many things to think about. Not only are there some financial shifts and opportunities to navigate, but it’s important to keep your physical health and goals for retirement in focus too. In this episode, we’ll unpack the key elements that matter most during the home stretch of retirement planning. Here’s some of what we discuss in this episode: Staying active and healthy in the later years of your career Figuring out what you’re retirin...
Why Business Owners Need to Have a Sense of Urgency
February 01, 2024 10:00 - 21 minutes - 20 MBIt’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 your attention and explain why it’s necessary to have a sense of urgency with these things. Here’s some of what we discuss in this episode: Business owners need to be thinking about the what ifs for their business. Why you need to prioritize having an emergency fund built for 3-6 mon...
New Year’s Financial Checklist for 2024
January 18, 2024 10:00 - 10 minutes - 9.85 MBEveryone 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 some tips for staying organized, and make sure you’re making the most out of your retirement contributions in the coming year. Staying on top of your overall financial health will give you the opportunity to make adjustments before it’s too late and help you stay on track to reach your retireme...
The Keys to Good Financial Health
January 04, 2024 10:00 - 12 minutes - 11.4 MBWe 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 health. Each of the things we’ll discuss today might seem pretty straightforward or even obvious, but they are often overlooked or ignored. So let’s lay out some easy steps you can take in the new year to make sure your financial health gets a Here’s some of what we discuss in this episode: ...
Retirement Questions You Can’t Answer
December 21, 2023 10:00 - 21 minutes - 19.5 MBHaving 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 questions that don’t have answers yet? We’ll dive into the unpredictable world of financial planning and talk about how to stay informed and adaptable in retirement. Here’s some of what we discuss in this episode: What economic indicators should you be paying attention to? Recent trends...
Tax Consequences for Different Account Types
December 07, 2023 10:00 - 12 minutes - 11.2 MBIn 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 IRAs can provide over time. Tax planning might not be the most exciting thing to dive into, but understanding the different tax strategies can help you keep more money in your pocket. Here’s some of what we discuss in this episode: The pros and cons of tax-deferred accounts, which most peopl...
Cutting Corners in Retirement Planning
November 16, 2023 10:00 - 22 minutes - 20.9 MBIn 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 estate planning, this episode sheds light on some crucial aspects of financial preparedness. Stay tuned to see why thorough, proactive planning and informed decision making are so important in the world of finance. Here are some of the cut corners we discuss in today’s show: Taking too mu...
What Does It Mean to Be Risk Averse?
November 02, 2023 09:00 - 14 minutes - 12.9 MBEveryone 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 we determine someone’s true capacity for risk? In this episode, we’ll tell you about an online tool we use with people to find out which range of outcomes they’re comfortable with and explore the idea of being risk averse and what that truly means to planning. Here’s some of what we disc...
Financial Planning with Forrest Gump
October 19, 2023 09:00 - 15 minutes - 35.3 MBIt’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 all time, winning multiple Oscars and grossing more than $600 million at the box office, and it still holds up today with its memorable quotes. Today we’re going to share some of our favorites but apply a little financial planning lesson from what Forrest said. And that’s all we have to say...
When is it Okay to Procrastinate?
October 05, 2023 09:00 - 11 minutes - 26.8 MBIf you’re someone who likes to procrastinate, especially when it comes to your finances, then this episode might be just what you need. We’re going to ask Craig and Jennifer about some planning items and find out whether it’s okay to put things off for later or whether they need our attention now. Here’s some of what we discuss in this episode: Why you may or may not want to defer taxes until a later date. Should we always make it a priority to pay off all of our debt? Estate plan...
All About Annuities
September 21, 2023 09:00 - 21 minutes - 29.4 MBAre you considering incorporating annuities into your financial planning but find them too complex to comprehend? You're not alone. Annuities are often misunderstood, and this lack of understanding can deter people from utilizing this financial tool. In this episode of our podcast, we delve deep into the world of annuities, exploring their complexities, benefits, risks, and real-world applications. Here is some of what we’ll discuss on today’s show: Before you can dive into annu...
Obvious Financial Moves That Aren’t Always So Obvious
August 24, 2023 09:00 - 22 minutes - 31.4 MBAll the statements we’re going to talk about on the show today are all commonsense items that pretty much no one would disagree with on the surface. But for some reason, our actions often don’t line up with the obvious strategies. Let’s talk about why that is and what we need to do to stay on track. Here is some of what we’ll discuss on today’s show: Why is it so difficult for investors to follow the strategy of buying low and selling high? Investors don’t think of a down sto...
Investing By Profession
August 17, 2023 09:00 - 21 minutes - 29.8 MBWhat we want to do today is think about the clients we work with, the styles of people that we see, and determine if there are any investing similarities between people in the same industry. The mindset and the skillset that drove them into the profession might also affect how they plan – or don’t – for retirement. It’s an interesting exercise but one that will be fun to talk through and discuss. Join us to see if your profession is on the list and let us know if you’ve seen similar t...
Taking A Look At Retirement Statistics
August 03, 2023 09:00 - 21 minutes - 29.3 MBToday we’re talking about retirement statistics. For example, did you know that 56% of Americans lose sleep when they think about retirement? That’s no way to live your life. That’s why we’re here to help you plan. We’ll share some more stats that will make you think and might even change your mind on some topics. As always, if you have questions about retirement or investing, feel free to reach out to us for help. Here is some of what we’ll discuss on today’s show: ...
Is Your Plan Facing Imminent Disaster?
July 20, 2023 09:00 - 19 minutes - 17.8 MBLet’s talk about some of the areas of your financial life where disaster might be right around the corner. Too many people are walking around with no documents, or documents that are in desperate need of an update. Don’t let this be you. As always, if you have questions about retirement or investing, feel free to reach out to us for help. Here is some of what we’ll discuss on today’s show: Out of date legal documents (0:39) Tax time bombs (8:54) The classic 60/40 port...
Evaluating Long-Term Care Options
July 06, 2023 09:00 - 19 minutes - 27.1 MBOn the list of dozens of retirement-related concerns, how high on the list does the potential need for long-term care rank for you? If you live long enough, chances are you will need extra medical help, and those expenses can add up quickly. On today’s show, we’ll share some questions you should consider when deciding whether you need long-term care insurance. Here is some of what we’ll discuss on today’s show: How likely is it for someone to self-fund their long-term care? (6:1...
Financial Laws To Guide Your Planning
June 15, 2023 09:00 - 19 minutes - 26.7 MBJust like the law of gravity in physics, there are financial laws that we need to consider. We’ll share several important ones today, including the laws of behemoths, rising taxes, market movement and expectations. Do you know what the behemoths are? Tune in to today's show to find out more! As always, if you have questions about retirement or investing, feel free to reach out to us for help. Here is some of what we’ll discuss on today’s show: The Law of Behemoths (0:37) ...
Things to Consider with Your 401(k)
June 01, 2023 09:00 - 13 minutes - 19 MBFor 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 match up to a certain percentage. Since a 401(k) is so easy to use, there may be some things you’re overlooking with it. Tune in as we cover some important 401(k) considerations in this episode. Here is some of what we’ll discuss on today’s show: A 401(k) is not very liquid. (2:0...
Ep 77: Grading Your Financial Competency
May 18, 2023 09:00 - 23 minutes - 33 MBWhen 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 confidently. We’ll explain why it’s so important for your financial future that you know the ins and outs of these questions. Here is some of what we’ll discuss on today’s show: Do you know your net worth right now? (6:00) How much do you spend? (8:33) Do you know how much ris...
Ep 76: Building Your Financial House
May 04, 2023 09:00 - 12 minutes - 16.9 MBFor 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, and roof to withstand the elements, a comprehensive financial plan requires various components to weather any financial storms. Today we’ll share some similarities in building a strong financial plan and a dream home. Here are the structural pieces of your financial home that we'll ...
Ep 75: Don’t Get Lost in Retirement Planning
April 20, 2023 09:00 - 21 minutes - 29.4 MBGetting 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 help you do that. In this episode, we’ll point you to the tools you’ll need to help your financial plan recover and thrive. What we discuss on this episode: Bad tools might be to blame. (0:50) These are the tools you should be using. (3:14) Bad directions might be to blame as well....
Ep 74: Hindsight Is 20/20 in Financial Planning
April 06, 2023 09:00 - 10 minutes - 14.2 MBIt’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. In this episode, we’ll share: The guy who got too scared after 2008 and invested way too conservatively for the next decade, missing out on a gre...
Ep 73: Spring Cleaning Your Finances
March 16, 2023 09:00 - 11 minutes - 16.3 MBFor 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 closet clean out that we can apply to our financial lives. On this episode, we’ll share: Why you need to move 401ks when you leave a company. (0:34) Why you need to dust off your life insurance. (2:10) What to do with money sitting in a savings account. (8:15) Listen to more of our...
Ep 72: Financial Wisdom From Yogi Berra
March 02, 2023 10:00 - 11 minutes - 15.7 MBYogi 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. Yogi loved to state the obvious in a funny, quirky way. From “A nickel ain’t worth a dime anymore,” to “When you come to a fork in the road, take it,” we’ll explain what these sayings have to do with your financial future. On this episode, we’ll share: A nickel ain’t worth ...
Ep 71: Why Is The Market So Volatile?
February 16, 2023 10:01 - 10 minutes - 14.3 MBDuring 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. On today’s show, we’ll explain how the market, finances, real estate and more have changed over the past couple years. On this episode, here's some of what we'll discuss: Why did the market go up during the pandemic? (0:29) The market is struggling. What do we do now? (4:32)...
Ep 70: Things You Think You Know (But Probably Don’t)
February 02, 2023 10:02 - 22 minutes - 30.9 MBWhen it comes to financial planning, it’s OK to admit that you don’t know the answer to something. The real danger is thinking you know the answer to something when you actually have it all wrong. Today we’re discussing some of the things people think they know, but in reality they really don’t. On this episode, we’ll share: How much income you’ll need in retirement. (0:46) How much investment risk should you take? (3:31) When should you jump in or out of the market? (9:40) Get...
Ep 69: Financial Truths in Planning
January 19, 2023 10:00 - 12 minutes - 17.8 MBToday we’re sharing some financial truths that we can state with confidence. For example, did you know that the market moves in cycles? Or how about the fact that you probably aren’t as risk tolerant as you think you are? We’ll discuss everything from the media to “magic bullets” and what you need to know about money to get your financial knowledge in order. On this episode, we’ll share: Why the media can be your biggest enemy. (0:35) How emotions are rarely your friend when making fi...
Ep 68: The Desire To Retire
January 05, 2023 10:00 - 12 minutes - 16.6 MBDifferent people have different levels of desire when it comes to finding their retirement date. Today we’re exploring these different levels of desire. Which of these statements below sounds most like you and your retirement plan? On this episode, we’ll share: I never see myself retiring. I love what I do. (0:50) I can probably retire, but the job pays pretty well and I don’t hate it. (2:28) I’d like to retire soon, but I have no idea if I can. (4:58) Get additional financial reso...
Ep 67: Retirement on the Gridiron
December 15, 2022 10:00 - 11 minutes - 15.4 MBToday’s show combines two fun topics – finances and football. Believe it or not, planning for your financial future has some similarities to the sport of football. In retirement planning, some people try to be successful without having a coach at all. Others keep the same coach that they’ve had for years, even though things aren’t working out with him. We’ll explain why you need to design a portfolio that puts you in victory formation. On this episode, we’ll share: Why mistakes in th...
Ep 66: Overrated Concepts in the Financial World
December 01, 2022 10:00 - 11 minutes - 16.3 MBMany things in the financial world are critical to your future financial success. But not everything is all it’s cracked up to be. On this episode, we’ll share: Why tax advantages are overrated and you need to consider whether spending money is even necessary. (0:46) Nobody is denying the power of compound interest over time. But placing too much emphasis on rate of return can be dangerous. (3:06) How emotions can negatively affect your financial future. (7:39) Get additional fin...
Ep 65: Social Security Myths
November 17, 2022 10:00 - 12 minutes - 16.8 MBHow much do you know about Social Security? You might think you know a lot about this topic, but there are a lot of myths out there to be aware of. On today’s show, we’re sharing three big Social Security myths you need to know. For example, is there a perfect time to start collecting it? Social Security is such a complicated topic without a one-size-fits-all answer. We’ll explain what you need to know. On this episode, we’ll share: Is there a perfect time to collect Social Security...
Ep 64: Key Characteristics of a Good Financial Advisor
November 03, 2022 09:00 - 12 minutes - 11.7 MBToday we’re chatting about the characteristics of financial advisors. Everyone has different personalities, but what should you look for in an advisor? How much should likeability and listening skills play into the person you choose? How much emphasis do you place on things like trust, areas of expertise, and the ability to solve problems? You want to find someone who resonates with you and can help you build a strong financial future. What we discuss in this episode: How do you develo...
Ep 63: How to Handle a Stinky Stock Market
October 20, 2022 09:00 - 20 minutes - 19.1 MBAt times like these when the market is volatile, and trending down, it’s inevitable that we get a lot of questions about it. As we tell people, the weather’s changing, the leaves are starting to get red, and the stock market stinks right now. On today’s show, special guest Richard Duff, president of Redwood Investment Management, joins us to talk about this important topic. We’ll share what’s going on with the stock market and how best to respond. What we discuss in this episode: Why t...
Ep 62: Take Out the Trash in Your Financial Life
October 06, 2022 09:00 - 14 minutes - 19.4 MBSometimes you just need to go through your financial life and take out the trash. Today we’re talking about the things that might need to be thrown out. From debt to hidden fees, we’ll explain how some financial trash could be hurting your retirement plans and financial security. What we discuss in this episode: Why debt is not a problem for some people but can really hurt other people’s retirement. (1:26) Why taking on more risk can sometimes backfire on your finances. (3:46) ...
Ep 61: Mailbag: Mortgages, Charities and Retirement Goals
September 15, 2022 09:00 - 16 minutes - 23.3 MBWe're taking your questions by email this week to see what’s on your mind and how we can help with your finances. What we discuss on this episode: Seth has always given a few hundred dollars to charities in previous years, but he wants to know if he can get tax credit for that. (0:41) Rhonda wonders if she should save more for retirement or pay more towards her mortgage. (7:35) Floyd worries he’ll never be able to retire. He has $500,000. Should he plan to work forever? (12:06) ...
Ep 60: Annuities 101
September 01, 2022 09:02 - 11 minutes - 15.7 MBThere’s a lot of confusion out there about annuities, probably because there are different types that do different things. We’ll explain how they work and how they might be used in your financial plan. What we discuss on this episode: 1:22 – Immediate annuity 2:55 – Tax-deferred annuity 4:06 – Fixed annuity 5:07 – Fixed index annuity 6:30 – Pros and cons 8:15 – Volatility 9:09 – Annuity contracts Get additional financial resources: https://maestrowealth.com/how-...
Ep 59: A Message To Good Savers
August 18, 2022 09:00 - 20 minutes - 28.2 MBSo you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily. What we discuss on this episode: 0:43 – Too much cash 3:36 – Too much risk 6:16 – Tax time bomb 10:08 – Taxable events 15:48 – Spending money Get additional financial resources: https://maestrowealth.com/how-mon...
Ep 58: The Final Decade Before Retirement
August 04, 2022 09:00 - 17 minutes - 24.6 MBIf you’re about a decade away from retirement, there are some important steps you need to take now to get ready. We’ll share some top tips for being prepared for stepping away from work. What we discuss on this episode: 0:46 – What’s important 4:17 – Market drops 6:08 – Health care 11:11 – Changing needs 14:45 – Retiring early Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/
Ep 57: Retirement Planning is Harder Than it Looks
July 21, 2022 09:00 - 13 minutes - 17.9 MBAs advisors, we are constantly immersed in retirement planning. But for the average person, retirement planning can be a lot harder than it looks. Today, we’ll break down whether Social Security, risk, diversification, and 401(k)s are truly easy or a bit more complicated than we realize. What we discuss on this episode: 0:53 – Social Security 4:06 – True diversification 6:21 – Managing risk 8:36 – 401(k) rollovers Get additional financial resources: https://maestrowea...
Ep 56: Retirement Planning For Business Owners
July 07, 2022 09:00 - 11 minutes - 16.1 MBBusiness owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Today we’ll address a few of these issues and help you become better prepared when it comes to building your financial plan. What we discuss on this episode: 0:46 – Retirement taken care of 3:17 – Money in the business 4:56 – Selling the business Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/
Ep 55: What is Your Risk Tolerance Level?
June 16, 2022 09:00 - 11 minutes - 16.5 MBAre you someone who doesn’t mind riding the rollercoaster of investment ups and downs? If so, you are more of a risk-taker. But not everyone is. Today we’re talking about risk tolerance and how to figure out what your level is. What we discuss on this episode: 0:27 – What is risk tolerance? 3:42 – Determining your tolerance 5:50 – Different tolerances 8:00 – Annuity or fixed index Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/