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.
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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Episodes
Ep 54: Financial Proverbs That Can Help You
June 02, 2022 09:00 - 11 minutes - 15.3 MBWe made a list of some financial proverbs that we thought might be able to help you in your financial situation. Find out what you can glean from these wise words. What we discuss on this episode: 0:31 – Bird in the hand 2:24 – Rising tide 4:08 – Eggs in one basket 7:00 – One man’s trash Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/
Ep 53: DIY Financial Planning
May 19, 2022 09:00 - 19 minutes - 26.9 MBPeople love do-it-yourself projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design and how to do those things without professional help. Today we're talking about the DIY mentality in retirement planning. What we discuss on this episode: 0:47 – Don’t want to spend money 4:20 – Market downturns 9:04 – Money management 15:36 – DIY fails Get additional financial resources: https://maestrowealth.com/how-money-w...
Ep 52: Things You Don’t Consider for Retirement
May 05, 2022 09:00 - 21 minutes - 29.2 MBWhen planning your retirement, there are some key details you need to consider. For instance, will you need to support your parents or kids later on? We’ll explore this and other questions on today’s show. What we discuss on this episode: 0:22 – Sandwich generation 3:08 – Quitting your job 9:25 – Retiring from something 15:12 – Major purchases 18:35 – Surviving spouse Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/
Ep 51: Style vs. Substance in the Financial World
April 21, 2022 09:00 - 10 minutes - 14 MBOn today’s show we’re talking about some of the stylish things in the financial world that can distract you from the substance that you should really be focused on. We’ll explain why you should watch out for sales brochures, hypothetical projections and testimonials. What we discuss on this episode: 1:20 – Sales brochures 3:44 – Hypothetical projections 5:40 – Testimonials 7:12 – Advisor rewards Get additional financial resources: https://maestrowealth.com/how-money...
Ep 50: Are You Asking the Wrong Questions About Your Finances?
April 07, 2022 09:00 - 10 minutes - 14.4 MBA lot of people have questions about their retirement plan, but you might be asking the wrong questions. We’ll share some common wrong questions and what better questions might be. What we discuss in this episode: 0:52 – How much to save? 3:07 – Long-term care insurance 6:10 – The highest return Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/
Ep 49: What it’s Like to Be Our Client
March 17, 2022 09:00 - 11 minutes - 16 MBToday we’re focusing on what it’s like to be our client. We’ll explain how the relationship between a client and financial advisor evolves and how having an advisor can be beneficial for you. What we discuss in this episode: 0:33 – Evolving relationship 4:13 – Sharing life 5:02 – Checking in 6:30 – Out of the norm 8:40 – Memorable victories Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/
Ep 48: Do You Want to Retire Early?
March 03, 2022 10:00 - 13 minutes - 18.1 MBSometimes we have clients who want to retire early. But how much earlier do they mean, and is this a realistic goal? We’ll share some challenges they face and how to know if early retirement is for you. What we discuss in this episode: 0:34 – How early? 2:24 – The gap 3:54 – Inflation 5:46 – Investing while saving 7:36 – Challenges of retiring early 10:44 - Insurance Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/
Ep 47: CPA Shares Business Advice, Mistakes to Avoid
February 17, 2022 10:00 - 21 minutes - 29 MBIf you are a seasoned business owner, today’s episode is for you. Jimmy Eggers, a partner at Smith Leonard Accountants and Consultants in High Point, N.C., is sharing business-planning expertise, strategies and mistakes business owners make. What we discuss in this episode: 2:15 – Business mistakes 5:35 – Unwinding a business 10:42 – Keep more money 12:36 – Employees 14:38 – Retirement account 17:45 – Outside of retirement accounts Get additional financial resources:...
Ep 46: Answering Your 401k FAQs
February 03, 2022 10:00 - 12 minutes - 16.9 MBWe get a lot of questions about 401Ks, so we thought it would be a good idea to address as many of them as we can. See if your 401k question is addressed on today’s show. What we discuss in this episode: 1:22 – Advice from company plan 4:21 – Max out 401k? 7:12 – Target date funds 9:12 – 401k loan Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/
Ep 45: Financial Planning Tips for Couples
January 20, 2022 10:00 - 11 minutes - 15.4 MBWhat do married couples tend to disagree about when it comes to money? What financial matters do they often fail to communicate about? We’ll share some of the primary things that need to be discussed and decided between partners before true financial planning can begin. What we discuss on this episode: 0:26 – What couples disagree about 3:07 – Ready to retire? 4:15 – What you need to discuss 6:32 – One spouse handling finances 8:19 – Helping couples get on the same page ...
Ep 44: The First Steps in a Financial Plan
January 06, 2022 10:00 - 11 minutes - 15.9 MBFor some folks, the idea of putting together a financial plan can be overwhelming. But it’s less threatening if you just focus on the first step. Let’s talk about a few possible first steps that you could take. Read more and get additional financial resources here: https://maestrowealth.com/2022/01/06/ep-44-the-first-steps-in-a-financial-plan/ What we discuss on this episode: 1:08 – Retirement dreams 2:50 – Financial inventory 6:25 – Income plan
Ep 43: How Do You Know?
December 16, 2021 10:00 - 15 minutes - 21.7 MBHow much money will you need in retirement? Do you still need life insurance? How much risk should you take? We’ll help answer these questions and more on today’s show. Read more and get additional financial resources here: https://maestrowealth.com/2021/12/16/ep-43-how-do-you-know/ What we discuss on this episode: 0:34 – Income 4:43 – Life insurance 8:37 – Risk 11:30 – Fees
Ep 42: Questions People Ask Financial Advisors
December 02, 2021 10:00 - 10 minutes - 14.7 MBBefore meeting with an advisor for the first time, people often Google “questions to ask a financial advisor” and come in with a list of questions that they find. Are these good questions? Is there anything different you should ask? And what answers should you look for? Read more and get additional financial resources here: https://maestrowealth.com/2021/12/02/ep-42-questions-people-ask-financial-advisors/ What we discuss on this episode: 0:42 – Are you a fiduciary? 2:00 – ...
Ep 41: Watch Out for These Financial Half-Truths
November 18, 2021 10:00 - 12 minutes - 17.1 MBWe hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. We’ll share a few examples. Read more and get additional financial resources here: https://maestrowealth.com/2021/11/18/ep-41-watch-out-for-these-financial-half-truths/ What we discuss on this episode: 1:16 – Don’t worry about losses 6:52 – Fees in portfolio
Ep 40: How Delayed Gratification Can Help Your Finances
November 04, 2021 09:00 - 16 minutes - 22.7 MBDelayed gratification is a difficult skill to master and that’s just as true with financial matters as it is in the other areas of your life. Let’s talk about some instances where you might be faced with a choice of being satisfied now or satisfied later. Read more and get additional financial resources here: https://maestrowealth.com/2021/11/04/ep-40-how-delayed-gratification-can-help-your-finances/ What we discuss on this episode: 0:50 – Budget vs. 401k match 4:12 – Compo...
Ep 39: Insightful Quotes from Great Investors
October 21, 2021 09:00 - 12 minutes - 17.5 MBThere are some insightful quotes out there from great investors and financial authors. Let’s find out how they might apply to your financial situation. Read more and get additional financial resources here: https://maestrowealth.com/2021/10/21/ep-39-quotes-from-great-investors/ What we discuss on this episode: 4:06 – Four dangerous words 5:43 – Worst enemy 7:45 – No risk 10:01 – Dangerous people
Ep 38: Income Planning Essentials You Need to Know
October 07, 2021 09:00 - 11 minutes - 16.4 MBBefore you head off into retirement, make sure you’re well versed in these retirement income planning essentials. We’ll explain what they are and why you need to know about them. Read more and get additional financial resources here: https://maestrowealth.com/2021/10/07/7597/ What we discuss on this episode: 0:35 – Income plan 3:28 – Social Security 6:45 – Inflation 8:52 – Bond income
Ep 37: What You Need to Know About RMDs
September 16, 2021 09:00 - 12 minutes - 16.7 MBWe get a lot of questions about RMDs, or required minimum distributions. Some people don’t know anything about them, while others have misconceptions about how they work. Today, we’ll explain what you need to know. Read more and get additional financial resources here: https://maestrowealth.com/2021/09/16/ep-37-what-you-need-to-know-about-rmds/ What we discuss on this episode: 0:22 – What are RMDs? 3:53 – Age 72 6:27 – Get out of an RMD
Ep 36: Watch Out For These Financial Advisor Red Flags
September 02, 2021 09:00 - 12 minutes - 17.3 MBLet’s talk about some of the red flags that people can look out for when they’re shopping for a financial advisor. Have you ever met with one of these types? Read more and get additional financial resources here: https://maestrowealth.com/2021/09/02/ep-36-watch-out-for-these-financial-advisor-red-flags/ What we discuss on this episode: 0:26 – Hammer 3:50 – Hog 5:24 – Car trunk 7:25 – Empty suit 8:32 – Non-answerer 9:50 – Just give us your money
Ep 35: Most Common Retirement Mistakes
August 19, 2021 09:00 - 14 minutes - 19.5 MBToday we’re sharing five of the most common retirement mistakes. Find out what they are and how you can avoid them. Read more and get additional financial resources here: https://maestrowealth.com/2021/08/19/ep-35-most-common-retirement-mistakes/ What we discuss on this episode: 0:46 – Ignoring tax implications 4:04 – Social Security 6:43 – Returns instead of income 8:07 – Friends and family 11:20 – Too aggressive or conservative
Ep 34: Universal Truths of Retirement Planning
August 05, 2021 09:00 - 11 minutes - 15.2 MBNo matter how much money you make, where you live or when you’re retiring, there are some universal truths that apply to everyone’s finances. Find out what they are. Read more and get additional financial resources here: https://maestrowealth.com/2021/08/05/ep-34-universal-truths-of-retirement-planning/ What we discuss on this episode: 0:55 – Income plan 3:01 – Long-term care 5:57 – Timing stock market 8:10 – Life span
Ep 33: How SECURE Act 2.0 Could Affect You
July 15, 2021 09:00 - 12 minutes - 16.8 MBSECURE Act 2.0, son of the SECURE Act, has come out and we'll explain what has changed and how it could affect you. Read more and get additional financial resources here: https://maestrowealth.com/2021/07/15/ep-33-how-secure-act-2-0-could-affect-you/ What we discuss on this episode: 2:03 – Required minimum age 4:04 – Reducing the penalty 4:51 – Auto enroll 5:39 – Catch up contributions 6:44 – Matching funds on student loan payoffs 7:49 – Find 401ks more easily 8:...
Ep 32: Social Security Myth Busting
July 01, 2021 09:00 - 11 minutes - 15.5 MBOn this episode of How Money Works, Craig and Jennifer Moser explain some of the common myths around Social Security and how to educate yourself on this crucial topic. Read more and get additional financial resources here: https://maestrowealth.com/2021/07/01/ep-32-social-security-myth-busting/ What we discuss on this episode: 0:25 – Mailbag: Sell properties to pay off house? 4:49 – Social Security Administration 5:40 – Stay-at-home moms 6:44 – Taxes 9:04 – Retirement
Ep 31: Classic Retirement Planning Mistakes
June 17, 2021 09:00 - 10 minutes - 15.7 MBOn this episode of How Money Works, Craig and Jennifer Moser explain some of the common retirement mistakes people make and how you can avoid them. Read more and get additional financial resources here: https://maestrowealth.com/2021/06/17/ep-31-classic-retirement-planning-mistakes/ What we discuss on this episode: 1:15 – Investments with no purpose 5:35 – Not understanding risk 7:49 – Emotional decision-making
Ep 30: The Retirement Marathon
June 03, 2021 09:00 - 10 minutes - 15.3 MBOn this episode of How Money Works, Craig and Jennifer Moser explain how getting through retirement can be a lot like running a marathon. Read more and get additional financial resources here: https://maestrowealth.com/2021/06/03/ep-30-the-retirement-marathon/ What we discuss on this episode: 1:16 – Planning and preparation 3:35 – Proper diet 6:07 – Don’t start too fast
Ep 29: Reasons to Get Life Insurance
May 20, 2021 09:00 - 10 minutes - 14.8 MBPeople often have questions about life insurance. It’s not a sexy topic, but it is an important one. We’ll explain why. Read more and get additional financial resources here: https://maestrowealth.com/2021/05/20/ep-29-reasons-to-get-life-insurance/ What we discuss on this episode: 0:48 – Income replacement 2:06 – Estate liquidity 3:15 – More coverage at cheaper price? 4:20 – Estate equalizer 5:07 – Distribution 6:28 – Long-term care insurance
Ep 28: How Retirement Planning is Like Baseball
May 06, 2021 09:00 - 10 minutes - 13.9 MBOn this episode of How Money Works, Craig and Jennifer Moser share what you can learn about retirement planning from the game of baseball. Read more and get additional financial resources here: https://maestrowealth.com/2021/05/06/ep-28-how-retirement-planning-is-like-baseball/ What we discuss on this episode: 0:33 – Not about home runs 3:04 – Understand statistics 5:11 – Five-tool player 7:04 – Special coaches
Ep 27: Get to Know Financial Acronym Salad
April 15, 2021 09:00 - 21 minutes - 20.2 MBThe financial world is full of acronyms that get thrown around for convenience, but the average person doesn’t necessarily know what they all mean. We’ll share what they are and what they mean. Read more and get additional financial resources here: https://maestrowealth.com/2021/04/15/ep-27-get-to-know-financial-acronym-salad/ What we discuss on this episode: 4:48 – ETF 5:52 – RMD 9:13 – CFP 13:12 – FRA and NRA 15:12 – COLA 17:07 – CPI
Ep 26: Should You Listen To Dave Ramsey's Advice?
April 01, 2021 09:00 - 15 minutes - 14.5 MBLet’s talk about financial guru Dave Ramsey. He has a huge empire and millions of people listen to him each day, but do we agree with his financial principles? Find out in today’s podcast. Read more and get additional financial resources here: https://maestrowealth.com/2021/04/01/ep-26-should-you-listen-to-dave-ramseys-advice/ What we discuss on this episode: 0:40 – Credit cards 2:39 – Whole life insurance 5:26 – Four types of mutual funds 7:03 – 12% return on mutual f...
Ep 25: The Jigsaw Puzzle of Retirement
March 18, 2021 09:00 - 10 minutes - 10.5 MBTo successfully complete a jigsaw puzzle, there are some strategies you’ll want to keep in mind, and many of those same strategies apply to retirement planning. Read more and get additional financial resources here: https://maestrowealth.com/2021/03/18/ep-25-the-jigsaw-puzzle-of-retirement/ What we discuss on this episode: 1:22 – Look at the big picture 4:00 – Sort by color 6:36 – Have an end game in mind
Ep 24: Do You Know This Financial Jargon?
March 04, 2021 10:00 - 10 minutes - 10.4 MBEvery industry has its own jargon, and financial planning is no different. Today, we’re explaining some common financial jargon and what it means. Read more and get additional financial resources here: https://maestrowealth.com/2021/03/04/ep-24-do-you-know-this-financial-jargon/ What we discuss on this episode: 1:07 – Asset allocation 1:50 – Risk tolerance 2:49 – RMDs 4:42 – Basis point 5:20 – Large, mid and small caps 6:12 – ETF 7:14 – Qualified accounts 8:09 ...
Ep 23: Are You in the Financial Red Zone?
February 18, 2021 10:00 - 12 minutes - 12.2 MBOn today’s episode of How Money Works, we’ll discuss the financial red zone. What is it, and what should you do if you fall in this category? Read more and get additional financial resources here: https://maestrowealth.com/2021/02/18/ep-23-are-you-in-the-financial-red-zone/ What we discuss on this episode: 1:31 – Financial red zone 4:23 – Common mistakes in red zone 5:23 – Different levels of risk 7:06 – Mistake of not having a plan 10:17 – Do-it-yourself mistakes
Ep 22: Clients’ Toughest, Most Unanswerable Questions
February 04, 2021 10:00 - 10 minutes - 12.3 MBOn today’s episode of How Money Works, we’re sharing some of the toughest, most unanswerable questions we get in the financial business. From healthcare to the stock market to taxes, we'll cover some important planning topics. Read more and get additional financial resources here: https://maestrowealth.com/2021/02/04/ep-22-clients-toughest-most-unanswerable-questions/ What we discuss on this episode: 0:58 - When’s the next market crash going to happen? 3:26 – What are heal...
Ep 21: How to Prepare Financially For 2021
January 21, 2021 10:00 - 19 minutes - 20.1 MBOn today’s episode of How Money Works, Craig and Jennifer Moser share some financial tips for 2021 and how to prepare for the year ahead. Read more and get additional financial resources here: https://maestrowealth.com/2021/01/21/ep-21-how-to-prepare-financially-for-2021/ What we discuss on this episode: 2:10 – The coming year 4:43 – 10 rules of investing 5:19 – When all experts and forecasts agree, something else is going to happen 7:06 – The public buys the most at...
Ep 20: How Late Bloomers Can Save More Money
December 30, 2020 19:34 - 9 minutes - 11 MBWhen people come into our office and say they’re not ready for retirement and haven’t saved enough, here’s how we counsel them. On today’s episode of How Money Works, Craig and Jennifer Moser talk about late bloomers and how to help them. Read more and get additional financial resources here: https://maestrowealth.com/2021/01/07/ep-20-not-able-to-retire-how-late-bloomers-can-save-more-money/ What we discuss on this episode: 0:51 – Grown kids still on payroll? 1:57 – Disapp...
Ep 19: Living the Dream in Retirement
December 17, 2020 10:00 - 9 minutes - 10.9 MBWhat does “living the dream” in retirement mean to you? You can’t live it unless you know what it looks like. Read more and get additional financial resources here: https://maestrowealth.com/2020/12/17/ep-19-living-the-dream-in-retirement/ What we discuss on this show: 1:32 – What will retirement look like? 3:23 – What are you retiring to? 5:29 – The importance of a schedule
Ep 18: Beware of These 5 Income Gaps
December 03, 2020 10:00 - 19 minutes - 18 MBLet’s talk about income gaps in retirement. There are probably more gaps than you realize. On this episode of How Money Works, we’ll explain what they are and why you need to know about them. Read more and get additional financial resources here: https://maestrowealth.com/2020/12/03/ep-18-beware-of-these-5-income-gaps/ What we discuss on this show: 0:24 – Paycheck gap 2:55 – Social Security gap 7:08 – Inflation gap 11:52 – Long-term care gap 16:26 – Widow’s gap
Ep 17: Getting Couples on the Same Financial Page
November 19, 2020 10:00 - 13 minutes - 14.5 MBAre you and your spouse on the same page when it comes to finances and retirement planning? On today’s episode of How Money Works, Craig and Jennifer Moser explain why it’s so important. Read more and get additional financial resources here: https://maestrowealth.com/2020/11/19/ep-17-getting-couples-on-the-same-financial-page/ What we discuss on this show: 0:34 – Some couples not on the same page 1:50 – When one spouse defers to the other 2:38 – Examples of couples’ fina...
Ep 16: Pros and Cons of the 4 Worlds of Money
November 05, 2020 10:00 - 19 minutes - 18.9 MBDo you know the four worlds of money and how they affect you? We break down the pros and cons of each. Read more and get additional financial resources here: https://maestrowealth.com/2020/11/05/ep-16-pros-and-cons-of-the-4-worlds-of-money/ What we discuss on this episode: 0:29 – Banking world 3:52 – Insurance world 7:10 – Understanding your options 10:12 – Wall Street world 14:42 – Ways people misuse investing 15:52 – Real estate world
Ep 15: What’s Your Spending Personality?
October 15, 2020 09:00 - 11 minutes - 11.3 MBOn today’s episode of How Money Works, Craig and Jennifer Moser break down the different personalities of spenders and how those traits could affect your retirement. YOLO spender Using the “You Only Live Once” philosophy, these spenders go overboard on lavish expenses and purchases. These tend to be people who didn’t have much money and then inherited a bunch. They often feel guilty for getting so much money. Some want to give family members a lot of money or spend lavishly. But we alw...
Ep 14: Financial Planning Personalities by Profession
October 01, 2020 09:00 - 12 minutes - 16.7 MBPeople in certain professions tend to approach financial planning the same way as their peers. On today’s How Money Works podcast, we look at teachers, doctors, engineers and more. In our experience, people in certain jobs tend to approach financial planning the same way. On today’s episode of How Money Works, we explain some of the positives and challenges of advising people in different professions. Teachers Teachers have pensions that are pretty reliable, and they tend to be interes...
Ep 13: Retirement Fact or Fiction
September 17, 2020 09:00 - 11 minutes - 16.2 MBOn today’s episode of How Money Works, let’s have some fun and play retirement fact or fiction. Keep in mind, as with many retirement planning scenarios, the answer is not always clear-cut because it depends on your situation. One common question we get is whether social security can be taxable. Well, it’s a definite maybe. It depends on how much social security you have and whether that number exceeds a certain threshold. If so, then it will start to be taxable income. “It’s not what yo...
Ep 12: How to Avoid Flirting With Financial Disaster
September 03, 2020 09:00 - 15 minutes - 22.8 MBOn today’s episode of How Money Works, let’s talk about some of the areas of your financial life where you might be flirting with disaster and how you can fix it. Out-of-date legal documents It’s not something people think about often, but having your legal documents up to date is crucial. “When is the last time you whipped out your will and read it? Well, never,” said Craig. Maybe you created legal documents when your kids were young but now they’re older. Have you updated those...
Ep 11: Estate Planning Advice For Women
August 20, 2020 09:00 - 25 minutes - 36 MBWhether you are a single, married, divorced or widowed woman, this episode is for you. This week, our special guest is Lynn Michael, an estate planning attorney who knows what challenges and opportunities women face in planning for the future. “I really like hearing everyone’s stories, because it seems to me that everybody’s got kind of the same fears and the same desires,” said Lynn. “And regardless of where they come from, they want the same outcome. They want what’s best for themselves ...
Ep 10: The Importance of Third-Party Financial Planning
August 06, 2020 09:00 - 19 minutes - 27.2 MBHiring a third-party financial planner is crucial to helping you plan for retirement and manage your money. Today, we’re breaking down some of the ways a financial advisor can help you. One of the big financial risks people face is running out of money. If you want to retire early, for example, an advisor can help you determine if you’re taking too much out of your nest egg or if you’re invested too aggressively. Running an analysis can help provide strategies to achieve the kind of retire...
Ep 9: Tax Planning with Addison Maille
July 16, 2020 09:00 - 20 minutes - 27.5 MBBusiness owners and investors have dealt with a difficult 2020 as we reach the midway point and could likely use any advantage they can find. That’s why we wanted to bring on Addison Maille from Sharrard, McGee & Co, PA. He’s the Tax Manager at the company, which serves the Triad area, and he works closely with business owners in different planning areas. Two specific topics we wanted to get his insight on were business succession planning and real estate investing tax challenges. We’ll ...
Ep 8: Building a Business with Ken Gwyn of Bulldog Group
July 02, 2020 09:00 - 22 minutes - 30.8 MBWe’re fortunate to live in a community with many great small businesses whose owners are willing to share their experience. Today we wanted to bring on one of those people to provide some inspiration and help motivate anyone that aspires to start a business. Ken Gwyn is the CEO at Bulldog Group, which has its corporate offices in downtown Winston-Salem, and has learned a lot over the course of three decades. Our goal for the show is to get some of his insight on running and growing a bus...
Ep 7: The Latest on COVID-19 with Dr. Jason Thomason
June 18, 2020 09:00 - 1 minute - 2.07 MBEven though we’re four months into the coronavirus pandemic in North Carolina, it still feels like we have more questions than answers. We’re heading into the summer months with worry about how safe things truly are and uncertainty about when we’ll be able to contain the virus. It’s a massive problem that we’re all dealing with right now and we want to attempt to find some answers. Let’s put the economic effects aside for this episode and focus directly on what we’re facing with COVID-19. ...
Ep 6: What Benjamin Franklin Quotes Teach Us About Financial Planning
June 04, 2020 09:00 - 12 minutes - 17.5 MBFew people have made the lasting impact that Founding Father Benjamin Franklin has. Many of the values he believed in and much of the wisdom he shared is still followed centuries later. He provided us with a long list of quotes that continue to get referenced in modern day discussions. You could be surprised to hear how many of these can apply to financial planning even if that might not have been the original intention. On this episode of the How Money Works podcast, we’ll pull a handfu...
Ep 5: How Has COVID-19 Impacted the Triad Real Estate Market?
May 21, 2020 09:00 - 13 minutes - 19.1 MBWith the economy starting to open back in many different states, the hope is that we’ll start to see things begin to stabilize and improve for small businesses. But what can we expect from the real estate market in 2020? How much has it been impacted and is there opportunities to be found? Every state is different so we wanted to bring a local expert on the show to give us insight into the Piedmont Triad so we reached out to Nick Gonzalez at Linville Team Partners. His core focus is inve...