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
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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Episodes
Ep 4: Cleaning Out Your Financial Closet
May 07, 2020 09:00 - 23 minutes - 31.9 MBThink about all the work around the house you’ve been doing since the quarantine started. The house is clean(ish), the yard looks great, and you’ve checked a lot of items off the to-do list. But what about that one closet in your house where you stick random things and promise yourself you’ll get to them one day? You know which one we’re talking about. It’s that one you probably don’t want to open because something might come crashing out. It needs to be organized but it’s going ...
Ep 3: Common Retirement Assumptions Could Be Fool’s Gold
April 23, 2020 09:00 - 22 minutes - 31.1 MBMany people try to take on financial planning without help, but one the issues you run into is making decisions based on assumptions you have about retirement. These misbeliefs could cost you money at best and derail your retirement at worse. No one wants that to happen to them so clearing up these assumptions is our goal for this episode of the How Money Works podcast. Craig and Jennifer Moser will take on these five retirement beliefs that you’ll often hear: -You need a certain amoun...
Ep 2: Understanding the CARES Act + Social Distancing for Finance
April 09, 2020 09:00 - 24 minutes - 33.7 MBWe understand how difficult this time can be for individuals and small business owners. The uncertainty of the coronavirus and what the ultimate impact on the economy will be has put a huge financial burden on everyone. The government has responded with the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which is a record-setting stimulus package aimed to provide help to everyone. We’ve heard quite a bit about the payments being sent out to individuals, but we want to focus on...
Ep 1: Financial Considerations to Make After Coronavirus Fallout
March 27, 2020 15:29 - 20 minutes - 28.6 MBAs the coronavirus pandemic spreads across the country, it’s getting more and more difficult to find someone not affected by this emotionally or financially. The market has shown some signs of bouncing back as March came to a close, but we’re still down around 30% with some companies down significantly more. Those sharp declines have led to many investors losing quite a bit of value in their retirement accounts, and that can cause a lot of worry. We’ve been talking with our clients abo...