How Money Works
By Craig Moser
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Category: Investing
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Episodes: 141
Description
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.
| Episode | Date |
|---|---|
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Is DIY Financial Planning Costing You?
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Feb 05, 2026 |
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Navigating Financial Changes in 2026: Retirement, Taxes & Medicare
|
Jan 15, 2026 |
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Retirement Sabotage: The Mistakes That Add Up
|
Dec 31, 2025 |
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Taking Out the Financial Trash in Your Retirement Plan
|
Dec 18, 2025 |
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Safeguard Your Legacy: Avoiding Common Errors in Estate Planning
|
Dec 04, 2025 |
|
How Money Works: Planning, Fables, and Real-Life Finance
|
Nov 20, 2025 |
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You Made It to Retirement… Now Don't Screw It Up!
|
Nov 06, 2025 |
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The Retirement Road Trip: Don't Drive Without a Plan
|
Oct 16, 2025 |
|
The 10-Year Retirement Countdown: Ages 55–65
|
Oct 02, 2025 |
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Harder Than It Looks: Retirement Planning's Hidden Challenges
|
Sep 18, 2025 |
|
Misconceptions That Put Business Owners at Risk
|
Sep 04, 2025 |
|
Are You Wealthier Than You Think?
|
Aug 21, 2025 |
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Redefining "Safe Money:" The Truth About Cash, CDs, and Risk
|
Aug 07, 2025 |
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The 5 Financial Pain Points You Can't Ignore
|
Jul 17, 2025 |
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The Five People You Meet Before Retirement
|
Jul 03, 2025 |
|
What Game Shows Teach Us About Retirement
|
Jun 19, 2025 |
|
Retirement Mythbusters: Debunking the Biggest Financial Lies
|
Jun 05, 2025 |
|
What to Do When Markets Get Messy
|
May 15, 2025 |
|
Should You Retire During a Volatile Market?
|
May 01, 2025 |
|
Don't Make These Bad Assumptions About Retirement
|
Apr 17, 2025 |
|
Inside the Advisor's Office: What People Are Actually Concerned About
|
Apr 03, 2025 |
|
Is Investing In Real Estate Right For You?
|
Mar 20, 2025 |
|
Income Planning is the Foundation of Retirement
|
Mar 06, 2025 |
|
Financial Planning for Future Generations
|
Feb 20, 2025 |
|
Economic Impact of Trump Administration Policy Changes
|
Feb 06, 2025 |
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Beware These Retirement Half Truths
|
Jan 16, 2025 |
|
Managing Retirement And Financial Stress
|
Jan 02, 2025 |
|
Ready for a Retirement Reality Check?
|
Dec 19, 2024 |
|
Questions That Often Go Unasked About Retirement
|
Dec 05, 2024 |
|
Retirement Today is Harder Than Ever Before
|
Nov 21, 2024 |
|
Building Your Advisory Team
|
Nov 07, 2024 |
|
Invest Like A Genius and Avoid These Mistakes
|
Oct 17, 2024 |
|
Questions To Ask Yourself As You Near Retirement
|
Oct 03, 2024 |
|
Common Retirement Planning Mistakes
|
Sep 19, 2024 |
|
Tracking the Current Financial Trends
|
Sep 05, 2024 |
|
Drawing Financial Inspiration from Noah's Ark
|
Aug 15, 2024 |
|
Understanding the Essentials of Medicare
|
Aug 01, 2024 |
|
Real Estate Investing In The Triad with Nick Gonzalez, CCIM
|
Jul 18, 2024 |
|
Financial Wisdom Through The Lens of Mark Twain
|
Jul 02, 2024 |
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Are You Making These Rookie Mistakes With Your Investments?
|
Jun 20, 2024 |
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The Most Common 401k Mistakes
|
Jun 06, 2024 |
|
The Emotional Side of Investing
|
May 16, 2024 |
|
The Great Reset
|
May 02, 2024 |
|
Agree or Disagree with These Financial Statements?
|
Apr 18, 2024 |
|
Navigating Unexpected Retirement: Pensions, Severance Packages & More
|
Apr 04, 2024 |
|
Surprising Uses For Life Insurance
|
Mar 21, 2024 |
|
Financial Considerations For Job Transitions
|
Mar 07, 2024 |
|
Down The Homestretch of Retirement Planning
|
Feb 15, 2024 |
|
Why Business Owners Need to Have a Sense of Urgency
|
Feb 01, 2024 |
|
New Year's Financial Checklist for 2024
|
Jan 18, 2024 |
|
The Keys to Good Financial Health
|
Jan 04, 2024 |
|
Retirement Questions You Can't Answer
|
Dec 21, 2023 |
|
Tax Consequences for Different Account Types
|
Dec 07, 2023 |
|
Cutting Corners in Retirement Planning
|
Nov 16, 2023 |
|
What Does It Mean to Be Risk Averse?
|
Nov 02, 2023 |
|
Financial Planning with Forrest Gump
|
Oct 19, 2023 |
|
When is it Okay to Procrastinate?
|
Oct 05, 2023 |
|
All About Annuities
|
Sep 21, 2023 |
|
Obvious Financial Moves That Aren't Always So Obvious
|
Aug 24, 2023 |
|
Investing By Profession
|
Aug 17, 2023 |
|
Taking A Look At Retirement Statistics
|
Aug 03, 2023 |
|
Is Your Plan Facing Imminent Disaster?
|
Jul 20, 2023 |
|
Evaluating Long-Term Care Options
|
Jul 06, 2023 |
|
Financial Laws To Guide Your Planning
|
Jun 15, 2023 |
|
Things to Consider with Your 401(k)
|
Jun 01, 2023 |
|
Ep 77: Grading Your Financial Competency
|
May 18, 2023 |
|
Ep 76: Building Your Financial House
|
May 04, 2023 |
|
Ep 75: Don't Get Lost in Retirement Planning
|
Apr 20, 2023 |
|
Ep 74: Hindsight Is 20/20 in Financial Planning
|
Apr 06, 2023 |
|
Ep 73: Spring Cleaning Your Finances
|
Mar 16, 2023 |
|
Ep 72: Financial Wisdom From Yogi Berra
|
Mar 02, 2023 |
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Ep 71: Why Is The Market So Volatile?
|
Feb 16, 2023 |
|
Ep 70: Things You Think You Know (But Probably Don't)
|
Feb 02, 2023 |
|
Ep 69: Financial Truths in Planning
|
Jan 19, 2023 |
|
Ep 68: The Desire To Retire
|
Jan 05, 2023 |
|
Ep 67: Retirement on the Gridiron
|
Dec 15, 2022 |
|
Ep 66: Overrated Concepts in the Financial World
|
Dec 01, 2022 |
|
Ep 65: Social Security Myths
|
Nov 17, 2022 |
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Ep 64: Key Characteristics of a Good Financial Advisor
|
Nov 03, 2022 |
|
Ep 63: How to Handle a Stinky Stock Market
|
Oct 20, 2022 |
|
Ep 62: Take Out the Trash in Your Financial Life
|
Oct 06, 2022 |
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Ep 61: Mailbag: Mortgages, Charities and Retirement Goals
|
Sep 15, 2022 |
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Ep 60: Annuities 101
|
Sep 01, 2022 |
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Ep 59: A Message To Good Savers
|
Aug 18, 2022 |
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Ep 58: The Final Decade Before Retirement
|
Aug 04, 2022 |
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Ep 57: Retirement Planning is Harder Than it Looks
|
Jul 21, 2022 |
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Ep 56: Retirement Planning For Business Owners
|
Jul 07, 2022 |
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Ep 55: What is Your Risk Tolerance Level?
|
Jun 16, 2022 |
|
Ep 54: Financial Proverbs That Can Help You
|
Jun 02, 2022 |
|
Ep 53: DIY Financial Planning
|
May 19, 2022 |
|
Ep 52: Things You Don't Consider for Retirement
|
May 05, 2022 |
|
Ep 51: Style vs. Substance in the Financial World
|
Apr 21, 2022 |
|
Ep 50: Are You Asking the Wrong Questions About Your Finances?
|
Apr 07, 2022 |
|
Ep 49: What it's Like to Be Our Client
|
Mar 17, 2022 |
|
Ep 48: Do You Want to Retire Early?
|
Mar 03, 2022 |
|
Ep 47: CPA Shares Business Advice, Mistakes to Avoid
|
Feb 17, 2022 |
|
Ep 46: Answering Your 401k FAQs
|
Feb 03, 2022 |
|
Ep 45: Financial Planning Tips for Couples
|
Jan 20, 2022 |
|
Ep 44: The First Steps in a Financial Plan
|
Jan 06, 2022 |
|
Ep 43: How Do You Know?
|
Dec 16, 2021 |
|
Ep 42: Questions People Ask Financial Advisors
|
Dec 02, 2021 |
|
Ep 41: Watch Out for These Financial Half-Truths
|
Nov 18, 2021 |
|
Ep 40: How Delayed Gratification Can Help Your Finances
|
Nov 04, 2021 |
|
Ep 39: Insightful Quotes from Great Investors
|
Oct 21, 2021 |
|
Ep 38: Income Planning Essentials You Need to Know
|
Oct 07, 2021 |
|
Ep 37: What You Need to Know About RMDs
|
Sep 16, 2021 |
|
Ep 36: Watch Out For These Financial Advisor Red Flags
|
Sep 02, 2021 |
|
Ep 35: Most Common Retirement Mistakes
|
Aug 19, 2021 |
|
Ep 34: Universal Truths of Retirement Planning
|
Aug 05, 2021 |
|
Ep 33: How SECURE Act 2.0 Could Affect You
|
Jul 15, 2021 |
|
Ep 32: Social Security Myth Busting
|
Jul 01, 2021 |
|
Ep 31: Classic Retirement Planning Mistakes
|
Jun 17, 2021 |
|
Ep 30: The Retirement Marathon
|
Jun 03, 2021 |
|
Ep 29: Reasons to Get Life Insurance
|
May 20, 2021 |
|
Ep 28: How Retirement Planning is Like Baseball
|
May 06, 2021 |
|
Ep 27: Get to Know Financial Acronym Salad
|
Apr 15, 2021 |
|
Ep 26: Should You Listen To Dave Ramsey's Advice?
|
Apr 01, 2021 |
|
Ep 25: The Jigsaw Puzzle of Retirement
|
Mar 18, 2021 |
|
Ep 24: Do You Know This Financial Jargon?
|
Mar 04, 2021 |
|
Ep 23: Are You in the Financial Red Zone?
|
Feb 18, 2021 |
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Ep 22: Clients' Toughest, Most Unanswerable Questions
|
Feb 04, 2021 |
|
Ep 21: How to Prepare Financially For 2021
|
Jan 21, 2021 |
|
Ep 20: How Late Bloomers Can Save More Money
|
Dec 30, 2020 |
|
Ep 19: Living the Dream in Retirement
|
Dec 17, 2020 |
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Ep 18: Beware of These 5 Income Gaps
|
Dec 03, 2020 |
|
Ep 17: Getting Couples on the Same Financial Page
|
Nov 19, 2020 |
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Ep 16: Pros and Cons of the 4 Worlds of Money
|
Nov 05, 2020 |
|
Ep 15: What's Your Spending Personality?
|
Oct 15, 2020 |
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Ep 14: Financial Planning Personalities by Profession
|
Oct 01, 2020 |
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Ep 13: Retirement Fact or Fiction
|
Sep 17, 2020 |
|
Ep 12: How to Avoid Flirting With Financial Disaster
|
Sep 03, 2020 |
|
Ep 11: Estate Planning Advice For Women
|
Aug 20, 2020 |
|
Ep 10: The Importance of Third-Party Financial Planning
|
Aug 06, 2020 |
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Ep 9: Tax Planning with Addison Maille
|
Jul 16, 2020 |
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Ep 8: Building a Business with Ken Gwyn of Bulldog Group
|
Jul 02, 2020 |
|
Ep 6: What Benjamin Franklin Quotes Teach Us About Financial Planning
|
Jun 04, 2020 |
|
Ep 5: How Has COVID-19 Impacted the Triad Real Estate Market?
|
May 21, 2020 |
|
Ep 4: Cleaning Out Your Financial Closet
|
May 07, 2020 |
|
Ep 3: Common Retirement Assumptions Could Be Fool's Gold
|
Apr 23, 2020 |
|
Ep 2: Understanding the CARES Act + Social Distancing for Finance
|
Apr 09, 2020 |
|
Ep 1: Financial Considerations to Make After Coronavirus Fallout
|
Mar 27, 2020 |