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.
Sharing some of our pet peeves both personal and professional.
Everybody wants to get good grades. Are you getting a grade you deserve with your finances?
You need a strong foundation if you want your house to withstand the test of time. Same thing goes for your Financial House.
Sometimes the truth hurts. Hearing a difficult truth about your finances can hurt even more.
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?
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.
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?
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!
Interest Rates can be interesting to study. We trace how the Fed has affected them and how that affects you.
Craig and Jennifer discuss the differences between Roth Contributions and Roth Conversions
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.
Jennifer flies solo in today's episode where she discusses quotes from baseball great Yogi Berra and how they are applicable to finance.
Craig and Jennifer discuss the things you think you know in finance, but you may not actually know.
Join Craig and Jennifer as they discuss how the newly passed Secure Act 2.0 may affect YOUR retirement.
New Year, New (Financial) You! Join Craig and Jennifer as we jump into 2023!
Craig and Jennifer cover some items you may want to look at before the year-end.
Looking for ways to invest with non-traditional investments in a down market.
What happens when your spouse passes away suddenly? If you don't have a plan in place, you aren't just grieving, you may have legal issues to deal with. Hear Laurie's story about losing her spouse without a will in place.
Jennifer flies solo today as she discusses Roth Conversions and then shifts gears to talk about Overrated Tax Advantages.
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!
To celebrate Independence Day, Craig and Jennifer discuss Financial Independence.
Craig and Jennifer Moser discuss the nuances that business owners have when planning their retirement.
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.
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.
We've all heard financial proverbs before. Craig and Jennifer dig deep into some sayings and the financial meanings behind them.
Craig Moser delves into the concept of "Safe Money" in a volatile financial world in our conversation today.
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.
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.
On this episode of How Money Works, we're talking with Jimmy Eggers, a partner atSmith Leonard Accountants and Consultants in High Point, N.C. He will be sharingbusiness-planning expertise, strategies and mistakes business owners make.Jimmy specializes in family wealth, tax planning and compliance for businesses in themanufacturing, construction, distribution, retail, real estate, and not-for-profit industries.