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How Money Works

How Money Works

By: Craig Moser
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 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.Copyright Craig Moser 2024 Economics Personal Finance
Episodes
  • How Money Works: Planning, Fables, and Real-Life Finance

    How Money Works: Planning, Fables, and Real-Life Finance
    Nov 20 2025

    The stories we believe about money often shape our choices more than the numbers do. In this episode, Craig and Jennifer explores these "financial fables," using real-life situations to reveal how hidden beliefs influence the way people plan. The team also tackles listener questions and offers smart portfolio strategies to balance risk and reward at every life stage.

    Here's some of what we discuss in this episode:

    📘 Financial Fables: classic stories that reveal modern money lessons

    🎓 Student Loan Decisions: balancing generosity with retirement readiness

    🏡 Inheritance Reality: why counting on future money is risky

    😨 Market Fear: handling volatility without making emotional mistakes

    📊 Smart Strategies: financial planning and investment fundamentals

    Contact Maestro Wealth:

    Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/

    Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin

    Phone: 336-448-1086
    Show More Show Less
    24 mins
  • You Made It to Retirement… Now Don't Screw It Up!

    You Made It to Retirement… Now Don't Screw It Up!
    Nov 6 2025

    You've worked for decades, saved diligently, and finally reached retirement, now comes the hard part: not screwing it up. Craig and Jennifer share the most common post-retirement mistakes people make and explain why having a solid, flexible plan is far more important than a collection of accounts or hot stock tips. Once you've already won the race, don't jump back in.

    Here's some of what we discuss in this episode:

    🏗️ Build a Strong Foundation: secure income before chasing returns

    💡 New Opportunities: evaluating investments with clarity, not emotion

    🧩 Comprehensive Planning: coordinating taxes, income, and estate goals

    🔁 Adapting to Change: adjusting your plan as life evolves

    💰 Tax Strategies: keeping more of what you've earned

    Contact Maestro Wealth:

    Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/

    Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin

    Phone: 336-448-1086
    Show More Show Less
    20 mins
  • The Retirement Road Trip: Don't Drive Without a Plan

    The Retirement Road Trip: Don't Drive Without a Plan
    Oct 16 2025

    Most people will spend hours planning a vacation: researching routes, mapping stops, and budgeting for the trip. But when it comes to retirement, many people set off without a roadmap. Today we'll use the great American road trip as a powerful analogy for planning the retirement journey.

    Craig and Jennifer break down the essentials: knowing your destination, calculating the cost of the trip, and choosing the right route to get there. Just like with travel, unexpected detours will pop up, like health issues, market downturns, or surprise expenses. With a clear plan and the right guide, you can navigate those bumps without losing sight of your goal.

    Here's some of what we discuss in this episode:

    🗺️ Decide your retirement destination before you hit the road

    💰 Know what the trip will cost and how you'll pay for it

    🛣️ Map your route: income, risk, and tax planning

    🚧 Be ready for roadblocks like healthcare or market surprises

    Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/

    Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin

    Show More Show Less
    25 mins
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