How Money Works

Welcome to the How Money Works Podcast with husband and wife team Craig Moser, CFP and Jennifer Moser of Maestro Wealth Advisors. This show will cover all the essential financial and retirement planning elements you need to know to make it to, and through, retirement.

Join us each episode for valuable information on how to avoid some of the common financial pitfalls that others make.

Craig and Jennifer have more than 30 years of experience helping people to retire successfully in the Triad area of North Carolina. Their offices are in Winston-Salem & Greensboro.

If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, MaestroWealth.com.

Ep 33: How SECURE Act 2.0 Could Affect You

Jul 15, 2021

SECURE 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

Ep 32: Social Security Myth Busting

Jul 1, 2021

On 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...

Ep 31: Classic Retirement Planning Mistakes

Jun 17, 2021

On 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...

Ep 30: The Retirement Marathon

Jun 3, 2021

On 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...

Ep 29: Reasons to Get Life Insurance

May 20, 2021

People 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...

Disclosure:

Securities offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser. Investment Advisory Services offered through Retirement Wealth Advisors, Inc., an SEC Registered Investment Advisor. Maestro Wealth Advisors, LLC, Maestro Insurance Services, Inc., and Retirement Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc.

The information and materials provided here, whether supplied by third party websites, marketing materials, newsletters or any form of publication are provided for general information only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any product or financial instrument. It does not take into account your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here.

How Money Works

Ep 33: How SECURE Act 2.0 Could Affect You

Ep 32: Social Security Myth Busting

Ep 31: Classic Retirement Planning Mistakes

Ep 30: The Retirement Marathon

Ep 29: Reasons to Get Life Insurance

Archives