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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.

May 19, 2022

People love do-it-yourself projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design and how to do those things without professional help. Today we're talking about the DIY mentality in retirement planning.

 

What we discuss on this episode: 

0:47 – Don’t...


May 5, 2022

When planning your retirement, there are some key details you need to consider. For instance, will you need to support your parents or kids later on? We’ll explore this and other questions on today’s show.

 

What we discuss on this episode: 

0:22 – Sandwich generation

3:08 – Quitting your job

9:25 – Retiring...


Apr 21, 2022

On today’s show we’re talking about some of the stylish things in the financial world that can distract you from the substance that you should really be focused on. We’ll explain why you should watch out for sales brochures, hypothetical projections and testimonials.  

 

What we discuss on this episode: 

1:20 –...


Apr 7, 2022

A lot of people have questions about their retirement plan, but you might be asking the wrong questions. We’ll share some common wrong questions and what better questions might be.

 

What we discuss in this episode: 

0:52 – How much to save?

3:07 – Long-term care insurance

6:10 – The highest return

 

Get...


Mar 17, 2022

Today we’re focusing on what it’s like to be our client. We’ll explain how the relationship between a client and financial advisor evolves and how having an advisor can be beneficial for you.

 

What we discuss in this episode: 

0:33 – Evolving relationship

4:13 – Sharing life

5:02 – Checking in

6:30 – Out...