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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.

Sep 15, 2022

We're taking your questions by email this week to see what’s on your mind and how we can help with your finances.

 

What we discuss on this episode: 

  • Seth has always given a few hundred dollars to charities in previous years, but he wants to know if he can get tax credit for that. (0:41)
  • Rhonda wonders if she should...


Sep 1, 2022

There’s a lot of confusion out there about annuities, probably because there are different types that do different things. We’ll explain how they work and how they might be used in your financial plan.

 

What we discuss on this episode: 

1:22 – Immediate annuity

2:55 – Tax-deferred annuity

4:06 – Fixed...


Aug 18, 2022

So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily.

 

What we discuss on this episode: 

0:43 – Too much...


Aug 4, 2022

If you’re about a decade away from retirement, there are some important steps you need to take now to get ready. We’ll share some top tips for being prepared for stepping away from work.

 

What we discuss on this episode: 

0:46 – What’s important

4:17 – Market drops

6:08 – Health care

11:11 – Changing...


Jul 21, 2022

As advisors, we are constantly immersed in retirement planning. But for the average person, retirement planning can be a lot harder than it looks. Today, we’ll break down whether Social Security, risk, diversification, and 401(k)s are truly easy or a bit more complicated than we realize.

 

What we discuss on this...