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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,

Aug 6, 2020

Hiring a third-party financial planner is crucial to helping you plan for retirement and manage your money. Today, we’re breaking down some of the ways a financial advisor can help you.

One of the big financial risks people face is running out of money. If you want to retire early, for example, an advisor can help you determine if you’re taking too much out of your nest egg or if you’re invested too aggressively. Running an analysis can help provide strategies to achieve the kind of retirement you envision.  

We’ll explain why bonds and CDs were popular years ago but are now considered lazy money. We’ll also tell you how to bring all of your investments into harmony when you have multiple accounts.

At Maestro Wealth Advisors we have an adaptive philosophy when it comes to financial planning. We can help you reduce risk and create a plan for financial success. As Craig says: “Get a plan. Stay with your plan. Keep your goals in front of you, and don't chase shiny objects.”

Thanks for listening to this episode. We’ll be back again next week for another show.


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On today's show: 

0:59 – Keeping people safe financially

2:43 – Bonds and CDs

3:59 – Maestro’s investing approach

5:15 - Bringing investments into harmony

8:00 – Eliminating lazy money

11:00 – Getting a real investment strategy

13:36 – The fear of running out of money