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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.

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 of the norm

8:40 – Memorable victories

 

Get additional financial resources: 

https://maestrowealth.com/how-money-works-podcast/