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How Money Works

Author: Maestro Wealth Advisors

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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works.

174 Episodes
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Sharing some of our pet peeves both personal and professional.
Everybody wants to get good grades.  Are you getting a grade you deserve with your finances?
You need a strong foundation if you want your house to withstand the test of time.  Same thing goes for your Financial House.
Sometimes the truth hurts.  Hearing a difficult truth about your finances can hurt even more.
A paintbrush and paint in the hands of Leonardo Da Vinci will bring about a masterpiece.  Put them in the hands of a toddler, and you will probably have a real mess on your hands.  Sometimes the tool isn't the problem, but what if the tool you have is no good? 
It’s easy to look back in hindsight and say “Knowing what we know now…” but unfortunately, we can’t predict the future. And since we can’t, the next best thing is to learn from others’ experiences. Today we’ll share some situations where folks probably wish they’d made different decisions in their finances and how we can learn from it.
On Friday, March 10, the Silicon Valley Bank in northern California failed.  When banks fail, it shakes the foundations of what we feel are "safe" investments.  How do failures like this affect us?  
WHen you are building a house, you can't start by painting the walls first.  You have to build a strong foundation and build on that.  Finances are no different.  Leave the paint for last!
Interest Rates can  be interesting to study.  We trace how the Fed has affected them and how that affects you.
Craig and Jennifer discuss the differences between Roth Contributions and Roth Conversions
Losing a spouse suddenly is one of the most difficult things to deal with.  If your spouse passes without a will, the difficulty is compounded.  One of our clients shares her story.
Jennifer flies solo in today's episode where she discusses quotes from baseball great Yogi Berra and how they are applicable to  finance.
Craig and Jennifer discuss the things you think you know in finance, but you may not actually know.
Join Craig and Jennifer as they discuss how the newly passed Secure Act 2.0 may affect YOUR retirement.
New Year, New (Financial) You!  Join Craig and Jennifer as we jump into 2023!
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