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Maestro Wealtlh Advisors

Ep 22: Clients’ Toughest, Most Unanswerable Questions

By |2021-01-27T12:00:31-04:00February 4, 2021|Financial Planning, Podcast|

On today’s episode of How Money Works, we’re sharing some of the toughest, most unanswerable questions we get in the financial business. From healthcare to the stock market to taxes, we'll cover some important planning topics.

Financial Planning Personalities by Profession

By |2020-10-08T15:31:05-04:00November 13, 2020|Financial Planning, Personal Finance, Uncategorized|

In our experience, people in certain jobs tend to approach financial planning the same way. On this episode of How Money Works, we explain some of the positives and challenges of financial planning by profession.

Roth vs. Traditional IRA

By |2020-10-08T15:31:41-04:00October 30, 2020|Financial Planning, IRA, Retirement Planning, Rollover, Roth Conversion|

To answer the question of Roth vs. Traditional IRA, they chose to “bite the tax bullet” now and enjoy tax-free withdrawals.  It's the same for retirees who converted a traditional account to a Roth.  (Their heirs will also inherit the tax-free accounts.)  Let's take a look at the Roth vs. Traditional IRA.

Build Your Diversified Income Plan

By |2020-10-27T09:31:18-04:00October 16, 2020|Financial Planning, Retirement Income, Retirement Planning|

Having a strategy to generate income you can’t outlive can give you peace of mind.  To help defend your future against inflation, market ups and downs, unexpected expenses, and longevity, I encourage you to build a diversified income plan.

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