How Money Works Podcast
Husband and wife team, Craig Moser, CFP 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
This show covers 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 common financial pitfalls.
Are you and your spouse on the same page when it comes to finances and retirement planning? On today’s episode of How Money Works, Craig and Jennifer Moser explain why it’s so important.
Read more and get additional financial resources here: https://maestrowealth.com/2020/11/19/ep-17-getting-couples-on-the-same-financial-page/
What we discuss on this show:
0:34 – Some couples not on the same page
1:50 – When one spouse defers to the other
2:38 – Examples of couples’ finances
4:35 – Social Security considerations
6:50 – What are your retirement dreams?
8:37 – Mistakes couples make
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Episode Show Notes
Ep 11: Estate Planning Advice For Women
Whether you are a single, married, divorced or widowed woman, this episode is for you. This week, our special guest is Lynn Michael, an estate planning attorney who knows what challenges and opportunities women face in planning for the future.
Ep 10: The Importance of Third-Party Financial Planning
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.
Ep 9: Tax Planning with Addison Maille
Business owners and investors have dealt with a difficult 2020 as we reach the midway point and could likely use any advantage they can find.
Ep 8: Building a Business with Ken Gwyn of Bulldog Group
We’re fortunate to live in a community with many great small businesses whose owners are willing to share their experience. Today we wanted to bring on one of those people to provide some inspiration and help motivate anyone that aspires to start a business. Ken Gwyn is the CEO at Bulldog Group, which has its corporate offices in downtown Winston-Salem, and has learned a lot over the course of three decades.
Ep 7: The Latest on COVID-19 with Dr. Jason Thomason
Even though we’re four months into the coronavirus pandemic in North Carolina, it still feels like we have more questions than answers. We’re heading into the summer months with worry about how safe things truly are and uncertainty about when we’ll be able to contain the virus.
Ep 6: Benjamin Franklin Teaches Us About Financial Planning
Few people have made the lasting impact that Founding Father Benjamin Franklin has. Many of the values he believed in and much of the wisdom he shared is still followed centuries later. He provided us with a long list of quotes that continue to get referenced in modern day discussions. You could be surprised to hear how many of these can apply to financial planning even if that might not have been the original intention.
