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.
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Episode Show Notes
Ep 47: CPA Shares Business Advice, Mistakes to Avoid
If you are a seasoned business owner, today’s episode is for you. Jimmy Eggers, a partner at Smith Leonard Accountants and Consultants in High Point, N.C., is sharing business-planning expertise, strategies and mistakes business owners make.
Ep 46: Answering Your 401k FAQs
We get a lot of questions about 401Ks, so we thought it would be a good idea to address as many of them as we can. See if your 401k question is addressed on today’s show.
Ep 45: Financial Planning Tips for Couples
What do married couples tend to disagree about when it comes to money? What financial matters do they often fail to communicate about? We’ll share some of the primary things that need to be discussed and decided between partners before true financial planning can begin.
Ep 44: The First Steps in a Financial Plan
For some folks, the idea of putting together a financial plan can be overwhelming. But it’s less threatening if you just focus on the first step. Let’s talk about a few possible first steps that you could take.
Ep 43: How Do You Know?
How much money will you need in retirement? Do you still need life insurance? How much risk should you take? We’ll help answer these questions and more on today’s show.
Ep 42: Questions People Ask Financial Advisors
Before meeting with an advisor for the first time, people often Google “questions to ask a financial advisor” and come in with a list of questions that they find. Are these good questions? Is there anything different you should ask? And what answers should you look for?
