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Maestro Wealtlh Advisors

Ep 57: Retirement Planning is Harder Than it Looks

By |2022-07-19T14:20:07-04:00July 21, 2022|Podcast|

As advisors, we are constantly immersed in retirement planning. But for the average person, retirement planning can be a lot harder than it looks. Today, we’ll break down whether Social Security, risk, diversification, and 401(k)s are truly easy or a bit more complicated than we realize.

Ep 40: How Delayed Gratification Can Help Your Finances

By |2021-11-02T09:52:51-04:00November 4, 2021|Podcast|

Delayed gratification is a difficult skill to master and that’s just as true with financial matters as it is in the other areas of your life. Let’s talk about some instances where you might be faced with a choice of being satisfied now or satisfied later.

Ep 3: Common Retirement Assumptions

By |2020-11-05T15:06:27-04:00April 23, 2020|Podcast|

Many people try to take on financial planning without help, but one the issues you run into is making decisions based on assumptions you have about retirement. These misbeliefs could cost you money at best and derail your retirement at worse. No one wants that to happen to them so clearing up these assumptions is our goal for this episode of the How Money Works podcast.

Roth IRA & Roth 401k – The Basics

By |2020-10-27T09:41:11-04:00February 7, 2020|401K, IRA, Retirement Planning|

Despite the ubiquity of Roth accounts, there are some common misunderstandings about how Roth IRAs and Roth 401(k)s operate and interact with each other. Confusion swirls around such basic concepts as contribution limits, eligibility and Roth rollovers.

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