April 2022 Market Brief
April 2022 Market Brief: Each month, Craig Moser, CFP®, CRPC®, records and produces Market Brief. The goal is to share his experience and insights related to various financial markets. This concise overview looks at [...]
June, 2021 Market Brief
June 2021 Market Brief: Each month, Craig Moser, CFP®, CRPC®, records and produces Market Brief. The goal is to share his experience and insights related to various financial markets. This concise overview looks at [...]
January 2021 Market Brief
January 2021 Market Brief: Each month, Craig Moser, CFP®, CRPC®, records and produces Market Brief. The goal is to share his experience and insights related to various financial markets. This concise overview looks at [...]
Ep 15: What’s Your Spending Personality?
On today’s episode of How Money Works, Craig and Jennifer Moser break down the different personalities of spenders and how those traits could affect your retirement.
Ep 14: Financial Planning Personalities by Profession
People in certain professions tend to approach financial planning the same way as their peers. On today’s How Money Works podcast, we look at teachers, doctors, engineers and more. In our experience, people in certain jobs tend to approach financial planning the same way. On today’s episode of How Money Works, we explain some of the positives and challenges of advising people in different professions.
Ep 13: Retirement Fact or Fiction
On today’s episode of How Money Works, let’s have some fun and play retirement fact or fiction. Keep in mind, as with many retirement planning scenarios, the answer is not always clear-cut because it depends on your situation.
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 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.
