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How Money Works

How Money Works

De : Craig Moser
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 Husband and wife team, Craig 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. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services(SM), Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services(SM). Fixed life insurance and annuity products offered through Maestro Insurance Services, Inc. All other insurance services offered through an Avantax affiliated insurance agency. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management(SM) does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management(SM) or its subsidiaries. Avantax Wealth Management(SM) is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.Copyright Craig Moser 2024 Economie Finances privées
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    Épisodes
    • Navigating Financial Changes in 2026: Retirement, Taxes & Medicare

      Navigating Financial Changes in 2026: Retirement, Taxes & Medicare
      Jan 15 2026

      Craig and Jennifer dive into the key financial updates for 2026 and how they can affect your retirement. They discuss Social Security COLAs, Medicare premium increases, new tax deductions for seniors, and smarter ways to use Roth conversions and catch-up contributions. This episode highlights why proactive tax and income planning matters and how small decisions today can make a big difference in retirement.

      Here's some of what we discuss in this episode:

      🏥 Healthcare Costs – Rising medical expenses in retirement

      💳 Medicare Premiums – How income affects what you pay

      🧾 Tax Deductions – New charitable and senior deduction rules

      📈 Catch-Up Savings – Expanded contribution limits for older workers

      🧠 Tax Strategy – Planning withdrawals before retirement begins

      📜 Secure Act 2.0 – Roth rules changing retirement contributions

      Contact Maestro Wealth:

      Web: https://maestrowealth.com/

      Email: info@maestrowealth.com

      Phone: 336-448-1086
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      25 min
    • Retirement Sabotage: The Mistakes That Add Up

      Retirement Sabotage: The Mistakes That Add Up
      Dec 31 2025

      Most retirement mistakes don't happen all at once; they happen quietly and over time. In this episode, Craig and Jennifer walk through the most common ways people unknowingly sabotage their retirement, and how to make sure it doesn't happen to you. Tune in to learn how small, proactive planning choices can protect confidence, income, and peace of mind over the long run.

      Here's some of what we discuss in this episode:

      ⚠️ Retirement Sabotage: Quiet mistakes that compound

      📉 Market Volatility: Why reacting hurts long-term plans

      ⏳ Social Security: Timing decisions with lasting impact

      💼 Job Assumptions: When work ends sooner than expected

      🎯 Financial Strategy: Replacing hope with structure

      Contact Maestro Wealth:

      Web: https://maestrowealth.com/

      Email: info@maestrowealth.com

      Phone: 336-448-1086
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      26 min
    • Taking Out the Financial Trash in Your Retirement Plan

      Taking Out the Financial Trash in Your Retirement Plan
      Dec 18 2025

      As retirement gets closer, the small financial issues you've ignored can start to pile up fast. In this episode, Craig walks through the most common "financial trash" people carry into retirement, and how to start the process of cleaning it up. What financial clutter should you clean up before retiring? If you want a clearer, more confident path into retirement, this episode shows where to start.

      Here's some of what we discuss in this episode:

      🧹 Cash Flow Cleanup: planning income and mortgage payments

      💳 Debt & Risk: reducing financial pressure before retirement

      💤 Lazy Money: cash losing ground due to inflation

      🏦 Pension Choices: evaluating pension versus lump sum decisions

      🏢 Life Changes: navigating company sales and job transitions

      Contact Maestro Wealth:

      Web: https://maestrowealth.com/

      Email: info@maestrowealth.com

      Phone: 336-448-1086
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      26 min
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