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How Money Works

How Money Works

Von: 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 Persönliche Finanzen Ökonomie
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  • Mutual Funds vs. ETFs: Which Is Right for You?

    Mutual Funds vs. ETFs: Which Is Right for You?
    Feb 19 2026

    Mutual funds have been a staple of investing for decades, but are they still the best option? Craig & Jennifer walk through how mutual funds really work, where they shine, and where investors can get surprised, especially when it comes to taxes and costs. They also break down how ETFs compare, highlighting their liquidity, tax efficiency, and the choices investors have for building a diversified portfolio. Plus, a personal update from the Moser family and an exciting announcement about the future of the show.

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

    ⚖️ Active vs Passive: Cost and management differences

    💸 Expense Ratios: Understanding hidden costs

    🧾 Tax Distributions: Year-end capital gain surprises

    📈 ETF Comparison: Liquidity and tax efficiency

    🌍 Global Allocation: Looking beyond U.S. markets

    Contact Maestro Wealth:

    Web: https://maestrowealth.com/

    Email: info@maestrowealth.com

    Phone: 336-448-1086
    Mehr anzeigen Weniger anzeigen
    25 Min.
  • Is DIY Financial Planning Costing You?

    Is DIY Financial Planning Costing You?
    Feb 5 2026

    Doing it yourself feels empowering, until the margin for error disappears. Craig and Jennifer look at why many people stick with a DIY financial approach longer than they should, and how retirement quietly changes the stakes. Small decisions start to matter more, timelines get longer, and mistakes get harder to unwind. The real question isn't can you do it yourself, it's should you?

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

    🛠️ DIY Mindset: Why people choose to manage money themselves

    ⚠️ Common Pitfalls: Where DIY strategies often fall short

    📉 Real-Life Mistakes: How small errors become costly

    🤝 Advisor's Role: What experience adds beyond investments

    ⏳ Living Longer: Why longevity multiplies financial risk

    🧭 Planning Matters: Turning uncertainty into structure

    Contact Maestro Wealth:

    Web: https://maestrowealth.com/

    Email: info@maestrowealth.com

    Phone: 336-448-1086
    Mehr anzeigen Weniger anzeigen
    26 Min.
  • 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
    Mehr anzeigen Weniger anzeigen
    25 Min.
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