show episodes
 
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
 
Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, cont ...
 
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show series
 
Right now, there are many parents who recently dropped their first kid off at college. Other parents just dropped their last kid off at college and are officially empty nesters. Let’s discuss some of the major financial issues to consider during this stage of life. Read and get additional financial information: https://retirementhuddle.com/podcast/…
 
Before you head off into retirement, make sure you’re well versed in these retirement income planning essentials. We’ll explain what they are and why you need to know about them. Read more and get additional financial resources here: https://maestrowealth.com/2021/10/07/7597/ What we discuss on this episode: 0:35 – Income plan 3:28 – Social Securit…
 
Today, we’re answering your mailbag questions. Up first, Beth wants to know if it was a mistake to take Social Security early. We’ll also answer your questions about 401(k) investments and long-term care. Read and get additional financial information: https://retirementhuddle.com/podcast/ep-37-mailbag-social-security-401k-investments-and-long-term-…
 
We get a lot of questions about RMDs, or required minimum distributions. Some people don’t know anything about them, while others have misconceptions about how they work. Today, we’ll explain what you need to know. Read more and get additional financial resources here: https://maestrowealth.com/2021/09/16/ep-37-what-you-need-to-know-about-rmds/ Wha…
 
Let’s talk about some of the red flags that people can look out for when they’re shopping for a financial advisor. Have you ever met with one of these types? Read more and get additional financial resources here: https://maestrowealth.com/2021/09/02/ep-36-watch-out-for-these-financial-advisor-red-flags/ What we discuss on this episode: 0:26 – Hamme…
 
You likely have questions about your retirement, but there might be some questions that you didn’t know to ask. We’ll explain what those questions are and why the answers are so crucial to your financial future. Episode Show Notes: https://retirementhuddle.com/podcast/ep-36-retirement-questions-you-didnt-know-to-ask/619/ 1:27 – Tax-deferred savings…
 
Today we’re answering some mailbag questions about inheritance, housing prices and retirement goals. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-35-mailbag-inheritance-housing-and-retirement-goals/610/ What we discuss on this episode: 1:11 – Inheritance 6:11 – Selling house 8:33 – Retirement goal…
 
Today we’re sharing five of the most common retirement mistakes. Find out what they are and how you can avoid them. Read more and get additional financial resources here: https://maestrowealth.com/2021/08/19/ep-35-most-common-retirement-mistakes/ What we discuss on this episode: 0:46 – Ignoring tax implications 4:04 – Social Security 6:43 – Returns…
 
No matter how much money you make, where you live or when you’re retiring, there are some universal truths that apply to everyone’s finances. Find out what they are. Read more and get additional financial resources here: https://maestrowealth.com/2021/08/05/ep-34-universal-truths-of-retirement-planning/ What we discuss on this episode: 0:55 – Incom…
 
On this episode of The Retirement Huddle podcast, Mark Howard explains the questions you need to answer to see if you are ready for retirement. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-34-retirement-readiness-where-do-you-stand/597/ What we discuss on this episode: 1:07 – I have no idea if I can…
 
We like to look at issues faced by people outside the financial world and see what kind of retirement lessons we can learn. Today, we’re seeing what we can learn from teachers and the issues they face. Read more and get additional financial resources here: https://retirementhuddle.com/episodes/ What we discuss on this episode: 2:02 – Everybody hate…
 
SECURE Act 2.0, son of the SECURE Act, has come out and we'll explain what has changed and how it could affect you. Read more and get additional financial resources here: https://maestrowealth.com/2021/07/15/ep-33-how-secure-act-2-0-could-affect-you/ What we discuss on this episode: 2:03 – Required minimum age 4:04 – Reducing the penalty 4:51 – Aut…
 
What kind of score will you get on this retirement pop quiz? If you don’t know the answer to the majority of these questions, there’s a good chance that you’d be flunking a course on retirement planning. Read more and get additional financial resources here: https://retirementhuddle.com/financial-planning/ep-32-retirement-pop-quiz/565/ What we disc…
 
On this episode of How Money Works, Craig and Jennifer Moser explain some of the common myths around Social Security and how to educate yourself on this crucial topic. Read more and get additional financial resources here: https://maestrowealth.com/2021/07/01/ep-32-social-security-myth-busting/ What we discuss on this episode: 0:25 – Mailbag: Sell …
 
There are some important ages when you’re thinking about retirement. Some of these ages start way before you retire. We’ll explain what they are and why they’re important milestones. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-31-important-ages-for-retirement-planning/525/ What we discuss on this e…
 
On this episode of How Money Works, Craig and Jennifer Moser explain some of the common retirement mistakes people make and how you can avoid them. Read more and get additional financial resources here: https://maestrowealth.com/2021/06/17/ep-31-classic-retirement-planning-mistakes/ What we discuss on this episode: 1:15 – Investments with no purpos…
 
On this episode of How Money Works, Craig and Jennifer Moser explain how getting through retirement can be a lot like running a marathon. Read more and get additional financial resources here: https://maestrowealth.com/2021/06/03/ep-30-the-retirement-marathon/ What we discuss on this episode: 1:16 – Planning and preparation 3:35 – Proper diet 6:07 …
 
Even if she wasn’t actually talking about money, Grandma said a lot of smart things that we can apply to financial planning. On this episode of The Retirement Huddle podcast, Mark Howard explains some of these classic Grandma sayings and how they relate to our financial lives. Read more and get additional financial resources here: https://retiremen…
 
People often have questions about life insurance. It’s not a sexy topic, but it is an important one. We’ll explain why. Read more and get additional financial resources here: https://maestrowealth.com/2021/05/20/ep-29-reasons-to-get-life-insurance/ What we discuss on this episode: 0:48 – Income replacement 2:06 – Estate liquidity 3:15 – More covera…
 
Getting through retirement is a lot like running a marathon. Are you prepared and ready to go? We’ll explain what you need to do. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-29-the-retirement-marathon/491/ What we discuss on this episode: 2:00 – Planning and preparation 4:59 – Diet 6:28 – Don’t sta…
 
On this episode of How Money Works, Craig and Jennifer Moser share what you can learn about retirement planning from the game of baseball. Read more and get additional financial resources here: https://maestrowealth.com/2021/05/06/ep-28-how-retirement-planning-is-like-baseball/ What we discuss on this episode: 0:33 – Not about home runs 3:04 – Unde…
 
Some decisions you make are hard to go back to change, and some you can’t change at all. And there are many decisions in retirement planning that can’t be undone, so you want to make sure that you make the right call. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-28-retirement-decisions-that-cant-be-…
 
The financial world is full of acronyms that get thrown around for convenience, but the average person doesn’t necessarily know what they all mean. We’ll share what they are and what they mean. Read more and get additional financial resources here: https://retirementhuddle.com/financial-planning/ep-27-financial-acronym-salad/456/ What we discuss on…
 
The financial world is full of acronyms that get thrown around for convenience, but the average person doesn’t necessarily know what they all mean. We’ll share what they are and what they mean. Read more and get additional financial resources here: https://maestrowealth.com/2021/04/15/ep-27-get-to-know-financial-acronym-salad/ What we discuss on th…
 
Should you always pay off your house as soon as you can? Do you need life insurance when you retire? Find out if we agree or disagree with these financial strategies. Read more and get additional financial resources: https://retirementhuddle.com/podcast/ep-26-agree-or-disagree-with-these-financial-strategies/442/ What we discuss on this episode: 1:…
 
Let’s talk about financial guru Dave Ramsey. He has a huge empire and millions of people listen to him each day, but do we agree with his financial principles? Find out in today’s podcast. Read more and get additional financial resources here: https://maestrowealth.com/2021/04/01/ep-26-should-you-listen-to-dave-ramseys-advice/ What we discuss on th…
 
To successfully complete a jigsaw puzzle, there are some strategies you’ll want to keep in mind, and many of those same strategies apply to retirement planning. Read more and get additional financial resources here: https://maestrowealth.com/2021/03/18/ep-25-the-jigsaw-puzzle-of-retirement/ What we discuss on this episode: 1:22 – Look at the big pi…
 
To successfully complete a jigsaw puzzle, there are some strategies you’ll want to keep in mind, and many of those same strategies apply to retirement planning. Read more and get additional financial resources here: https://retirementhuddle.com/financial-planning/ep-25-the-jigsaw-puzzle-of-retirement/424/ What we discuss on this episode: 1:40 – Loo…
 
When you’re in the red zone in football, you need to capitalize on the opportunities and not make costly mistakes. The same thing goes when you’re in the red zone leading up to your retirement years. We’ll explain why. Read more and get additional financial resources here: https://retirementhuddle.com/financial-planning/ep-24-why-the-final-decade-b…
 
Every industry has its own jargon, and financial planning is no different. Today, we’re explaining some common financial jargon and what it means. Read more and get additional financial resources here: https://maestrowealth.com/2021/03/04/ep-24-do-you-know-this-financial-jargon/ What we discuss on this episode: 1:07 – Asset allocation 1:50 – Risk t…
 
The obstacles facing advisors over the past year have been well-documented but we want to keep pushing for solutions to continue growing your business. Today we’re joined by Bill Johnson, an author, educator, and tremendous marketing consultant, to explain his LogicTrac process and how to apply it to your business. Read more and get additional reso…
 
Do ever watch home renovation shows on TV? Well, renovation projects can also apply to your financial life. We’ll explain how. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-23-how-home-renovation-is-like-financial-planning/385/ What we discuss on this episode: 1:50 – Contractor’s discount 4:24 – Pass…
 
On today’s episode of How Money Works, we’ll discuss the financial red zone. What is it, and what should you do if you fall in this category? Read more and get additional financial resources here: https://maestrowealth.com/2021/02/18/ep-23-are-you-in-the-financial-red-zone/ What we discuss on this episode: 1:31 – Financial red zone 4:23 – Common mi…
 
The transition from working with prospects and clients in-person to a virtual setting has been challenging for every advisor. Changes bring growing pains and learning experiences, but it’s essential for the future of your business. Today we bring on Daniel Allgaier, CFP®, from our team to talk about his experience teaching virtual classes and the p…
 
On today’s episode of How Money Works, we’re sharing some of the toughest, most unanswerable questions we get in the financial business. From healthcare to the stock market to taxes, we'll cover some important planning topics. Read more and get additional financial resources here: https://maestrowealth.com/2021/02/04/ep-22-clients-toughest-most-una…
 
What can basketball teach us about financial planning? Surprisingly, they have a lot in common. We’ll explain how Read more and get additional resources here: https://retirementhuddle.com/podcast/ep-22-what-basketball-can-teach-us-about-retirement-planning/374/ What we discuss on this episode: 1:48 – Shot clock 4:35 – Double dribble 7:05 – Personal…
 
On today’s episode of How Money Works, Craig and Jennifer Moser share some financial tips for 2021 and how to prepare for the year ahead. Read more and get additional financial resources here: https://maestrowealth.com/2021/01/21/ep-21-how-to-prepare-financially-for-2021/ What we discuss on this episode: 2:10 – The coming year 4:43 – 10 rules of in…
 
“This is the year. I’m going to do (fill in the blank).” How many times have you heard people say that about New Year’s resolutions? Let’s talk about some good financial goals for the New Year and how to make them stick. Read more and get additional financial resources here: https://retirementhuddle.com/financial-planning/ep-21-financial-goals-for-…
 
Does your financial advisor look at your tax returns? What about the fees in your investments? We’ll explain how your advisor should be helping you. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-20-is-your-advisor-doing-this/340/ What we discuss on this episode: 1:28 – Reviewing tax returns 3:06 – Ev…
 
When people come into our office and say they’re not ready for retirement and haven’t saved enough, here’s how we counsel them. On today’s episode of How Money Works, Craig and Jennifer Moser talk about late bloomers and how to help them. Read more and get additional financial resources here: https://maestrowealth.com/2021/01/07/ep-20-not-able-to-r…
 
What does “living the dream” in retirement mean to you? You can’t live it unless you know what it looks like. Read more and get additional financial resources here: https://maestrowealth.com/2020/12/17/ep-19-living-the-dream-in-retirement/ What we discuss on this show: 1:32 – What will retirement look like? 3:23 – What are you retiring to? 5:29 – T…
 
This time of the year is very special. Christmas songs can get you in the mood for celebrating with your family. They can also be compared to retirement planning. On this episode of The Retirement Huddle podcast, Mark Howard explains how they are similar. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep…
 
Let’s talk about income gaps in retirement. There are probably more gaps than you realize. On this episode of How Money Works, we’ll explain what they are and why you need to know about them. Read more and get additional financial resources here: https://maestrowealth.com/2020/12/03/ep-18-beware-of-these-5-income-gaps/ What we discuss on this show:…
 
On this episode of The Retirement Huddle podcast, Mark Howard explains how overconfidence in your financial life can sometimes lead to destruction. Read more and get additional financial resources here: https://retirementhuddle.com/podcast/ep-18-how-overconfidence-in-your-finances-can-lead-to-destruction/303/ What we discuss on this show: 1:06 – Ov…
 
We’ve talked about using this time in 2020 as an opportunity to evaluate and improve your business. One area that needs the attention of many advisors is marketing and lead nurturing. Today we welcome on Don Anders of Advisor’s Platform to tell us how to embrace new marketing platforms and processes to reach prospects and convert them into clients.…
 
In our November edition of the Advisor to Advisor webinar series, Scott will focus on this final stretch of 2020 Q4 and talk about where your attention should be. Then we’ll look ahead to 2021 and talk about planning virtually, marketing strategies, and answering the most important question about your business. Read more and get additional resource…
 
Are you and your spouse on the same page when it comes to finances and retirement planning? On today’s episode of How Money Works, Craig and Jennifer Moser explain why it’s so important. Read more and get additional financial resources here: https://maestrowealth.com/2020/11/19/ep-17-getting-couples-on-the-same-financial-page/ What we discuss on th…
 
Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. On this episode of The Retirement Huddle podcast, Mark Howard explains some of the areas where we often see people get out of tune in their financial plan. Read more and get additional financial planning resources he…
 
Villains in the movies are usually pretty easy to identify, but villains in the financial world aren’t always so easy to identify. Here’s how to recognize them. Show notes & financial resources: https://retirementhuddle.com/podcast/ep-16-how-to-spot-villains-in-the-financial-world/270/ What we discuss on this show: 1:24 – Darth Vader 3:10 – Wicked …
 
Do you know the four worlds of money and how they affect you? We break down the pros and cons of each. Read more and get additional financial resources here: https://maestrowealth.com/2020/11/05/ep-16-pros-and-cons-of-the-4-worlds-of-money/ What we discuss on this episode: 0:29 – Banking world 3:52 – Insurance world 7:10 – Understanding your option…
 
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