Podcasts

Podcast

Think
Retirement
Now.

Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 10/4/23

by | Sep 27, 2025 |

Worldwide, airline travel has almost completely recovered to pre pandemic levels. In today’s Market Intel segment, we’ll review a new Barrons’s stock pick that is not an airline, but rather  an airline used parts supplier that is raking in profits through a unique business model. Then Medicare and health insurance expert Shelley Grandidge joins us. A fact filled show for you today…MASTERING MONEY is on the air!!!

Check out this episode!

Mastering Money 9/25/23

by | Sep 27, 2025 |

Bidenomics! Inflation! China! Digital currency! And, an upcoming Presidential election–a lot is happening in the world these days and it could affect your investments. Who better to comment on timely issues than the great Lou Dobbs? Today, Lou is our special guest host for segments 2 and 3, with commentary from Steve in segments 1 and 4.  This is a great podcast you don’t want to miss…MASTERING MONEY is on the air!!

Check out this episode!

Mastering Money 9/19/23

by | Sep 27, 2025 |

One of the most talked about financial rules for retirement is the so-called 4 percent rule. Today, I will expose the many problems with the 4% rule in the Q & A segment. But first, in the Market Intel Segment,  we’ll touch on the term known as backwardation in the oil industry and how it could keep prices higher for a while. In the final segment, we’ll sum up with the most important factors to help you build a plan designed to make your retirement a success. Don’t miss it–MASTERING MONEY is on the air!!!

Check out this episode!

Mastering Money 10/3/23

by | Sep 27, 2025 |

Well, Bidenomics has caused yet another major city a host of problems—Barrons reports that the city of Atlanta is experiencing its worst office vacancy and sublease stats since 2008. We’ll review exactly why its happening in the Market Intel segment–and how the contagion could spread throughout the Sunbelt. Then we’ll review liquid index investments with double digit potential to the upside, yet with serious protection against loss to the downside.  MASTERING MONEY is on the air!!!

Check out this episode!

Mastering Money 9/4/23

by | Sep 27, 2025 |

Bidenomics! Inflation! China! Digital currency! And, an upcoming Presidential election–a lot is happening in the world these days and it could affect your investments. Who better to comment on timely issues than the great Lou Dobbs? Today, Lou is our special guest host for segments 2 and 3, with commentary from Steve in segments 1 and 4.  This is a great podcast you don’t want to miss…MASTERING MONEY is on the air!!

Check out this episode!

Who We Are

Disciplined

THINK Wealth Advisory, LLC provides experienced investment management services and portfolios designed for retiring professionals.

What We Do

Guide & Coach

With a proven financial track record spanning 22+ years, our focus is on helping create exceptional investment and fixed income options for clients and advisors.

How We Work

Our Mission

To help clients and advisors build, grow, and protect meaningful wealth using a simple, field-tested financial bucketing system.

Keeping Your Retirement Goals Front and Center

As we begin the planning process, your retirement goals remain our top priority. Clearly defining the kind of retirement you envision allows us to strategically align each asset with a specific purpose and timeline—ensuring your money works for you, when you need it.

At this stage, most of our clients have important questions, such as:

  • Social Security: When is the best time to start collecting?
  • Required Minimum Distributions (RMDs): How will they impact your taxes and income?
  • Current Portfolio Review: What’s working, what’s not, and what adjustments make sense?
  • Retirement Security: How protected are you from market volatility?
  • Mutual Fund Concerns: Are they too risky for your retirement goals?
  • Risk Reduction & Income Growth: How can you create more stability?
  • Tax Strategies: How can you minimize your tax burden in retirement?
  • IRA Rollovers & Roth Conversions: Are they the right move for you?
  • Investments & Annuities: What role should they play in your financial plan?
  • “Are annuities really safe?” (Hint: It depends on the type of annuity and how it’s structured.)

If you have additional questions, we’re here to answer them all—ensuring you feel confident and in control of your retirement future.

Getting Started

Step #1

Schedule

Schedule Your Free Retirement Review with an experienced advisor who focuses on retirement.

Step #2

Review

We evaluate your current situation and identify key action points — starting to develop your strategy.

Step #3

Plan

Once we arrive at the retirement strategy that is best suited for you, we go to work to make it reality

Schedule Your Free Retirement Review

Free Retirement Review

Schedule a Meeting