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Think
Retirement
Now.

Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 11/22/22

by | Sep 27, 2025 |

Do you know what a “High-Participation-Rate Index Annuity”  is?  Due to rising interest rates on long term treasury bonds insurance companies have increased their rates dramatically, while banks have not. Today’s top annuities can pay income of 5% to 11% for life, depending on age and deferral period.  For those not seeking income, but rather principal protected growth, we’ll examine HIGH-PARTICIPATION-RATE Next Generation annuities on today’s show– an important show you don’t want to miss…MASTERING MONEY is on the air!!

Check out this episode!

Mastering Money 11/14/22

by | Sep 27, 2025 |

Today on Mastering Money…It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. “MOTLEY FOOL MONEY” is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we’ll update breaking financial news and get a read on all the indexes, THEN, we’ll take you to an exclusive broadcast of the Motley Fool Money Show, with fresh ideas to help you become a more informed investor. Steve will cap it off with proven money-making and money-SAVING ideas that you DON’T want to miss! — A jam-packed show –and we’re READY TO ROLL ! … MASTERING MONEY IS ON THE AIR!!!

Check out this episode!

Mastering Money 11/2/22

by | Sep 27, 2025 |

Is it better to invest in Dividend Paying stocks or stocks that don’t pay a dividend? The answer is ….YES!..BOTH are good and diversification is a good thing!  Smart dividend investors are very picky about the stocks they select. They like getting paid to own their stocks, and they like owning companies that keep making profits and growing their sales year after year. Today we’ll discuss how to make sure your stocks meet written stipulations for dividend yield, dividend payout ratio, dividend growth rate, debt ratios, earnings growth, and credit ratings. You don’t want to miss that! Then health insurance and medicare expert Shelley Grandidge joins us for the Q & A. Get ready, MASTERING MONEY is on the air!!!

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Mastering Money 11/17/22

by | Sep 27, 2025 |

When you’re working, you are in your accumulation phase as an investor. Every two weeks, when you get paid, you are BUYING on the dips if the market is down. It’s painful, but it’s how you build wealth. After you quit work, you are SELLING on the dips if you keep using that accumulation portfolio for retirement income. Today, let’s talk about a much better strategy for 2023 and beyond… a timely show you don’t want to miss…Mastering Money is on the air!!

Check out this episode!

Mastering Money 11/7/22

by | Sep 27, 2025 |

Today on Mastering Money…It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. “MOTLEY FOOL MONEY” is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we’ll update breaking financial news and get a read on all the indexes, THEN, we’ll take you to an exclusive broadcast of the Motley Fool Money Show, with fresh ideas to help you become a more informed investor. Steve will cap it off with proven money-making and money-SAVING ideas that you DON’T want to miss! — A jam-packed show –and we’re READY TO ROLL ! … 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