Podcasts

Podcast

Think
Retirement
Now.

Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 8/25/23

by | Sep 27, 2025 |

Three Million U.S. Households Making Over $150,000 annually are still renters, says the Wall Street Journal. Why? There are a number of reasons and some of them may surprise you. We’ll review that Wall Street Journal report today in the Market Intel Segment, Shelley Grandidge talks about business health insurance plans and Medicare, and we’ll compare the safety and reserves standards of insurance companies vs banks. A very timely show for you,  MASTERING MONEY is on the air!!

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Mastering Money 7/21/23

by | Sep 27, 2025 |

The Dogs of the Dow is a somewhat famous, simplified approach to picking stocks that has been around since 1991. The strategy rebalances once a year, choosing the WORST 10 stocks of the Dow 30 to formulate the complete 10 stock portfolio for the coming year. We’ll reveal the 10 Dow Dogs today, and compare its performance to the IQ Wealth Black Diamond Dividend Growth portfolio, and it may shock you!  Then health insurance and Medicare expert Shelley Grandidge joins us. A can’t miss show….MASTERING MONEY is on the air!!!

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Mastering Money 7/6/23

by | Sep 27, 2025 |

 Ernestine Shepherd is the world’s oldest female bodybuilder—and she’s got a Guinness World Record to prove it. At age 56, Ernestine was motivated to start working out after her sister died at a young age from a brain aneurysm.  She’s now 86 and looking great. At what age does the body hit a peak? Research has determined that it depends on the activity.  We’ve got some shocking facts for you from a  Wall Street Journal report in the Market Intel Segment.  Then, we’ll review the single most important aspect of a sustainable financial plan for retirement. MASTERING MONEY is on the air!!!

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Mastering Money 7/14/23

by | Sep 27, 2025 |

The future is arriving daily, and AI—Artificial Intelligence– is making it get here even faster. In today’s Market Intel segment, we examine how AI is cutting down the time on bringing breakthrough prescription drugs to market and why select AI stocks could be a big boost to your portfolio this year. Then health insurance expert Shelley Grandidge joins us with the details you need to make smarter health insurance decisions.  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