Podcasts

Podcast

Think
Retirement
Now.

Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 6/27/23

by | Sep 27, 2025 |

Throughout history, pandemics have caused big disruptionsin business cycles, economic cycles, and the social order. All of this, in turn, impacts politics and governments. A “new normal” emerges from every pandemic. How much should you consider politics when investing your money?  A lot, a little, or not at all? As an investor, economics are more important than politics, but politics can affect economics.  We’ll take a deep dive into how and when on today’s show….MASTERING MONEY is on the air!!!

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Mastering Money 7/4/23

by | Sep 27, 2025 |

HAPPY INDEPENDENCE DAY–Now, for the reality:  We no longer live in the age of factual detail, we live in the age of the NARRATIVE. Whether it’s politics or the investment world, the stories you’re willing to believe—rather than the facts you should follow—can get you in trouble. We’ll explain how to avoid that, with an investment strategy built to take on the future.  We’ll also review why “lithium may be the new oil”, according to Barron’s.  A show you don’t want to miss, MASTERING MONEY is on the air!!!

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Mastering Money 4/12/23

by | Sep 27, 2025 |

The discovery that new forms of diabetes prescription drugs can result in dramatic weight loss is spawning an entire industry that some analysts say could reach $100 billion dollars annually. We’ll fill you in on the details today, then health insurance and Medicare expert Shelley Grandidge joins us. We’re talking about your health and wealth today…MASTERING MONEY is on the air!!!

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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