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Retirement
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Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 1/20/22

by | Sep 27, 2025 |

Bear markets, defined as a period where the stock market goes down 20% or more from its highest point to its subsequent lowest point–happen frequently—probably more frequently than you think. From 1900 – until the present, there have been 32 bear markets. Statistically, they occur about 1 out of every 3.5 years and last an average of 367 days according to Dow statistics. Bull markets tend to last much longer. Experienced investors know that the real money is made in bear markets–especially for those who don’t panic and sell, and for those who keep reinvesting dividends. They end up owning more shares purchased at lower prices. Today, we’ll provide some facts and details on how to profit when markets fall. .You don’t want to miss today’s show–MASTERING MONEY is on the air!!

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Mastering Money 1/3/22

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!!!  

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Mastering Money 12/21/21

by | Sep 27, 2025 |

So, ..what factors drive return-on-investment in the stock market? We know that the stock market is all about supply and demand, but researchers have isolated multiple factors that, when properly employed, show evidence of increasing investment returns over time.  Isolating and separating those factors may put an investor in the position of outperforming benchmarks like the S & P over time—or matching benchmarks with less risk—which is just as important.  Global markets are made up of dozens of asset classes and millions of individual securities…making it challenging to understand what really matters for your portfolio. Today, we’ll review in detail what really matters and why you need an asset allocation model built for a new financial environment. . A big show you don’t want to miss…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