Podcasts

Podcast

Think
Retirement
Now.

Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 9/28/23

by | Sep 27, 2025 |

So—are Tech stocks dead, or are they just resting and adjusting? Investment history is full of stories about how investors fell asleep at the wheel and let opportunity slip away. We’ll talk about it in the Market Intel segment. Then after the break, we’ll roll up our sleeves and review exactly what you need to do right now to help protect and grow your portfolio. A very timely show for you today, MASTERING MONEY is on the air!!!

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Mastering Money 10/5/23

by | Sep 27, 2025 |

So, do 8% mortgage rates sound crazy? Well, get ready—because they are right around the corner says the Wall Street Journal. We’ll explain why in the Market Intel segment– and then talk about a new mortgage company that wants to help you secure a mortgage for only 3 percent. Yes, 3 percent! Then we’ll dig into how to determine your proper investment time horizon…a fast moving show you don’t want to miss…MASTERING MONEY is on the air.

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Mastering Money 10/6/23

by | Sep 27, 2025 |

A race is on to speed up electric-vehicle charging reports the Wall Street Journal.  The U.S. government is trying to spur the buildout of so-called fast chargers that can charge EVs in about 15 to 40 minutes—still too slow? Probably, because  you have to find a way to charge batteries at apartment buildings, condos, and offices–there may never be enough chargers in good repair to handle the load.  We’ll review some other challenges not being talked about in the Market Intel segment, then Shelley Grandidge joins us to review Medicare and health insurance options

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Mastering Money 10/31/23

by | Sep 27, 2025 |

America’s bridges, factories and highways are in dire need of repairs–so, what do we do?     “Bring in the Robots!” says Christopher Mims, writing for the Wall Street Journal.  In the Market Intel segment, we review the Journal’s report on how robotics can save hundreds of billions of dollars annually for utility companies, factories, cities, states, and countries–and what the main culprit is.  Then we analyze key components of this stock market and how you should be investing in it.   Don’t miss it–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