Podcasts

Podcast

Think
Retirement
Now.

Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 7/3/25

by | Sep 27, 2025 |

Zillow and the National Association of Realtors have dominated the publishing of for-sale real estate listings for years. Now they are being sued, as the real estate market shifts from favorign sellers to favoring buyers. 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 6/27/25

by | Sep 27, 2025 |

Electrical engineers and utility experts are saying that Artificial Intelligence, AI is going to need so much new electricity over the next two to five years, that our grid system will not be able to handle it, which is why utility companies are suddenly not shutting down their coal operations.  A very timely report on a  hot topic in the Market Intel segment, then Shelley Grandidge joins us.  MASTERING MONEY is on the air!!
 

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Mastering Money 6/30/25

by | Sep 27, 2025 |

It’s a Larry Kudlow Monday!  Today on Mastering Money we feature a special podcast edition of Larry Kudlow’s terrific nationwide podcast. Having served as an economist in two presidential administrations–Ronald Reagan and Donald Trump–and having been an ‘A-list’ commentator on the two top business stations–CNBC and Fox Business–Larry’s insights are on the money. In each podcast he interviews top thought leaders from the worlds of investments, government, and the private sector.  Don’t miss today’s show with Larry and his special guest. MASTERING MONEY is on the air!!

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Mastering Money 7/1/25

by | Sep 27, 2025 |

So, are women really more risk averse than men? In this special podcast, Steve reveals some statistics that may shock you, and how to make sure you are on track to live a “Work Optional” retirement, with smarter investments and more income than you can spend.  MASTERING MONEY is on the air!!!

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Mastering Money 7/2/25

by | Sep 27, 2025 |

According to world studies, half the population of the planet suffers from at least one month a year of water shortage for daily living. Desalination has worked to a degree, but now, new technology could tap into a limitless supply of quality water. That story in the Market Intel Segment, then a detailed explanation of how bucket planning may solve your most important financial planning question marks. MASTERING MONEY  is on the air!!

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Mastering Money 6/26/25

by | Sep 27, 2025 |

Are annuity fees worth it? (in some cases, yes)….And, Do all annuities have fees? (no) Today we’ll pull back the curtain on which annuities cost the least, pay the most, and protect  your heirs in the Market Intel Segment. Then CFP Matt Zuccaro joins us for the Q & A.  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