Podcasts

Podcast

Think
Retirement
Now.

Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 6/10/25

by | Sep 27, 2025 |

Thanks to a toxic mix of aging hardware, outdated software and shoestring operating budgets, largehealthcare organizations are increasingly susceptible to cybercriminals who are not only lured by a gold mine of data but also armed with state-of-the-art hacking tools–leading to some of the largest data breaches in history– right under our noses. And these hackers are demanding ransom payments. The facts on MEDICAL data breaches in the Market Intel segment, then a concise tutorial on stock market sectors….MASTERING MONEY  is on the air!!!

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Mastering Money 6/9/25

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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SPECIAL PODCAST: CFP® Matt Zuccaro / “Tax Exempt Investing”

by | Sep 27, 2025 |

Certified Financial Planning Practitioner®  Matt Zuccaro joins Steve for a mini-workshop on Tax Exempt Bond Laddering. Learn how you may raise your returns and lower your tax exposure, all with a professionally constructed and managed tax exempt municipal BOND LADDER. A much more tax efficient approach to earning more interest and potentially paying far less tax. MASTERING MONEY is on the air!!  
 
 

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Mastering Money 6/4/25

by | Sep 27, 2025 |

So why are more savvy investors choosing professionally designed municipal bond ladders to outperform money market funds, conserve and preserve cash and keep taxes low? Yep, those are the reasons–all of the above.. Today we’ll zero in on tax free bond ladders with CFP Matt Zuccaro, you don’t want to miss it…MASTERING MONEY is on the air!!

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Mastering Money 5/29/25

by | Sep 27, 2025 |

Cyber security is back on the minds of CEOs at many companies as Artificial Intelligence begins assaults on corporate digital networks. We’ll review  the stock of an established Cybersecurity company that is on the move in the Market Intel Segment, then talk about shrinking risk tolerance and time horizons for a growing number of baby boomers.  .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