Podcasts

Podcast

Think
Retirement
Now.

Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 5/8/25

by | Sep 27, 2025 |

Many investors– on their own– make the mistake of selling their winners but keeping their losers,  hoping they come back. That is exactly the opposite of what the greatest money managers of all time, including Warren Buffett do. Top money managers–like Warren Buffett–sell their losers and let their winners run. Nobody bats 1000 on every pick. We’ll explore Buffett’s successful methods in the Market Intel segment,  then financial advisor David Eldridge of Fullerton Financial joins us. MASTERING MONEY  is on the air!!

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Mastering Money 5/9/25

by | Sep 27, 2025 |

Do you own a successful small business and believe that you are paying too much in taxes?  Is there a legitimate, IRS approved method of getting deductions of $200,000, $300,000, $400,000 or more—for socking money away in an IRS approved investment account?  Yes. We’ll talk about Cash Balance Plans today in the Market Intel Segment, then Medicare expert Shelley Grandidge joins us. A fact filled show for you…MASTERING MONEY is on the air!!!

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Mastering Money 5/12/25

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!!

Check out this episode!

Mastering Money 5/7/25

by | Sep 27, 2025 |

What if everything in your life had its own battery—not just your phone, but your stove, your house, your water heater, and even your  neighborhood? A number of companies continue to advance battery technology that could relieve the grid as AI starts eating up electricity. A Wall Street Journal report on that in the Market Intel segment, then we’ll cover bulletproof diversification strategies.
MASTERING MONEY is on the air!!

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Mastering Money 5/2/25

by | Sep 27, 2025 |

You’ve heard the term “WIDE MOAT”  being used in the investment world. Most of us would rather own stocks that have a wide moat, given the choice. More fortunes have been built from owning quality stocks over time, than trying to time the market with stocks that go up and down like a roller coaster.  So, what Is a Wide Moat? And,  how can you determine if a company has one before you buy its stock? We’ll review that in the Market Intel Segment, then talk with health insurance and Medicare expert, Shelley Grandidge. Don’t miss it…MASTERING MONEY is on the air!!!

Check out this episode!

Mastering Money 5/5/25

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!!

Check out this episode!

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