Podcasts

Podcast

Think
Retirement
Now.

Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 2/14/25

by | Sep 27, 2025 |

AI—artificial intelligence– Wants More Data. It wants More Chips. More Real Estate. More Power. More Water…..More Everything– reports Bloomberg. Learn why the massive investment opportunity is just getting started, in today’s Market Intel Segment –then Shelley Grandidge joins us to discuss health insurance both before and after Medicare, under 65 or over 65. Don’t miss it–MASTERING MONEY is on the air!!!

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Mastering Money 2/21/25

by | Sep 27, 2025 |

The world is getting older but people in their 50s, 60s, 70s, and 80s have more money– and time on their hands– than ever. We’ll tell you which areas of investments are working best to meet up with the vibrant trend of global aging, then Shelley Grandidge joins us to talk about health insurance for ages under 65 and Medicare. MASTERING MONEY is on the air!!

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Mastering Money 1/31/25

by | Sep 27, 2025 |

A recent report by the Federal Reserve shows that there are now 16 million millionaires in the USA, and that the upper middle class is actually growing wealth at a faster rate than the top 1 percent. We’ve got the intriguing Wall Street Journal report on that next with all the facts and figures, then health insurance and Medicare expert Shelley Grandidge joins us.  A 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