Podcasts

Podcast

Think
Retirement
Now.

Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 1/3/24

by | Sep 27, 2025 |

So, is the Tech rally-and the rise of Nvidia over?…or just getting started? As an equity investor, it may be the most important thing to be asking yourself right now. We’ll examine what you need to know and why it’s NOT over in the Market Intel segment– then Shelley Grandidge joins us to talk about health insurance and Medicare.  MASTERING MONEY is on the air!!!

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Mastering Money 12/24/24

by | Sep 27, 2025 |

Well, he’s not even in office yet but Donald Trump wants to buy Greenland—not to build hotels but to beat China and Russia to the punch. Greenland has emerged as a major strategic geographic position for shipping and military considerations.  We’ll cover a Bloomberg report on whether or not Trump can really pull it off. in the Market Intel Segment.  Then a special guest joins us in Segment 3.MASTERING MONEY is on the air!!

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Mastering Money 12/26/24

by | Sep 27, 2025 |

So, how much money can you give away to loved ones WITHOUT triggering a GIFT INCOME TAX? What’s the limit? The answer shocks most people—in fact, you can give away a million or more, with zero income tax on the gift. It’s part of IRS code, but often misunderstood. We’ll present a complete rundown of gift tax myths–and solid answers in the Market Intel Segment, then we’ll learn how the IRS is clamping down on tax sheltered trusts–with penalties, fines, and jail time.  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