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Podcast

Think
Retirement
Now.

Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 12/18/24

by | Sep 27, 2025 |

Predicting the stock market is anything but an exact science. Author David Elias made a prediction of “Dow 40,000” back in 1999 and was ridiculed mercilessly on Wall Street.. It finally came true….25 years later. Elias now predicts a 60,000 Dow, but  this time he is joined by many credible Wall Street analysts who are saying it won’t take that long. That story 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 12/10/24

by | Sep 27, 2025 |

So, will AI, Artificial Intelligence, eliminate or CREATE jobs for humans? Today,  we review the work of Chris Mims of the Wall Street Journal in learning how humans are playing a role in the use of AI that may be irreplaceable—and what China is doing to set the stage for it’s major negotiations with the incoming administration. Timely topics both of them, MASTERING MONEY is on the air!!!!

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Mastering Money 12/13/24

by | Sep 27, 2025 |

As interest rates soared five times higher than they were right after the Pandemic over the past several years, Callable Cds became popular, offering higher rates on safe money but with one big  catch. The bank can call back the CD almost any time. They are doing just that right now–in droves. We cover a Wall Street Journal report on that in the Market Intel segment and talk about where you can still find 5% for 5 years.  Then Medicare Expert Shelley Grandidge joins us.  MASTERING MONEY is on the air!!

 
 

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Mastering Money 12/9/24

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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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