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Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 9/24/24

by | Sep 27, 2025 |

So, all the doomsday newsletters trying to sell you gold– keep telling you that China is going to be the next world’s reserve currency. Really?  What are your thoughts?  China is currently in a recessionary free fall, with harsh communistic economic policies taking away the will of the people. Layoffs in the finance sector are mushrooming.  Real estate is tanking. A special Bloomberg report in the Market Intel segment, then we’ll talk about how to invest in this current fast moving volatile market.  MASTERING MONEY is on the air!!!

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Mastering Money 9/25/24

by | Sep 27, 2025 |

The knife of inflation has cut into the climate change battle worldwide. Experts are pointing out that many climate change projects have simply gotten too expensive to complete . Worse yet, with the advent of AI, more fossil fuels than ever may now be needed to keep the grids going. A special report on a timely topic in the Market Intel segment,   then Shelley Grandidge joins us to talk Medicare and health insurance…MASTERING MONEY is on the air!!!

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Mastering Money 9/17/24

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 9/19/24

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!!

Check out this episode!

Mastering Money 9/16/24

by | Sep 27, 2025 |

Today on Mastering Money…It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts.    “MOTLEY FOOL MONEY”  is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm!  First we’ll update breaking financial news and get a read on all the indexes, THEN,  we’ll take you to an exclusive broadcast of the Motley Fool Money Show, with fresh ideas to help you become a more informed investor. Steve will cap it off with proven money-making and money-SAVING ideas that you DON’T want to miss! — A jam-packed show –and we’re READY TO ROLL !    … 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