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Podcast

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Retirement
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Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 9/4/24

by | Sep 27, 2025 |

Biotech stocks, especially those majoring in weight loss drugs are continuing to break sales records, with Eli Lilly on the verge of becoming the first trillion dollar pharmaceutical company. The stock is up 65 percent, and analysts say it still has room to run. We’ll review a number of hot biotech stocks in the Market Intel segment, then Shelley Grandidge joins us. MASTERING MONEY is on the air!!!

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Mastering Money 9/5/24

by | Sep 27, 2025 |

The U.S. Space Force, once mocked by some folks, is now preparing for war with both China and Russia reports the Wall Street Journal. Those countries are loading up on ballistic missiles to shoot down U.S. satellites. You’ll want to hear this intriguing report in the Market Intel segment,  then we examine why the failing Dollar Store chain provides a sure sign that the economy is slowing down. MASTERING MONEY is on the air!!

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Mastering Money 8/29/24

by | Sep 27, 2025 |

Ford is slowing its rollout of money-losing electric vehicles, but has just made a big bet that Uncle Sam will keep subsidizing electric cars, no matter who is elected. It will start focusing on its best money makers the company says. We’ll review the changing EV market in a report from Barrons in the Market Intel segment, then get into some strategies built to help eliminate money anxiety, an contagious affliction that seems to be  going around these days. MASTERING MONEY is on the air!!!

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Mastering Money 9/2/24

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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Mastering Money 8/27/24

by | Sep 27, 2025 |

China is undergoing a real estate collapse combined with a run on Chinese government bonds that is driving interest rates to record lows there, creating a situation similar to the collapse of Silicon Valley Bank in the U.S. They are telling investors: “Please stop buying our bonds”. A Wall Street Journal report on why they’re saying that in the Market Intel Segment, and then why the 60-40 portfolio strategy, combined with the 4 percent withdrawal rule is unraveling before our eyes. 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