Podcasts

Podcast

Think
Retirement
Now.

Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 2/13/24

by | Sep 27, 2025 |

In the last presidential election–both in the U.S. and globally, climate change–a green theme–was a factor. Going into this year’s election, THAT green theme is losing steam, but another green theme—agriculture and farming– is moving up.  Farmers are deciding elections in Europe and elsewhere, and the U.S. election will be swayed by farmers.  Everyone has to eat. We’ll review a  Bloomberg report in the Market Intel segment, then dig into stock market strategies.   MASTERING MONEY is on the air!!!

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Mastering Money 2/20/24

by | Sep 27, 2025 |

Online sports betting has become a massive, expanding addiction fed by artificial intelligence, following every gambler’s move. Coming up next, a Wall Street Journal story about how a psychiatrist and mother of two became addicted to sports betting, winning and then losing a fortune. That story in the Market Intel segment. Then later,  we’ll continue to explore the opportunity in refinancing older annuities to today’s higher rates…a must hear.   MASTERING MONEY is on the air!!!

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Mastering Money 2/12/24

by | Sep 27, 2025 |

Bidenomics! Inflation! China! Digital currency! And, an upcoming Presidential election–a lot is happening in the world these days and it could affect your investments. Who better to comment on timely issues than the great Lou Dobbs? Today, Lou is our special guest host for segments 2 and 3, with commentary from Steve in segments 1 and 4.  This is a great podcast you don’t want to miss…MASTERING MONEY is on the air!!

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Mastering Money 1/24/24

by | Sep 27, 2025 |

Silicon Valley and other tech hubs are losing the tech talent war, says Wall Street Journal.  Metro areas that consistently attracted huge numbers of tech workers have hit a turning point. Silicon Valley, San Francisco, Boston, New York, and LA, are seeing layoffs and moving vans, not new startups. Which cities are winning? We’ll review that in the Market Intel segment, then Shelley Grandidge joins us to review the top health insurance plans for individuals and businesses.  MASTERING MONEY is on the air!!!

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Mastering Money 1/30/24

by | Sep 27, 2025 |

Eight in ten non-retired Americans (80%)– express anxiety that their savings may not provide enough to live on in retirement. We’ll review this  carefully conducted  landmark survey of 3,119 U.S. adults in the Market Intel segment, then we’ll explore why CNBC PRO is making the case of dividend stocks in 2024 and 2025 in segment 3. An important show today, 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