Podcasts

Podcast

Think
Retirement
Now.

Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 11/24/23

by | Sep 27, 2025 |

So, what’s the difference between banks and life insurance companies issuing annuities in a financial crisis? A big difference. Fast rising rates by the Fed have HURT banks reserves dramatically, but HELPED insurance companies’ reserves GREATLY. We’ll explain why today and then Shelley Grandidge joins us to review today’s best health insurance and Medicare options…MASTERING MONEY is on the air!!!

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Mastering Money 12/27/23

by | Sep 27, 2025 |

The rule of 55 is an Internal Revenue Service rule that allows workers who are 55 or older to withdraw money from their employer-sponsored retirement accounts penalty free if they leave their jobs. What about taxes, and/ or loans on 401ks? We’ll review it all in the Market Intel Segment,  then Shelley Grandidge joins us. Don’t miss it…MASTERING MONEY is on the air!!! #retire #retirement #annuities #insurance #Medicare

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Mastering Money 12/19/23

by | Sep 27, 2025 |

Doing business face-to-face, post pandemic ,is still in the adjustment phase. Meeting the client in person and on time has become more challenging for road warriors reports the Wall Street Journal.  During the first nine months of 2023, more than 22% of flights to or from U.S. airports were delayed, according to data from FlightAware. We’ll review the Journal report and then Steve reviews why bonds go down when interest rates go up, plus,  the data on  income payouts of the top ranked annuities in America. A show you don’t want to miss, MASTERING MONEY is on the air!!!

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SPECIAL PODCAST: Annuity Education Series, Part 1

by | Sep 27, 2025 |

In this special brief broadcast, Steve delves into the most popular and common questions asked about annuities. If you’ve been invited to a steak dinner financial workshop (who hasn’t?), then you know that all you get is about 30 minutes of information, with some canned jokes.  Mastering Money is a DAILY podcast from Kiplinger Contributor and Accredited Investment Fiduciary Steve Jurich (pronounced Jur-itch)– that actually takes the time to help you learn financial topics.  Today, we’ll cover how annuities work today in easy to understand terms–including bonuses, fees (or lack thereof) and much more…  MASTERING MONEY is on the air!!!

Check out this episode!

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