Podcasts

Podcast

Think
Retirement
Now.

Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering Money 1/11/24

by | Sep 27, 2025 |

AI–Artificial Intelligence– is changing the world. However, it has one little problem most people aren’t talking about says the Wall Street Journal—the data centers that make it happen eat electric power at an unsustainable pace without fossil fuel generators. We have a shocking Wall Street Journal report for you in the Market Intel Segment, then Steve reviews the Golden Crosses appearing right now in the stock market. Do you know the difference between a Golden Cross and a Death Cross?  You will!  MASTERING MONEY is on the air!!!

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Mastering Money 1/17/24

by | Sep 27, 2025 |

Medicare drug plans are much more affordable this year for millions of Americans, courtesy of those nasty rich taxpayers. We’ll review how the significant savings will work in 2024 and 2025 in the Market Intel segment, then Medicare expert Shelley Grandidge joins us to dig a little deeper in the Q & A.  A fact filled show you don’t want to miss, MASTERING MONEY is on the air!!!

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Mastering Money 1/23/24

by | Sep 27, 2025 |

The municipal bond market is losing one of its biggest buyers…. CitiGroup, the single biggest buyer of municipal bonds for years, is finally pulling out of the challenging and often unprofitable muni bond business, laying off 20,000 people. We’ll review a Wall Street Journal report on how bond mutual funds could be at risk in the Market Intel segment, then we”ll review how to invest in the S&P 500 with a stop loss at all times. Build, grow, and protect your money! MASTERING MONEY is on the air!!!

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Mastering Money 1/5/24

by | Sep 27, 2025 |

Do you own a successful small business and believe that you are paying too much in taxes?  Is there a legitimate, IRS approved method of getting deductions of $200,000, $300,000, $400,000 or more—for socking money away in an IRS approved investment account?  Yes. We’ll talk about Cash Balance Plans today in the Market Intel Segment, then Medicare expert Shelley Grandidge joins us. A fact filled show for you…MASTERING MONEY is on the air!!!

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Mastering Money 12/20/23

by | Sep 27, 2025 |

The notion that electric vehicles are “zero-emission” is rooted in a deceptive narrative that ignores all pollutants which don’t come out of a tailpipe according to JustFacts.com researchers. In fact, the complete lifecycle of an EV likely pollutes far more than most gas powered cars, according to hard evidence, which we review in the Market Intel Segment. Then Shelley Grandidge joins us to discuss Medicare and Small Business health insurance plans.  A very timely show you don’t want to miss, 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