Podcasts

Podcast

Think
Retirement
Now.

Formerly Mastering Money, but still the Common Sense Financial Hour…
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Mastering MOney 9/26/23

by | Sep 27, 2025 |

Albert Einstein said that “we can never solve our problems with the same thinking that caused them.”  How true, especially when it comes to your money– and planning your retirement! Today on Mastering Money, we talk about how to re-wire your thought process and come out a winner for the long run–and how to avoid online banks that may not deliver on their promises.  Don’t miss it, MASTERING MONEY is on the air!!

Check out this episode!

Mastering Money 7/27/23

by | Sep 27, 2025 |

The move to electric cars is on schedule according to experts, but the move to changing the biggest per-vehicle polluters on the road–semi-trucks–will take another 20 years according to McKinsey Associates. While the Biden Administration wants all trucks to be electric by 2032, it is a pipe dream experts say. We review a Wall Street Journal report that lays out the reasons why the trucking industry cannot go electric as fast as planned in the Market Intel Segment.   Then we discuss why over $200 billion per year are going into annuities, how to approach them in your portfolio, and how to implement proven retirement techniques and methods. A fact filled show you don’t want to miss, MASTERING MONEY is on the air!!!

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Mastering Money 10/2/23

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!!

Check out this episode!

Mastering Money 10/9/23

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!!

Check out this episode!

Mastering Money 10/16/23

by | Sep 27, 2025 |

…It’s a Thought Leader Monday!  Meaning we have a special, timely broadcast for you, selected from our lineup of guest speakers which include Larry Kudlow, Lou Dobbs, and Ben Shapiro. Today we bring you a timely broadcast with the great Ben Shapiro, who cuts to the chase, tells the truth, and doesn’t apologize. You don’t want to miss it, 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